We’re celebrating our five-decade track record of building industry leadership and generating value creation for our corporate clients. We’re looking forward to the next 50.
If there’s one key insight Morrow Sodali has gained from advising corporate clients for 50 years, it is that maintaining a leadership role requires foresight and creativity in dealing with changing market conditions. Morrow Sodali’s trajectory over the past five decades has placed it at the center of the most urgent and critical issues impacting corporations and the capital markets. The firm has consistently delivered value to clients during a succession of transformative changes: the rise of collective investment and institutional asset managers, the hostile takeover era, the evolution of corporate governance, escalating shareholder activism, globalization, technological innovation, the retreat from shareholder primacy, the emergence of stakeholders and the reorientation of capitalism to embrace goals of diversity, equity, inclusiveness and sustainability.
Read morein M&A Transactions & Activism
Countries served
Clients globally
Client retention and NPS score of 85+ for 2021
Becomes the leading independent US proxy solicitor and corporate governance consultancy
Launches with local offices in Europe, Latin America and developing markets
Merge into Morrow Sodali, creating the only international service and business consultancy with local expertise in all major markets
The leading Australian expert in shareholder engagement and proxy strategies
Morrow Sodali procures a leading stake in Di Costa Partners, a market leader in governance, proxy advisory and solicitation services for registered funds
Morrow Sodali acquires Nestor Advisors, the London-based advisory firm specializing in corporate governance and organizational design
Morrow Sodali acquires Gryphon Advisors, Canada’s best-in-class full-service proxy solicitation, corporate governance and executive compensation consulting firm, and forms strategic partnership with Global Governance Advisors, a human capital consulting firm providing executive compensation and governance advisory services to boards of directors and senior management.
The depth and breadth of our expertise, and the many ways in which our strategic advice provides value to our clients and their shareholders, meet a wide variety of needs among global public companies. 50 years of experience across sectors and jurisdictions generates significant insights and learnings, many of which point to “what’s next”.
Morrow Sodali operates according to a set of core values that guide how we work together and achieve our organizational purpose. These values support our daily decision-making and shape a corporate culture focused on achieving excellence, to advance the client interest.