Morrow Sodali
Strategic Advice and Shareholder Services

M&A and Activism Rankings - Leadership across Publications

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 1,000 corporate clients in 80+ countries, including many of the world’s largest multinational corporations. In addition to listed and private companies, its clients include financial institutions, 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.

Board and Organizational Governance
Strategic advice on corporate governance from shareholder and proxy perspective
Public Policy and Regulation
ESG & Sustainability disclosure review
Investor profiling and Voting trends
ESG Investor engagement
ESG Training & Coaching for Boards and Executives
Board Sustainability readiness
Governance of Sustainability
ESG Implementation
ESG Survey services
ESG Monitoring
GHG Inventory Development and Environmental Data Management
Environmental Target Setting and Decarbonization Planning
Climate-related Risk Assessment and Scenario Analysis
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
Strategic Stock Surveillance
Shareholder and bondholder ownership analysis and profile
Investor Profiling
Activist Watch
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
Annual (AGM) and Special (EGM) shareholder meetings
Consent Solicitations
Cross-Border and Depositary Receipt campaign
SPAC campaigns
Private and memberships organization campaigns
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
Board evaluation
Self-evaluation methodology & tools
Development of Board Skills Matrix
ESG consultation
Coaching for proxy advisor and shareholder engagement
Corporate governance workshops & training
Bondholder Identification
Debt restructurings and liability management
ESG integration and “Green Bonds”
BondWatch – Real-time Reporting System
SPAC Proxy Solicitation for Business Combinations and Extension Meetings
SPAC Exchange Listing Advisory
SPAC Shareholder Identification
SPAC Information Agent
Corporate Brand profiling
Issues management
Stakeholder mapping/engagement
Community relations
Corporate social responsibility
Thought leadership
Media & Presentation coaching
Shareholder & Analyst communication
Investor perception audits
Financial results & calendar
ESG Reporting
Proxy campaigns
Shareholder activism
Investor roadshows/events
Mergers & Acquisitions
Initial public offerings
Equity/Debt raisings
Corporate restructures
Trade sales
Asset divestments
Post-merger integration
Media Strategy & Management
Crisis preparedness & management
Cyber attack, data breaches & technology issues
Product failure/recall
Restructuring & financial issues
Change management
Litigation communication
Regulatory & public affairs
Employee engagement
Stakeholder Perceptions Research
Data Analytics & Modeling
Communication strategy development
Branding and Positioning
Behavioural Change research
Crisis Management
Stakeholder & Customer Satisfaction
Employee Alignment & Post Merger Integration
Product Development

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.

Our Values

Latest Insights

Discover more
26 Sep 2023

2023 European Proxy Season Review (Switzerland edition)

Key Insights from the 2023 Proxy Season in Switzerland: Embracing virtual meetings and ESG focus...
26 Sep 2023

2023 European Proxy Season Review (Germany edition)

Key Insights from the 2023 Proxy Season in Germany: Spotlight on transparency and ESG oversight in decision-making...

Latest News

05 Sep 2023 • Morrow Sodali

Morrow Sodali Names Barri Rafferty as CEO of the Americas

Her Experience Strategically Evolving Businesses will Drive Morrow Sodali’s Growth in Stakeholder Engagement...
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31 Aug 2023 • Estadao

ESG metrics influence the remuneration of 8 out of 10 of the largest global banks

Sustainability has evolved beyond mere discourse and now significantly influences the executive remuneration practices of the world's largest banks...
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08 Aug 2023 • Activos

Supervisors should simplify the IPO process

Spanish investors are increasingly adjusting their best practice policies and adopting stricter compliance standards...
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03 Aug 2023 • Reuters

Morrow Sodali buys HXE Partners to beef up ESG offerings

Morrow Sodali Acquires HXE Partners, Continues Expansion of Leading ESG Advisory Practice, Adds Deeper Climate-related Expertise...
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