Morrow Sodali is a leading provider of strategic advice and shareholder services to corporate clients around the world.

The firm provides corporate boards and executives with strategic advice and services relating to corporate governance, shareholder and bondholder communication and engagement, capital markets intelligence, proxy solicitation, shareholder activism and mergers and acquisitions.

From headquarters in New York and London, and offices and partners in major capital markets, Morrow Sodali serves more than 700 corporate clients in 40 countries, including many of the world’s largest multinational corporations. In addition to listed and private companies, its clients include mutual funds, ETFs, stock exchanges and membership associations.

Our Services

Our expertise and global perspective help companies anticipate and respond to issues that are of concern to investors in their capacity as fiduciaries and long-term owners.

Strategic advice on corporate governance, board issues, compensation, sustainability and shareholder activism
Ownership profile and analysis of shareholder expectations
Comprehensive review and preparation for the annual meeting
Vote projections and updates on shareholder voting policies
Document review and recommendations
Outreach and engagement with key investors and proxy advisory firms
Presentations to the board and management on relevant trends in governance, sustainability, shareholder rights and activism
ESG & Sustainability disclosure review
Investor profiling and Voting trends
ESG Investor engagement
Board Training & Coaching
ESG Survey services
ESG Monitoring
Annual (AGM) and Special (EGM) shareholder meetings
Consent Solicitations
Cross-Border and Depositary Receipt campaign
SPAC campaigns
Private and memberships organization campaigns
Strategic Stock Surveillance
Shareholder and bondholder ownership analysis and profile
Investor Profiling
Activist Watch
Contested M&A
Information Agent – Tender & Exchange Offers – Equity & Debt
SPACs – Advisory and Solicitation Services
Mergers, Acquisitions and Reorganizations, Domestic and Cross-border
Notice of Class Action Mailing
Shareholder Profile Analysis
Engagement with Proxy Advisors
Engagement with Institutional and Retail Shareholders
Message Content and Communications
Vote Solicitation and Tabulation
Governance Advisory and Strategic Stock Surveillance
IPO Services
Telephone solicitation campaigns
Retail shareholder outreach programs
Post-merger clean-up and asset reunification programs
Odd-lot buyback situations
Vote tabulation services
Inspector of Election services
Expert witness testimony services
Bondholder Identification
Debt restructurings and liability management
ESG integration and “Green Bonds”
Board evaluation
Self-evaluation methodology & tools
Development of Board Skills Matrix
ESG consultation
Coaching for proxy advisor and shareholder engagement
Corporate governance workshops & training

Our Mission

Morrow Sodali’s mission is to bring together all the expertise, information, technology and resources companies need to engage effectively with shareholders and maximize support for their business initiatives.

Our goal is to establish a strategic partnership with each of our clients by offering timely and insightful advice, high quality service and customized solutions to their governance and ownership challenges.

Latest Insights

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06 Oct 2020

Morrow Sodali Leadership Series - The Future of M&A and Activism

 Morrow Sodali Leadership Series - The Future of M&A and Activism - Q&A with David Heleniak...
22 Sep 2020

Getting CEO pay right: ACSI’s report on CEO remuneration and Board oversight within the ASX200

CEO remuneration continues to be a key hot topic for ASX listed companies, proxy advisors and investors alike....

Latest News

15 Oct 2020 • Il Sole 24 Ore

BlackRock to press Boards for sustainable strategies

Read about BlackRock investment strategies relating to ESG...
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05 Oct 2020 • Corriere della Sera

MORROW SODALI appoints new EMEA Chairman

Moroello Diaz della Vittoria Pallavicini to replace John Wilcox as EMEA Chairman...
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29 Sep 2020 • Morrow Sodali

MORROW SODALI EXPANDS M&A AND ACTIVISM ADVISORY GROUP

Adds Strategic Stock Surveillance Capability to M&A and Activism Practice to Meet Growing Client Demand for Specialized Expertise...
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18 Sep 2020 • Consumer News and Business Channel

‘Green shoots’ are appearing in global deal-making activities

Morrow Sodali's CEO Christian Sealey shares his thoughts on how the M&A market is shaping up in the second half of 2020 and beyond....
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