Professional development at Morrow Sodali:

I joined Morrow Sodali in 2020, after a 30-year career in investment banking, living and working around the world, focused on global M&A. I have been with the firm for less than three years, but the growth and change I have witnessed has been extraordinary. Our headcount has nearly doubled, we have expanded our service capabilities and geographic reach significantly and we have partnered with TPG Growth.

The growing importance of ESG and sustainability for our clients:

ESG increases in visibility and importance almost every day, for both investors and issuers. The growing level of importance assigned to ESG-related issues by investors means that our clients have no choice but to pay attention and make sure that these issues are being addressed, preferably proactively.

How globalization is changing the future of global corporations and our role in helping our clients realize that future:

While current events may suggest a move away from globalization and international trade, our clients will continue to operate globally, as will we. The changing world dynamic only requires that our clients be even more nimble and prepared for all that their stakeholders feel is important. Morrow Sodali is well positioned to help our clients determine which issues are at the forefront and how best to address them.

The biggest opportunities Morrow Sodali is planning for and seizing on, as we enter our sixth decade:

Morrow Sodali has the opportunity to provide our clients with year-round advice on all the issues that their stakeholders find important. Some clients understand, value and benefit from a year-round stakeholder engagement plan, while others have yet to move beyond the piecemeal approach. From the traditional annual meeting vote, to managing dissident shareholders, to preparing for and addressing key ESG issues, all are part of the year-round stakeholder engagement process, which Morrow Sodali is perfectly positioned to address.

The best thing about working at Morrow Sodali:

Morrow Sodali is a global firm, bringing experience and expertise from around the world to all our clients. Having the opportunity to work on global issues for clients with colleagues from around the world is a real privilege.