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Who we are

MORROW SODALI IS A LEADING PROVIDER OF STRATEGIC ADVICE AND SHAREHOLDER SERVICES

The firm provides corporate boards and executives with strategic advice and services relating to investor engagement, environmental, social, and corporate governance, mergers and acquisitions and shareholders activism, strategic communications, investor relations, and research.

From headquarters in New York, London, and Sydney, with offices and partners in major capital markets, Morrow Sodali serves approximately 2,000 clients in 70 countries, including many of the world’s largest multinational corporations. In addition to listed and private companies, our clients include financial institutions, mutual funds, ETFs, stock exchanges, and membership associations.

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.

From 1972 to today

Our History

1972

MORROW & CO.

Becomes the leading independent US proxy solicitor and corporate governance consultancy

2006

Sodali

Launches with local offices in Europe, Latin America and developing markets

2016

MORROW & CO. AND SODALI

Merge into Morrow Sodali, creating the only international service and business consultancy with local expertise in all major markets

2017

MORROW SODALI AND GPS

The leading Australian expert in shareholder engagement and proxy strategies

2019

MORROW SODALI AND DI COSTA PARTNERS

Morrow Sodali procures a leading stake in Di Costa Partners, a market leader in governance, proxy advisory and solicitation services for registered funds

2021

MORROW SODALI AND NESTOR ADVISORS

Morrow Sodali acquires Nestor Advisors, the London-based advisory firm specializing in corporate governance and organizational design

2021

MORROW SODALI AND GRYPHON ADVISORS AND GLOBAL GOVERNANCE ADVISORS

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

2022

MORROW SODALI AND Citadel-Magnus

Morrow Sodali acquires Citadel-MAGNUS, the Australian financial communications and investor relations agency

2023

MORROW SODALI AND FrameworkESG

Morrow Sodali acquires FrameworkESG, a US-based specialty consulting firm that provides data-driven analysis and expertise to help clients reduce ESG risk, build trust and create long-term value for stakeholders

2023

MORROW SODALI AND HXE PARTNERS

Morrow Sodali acquires HXE Partners. Based in the US, HXE Partners serves clients around the world to address the widening gaps between what investors ask for and what companies provide regarding sustainability and ESG information

2023

MORROW SODALI AND POWERSCOURT

Morrow Sodali acquires Powerscourt, one of London’s pre-eminent communications firms, specializing in financial and capital markets communications, corporate campaigning, ESG advisory and political affairs

Our values

Integrity

Act with Integrity

Excellence

Focus on Superior Service and Strive for Excellence in All We Do

Collaboration

Foster Teamwork and Collaboration

Innovation

Promote Creativity and Innovation

Respect

Treat People with Fairness and Respect within a Diverse and Inclusive Environment

Code of Business Conduct

Give primacy to client interests

The client comes first. Morrow Sodali’s commitment is to give priority to the interests of the client and to provide value-added service. Accordingly, data and information derived from our work are used exclusively for the benefit of clients. Morrow Sodali does not offer products or services that are incompatible with our mission or damaging to our relationship with clients or institutional investors.

Morrow Sodali’s business model is designed to be conflict-free in an environment where conflicts of interest are common. As a gatekeeper to relations between companies and institutional investors, Morrow Sodali must be trusted by both. Accordingly, Morrow Sodali does not accept assignments that conflict with the interests of our clients or their long-term investors. In the event of a contested solicitation or a hostile takeover bid involving two or more clients, Morrow Sodali will give priority to defense of the targeted client company.

Morrow Sodali’s business depends on: (1) the willingness of clients to disclose internal data and information with confidence that it will remain confidential; (2) the willingness of institutional investors to share information about their ownership and proxy voting decisions without fear that it will be misused; and (3) our ability to work confidentially with custodians and other agents to overcome obstacles to communication and share voting. Accordingly, Morrow Sodali does not disclose confidential information publicly or sell it to any third party.

As a global company built upon local expertise, Morrow Sodali’s services are designed to add value in the context of each client’s individual business circumstances and strategic goals. In all its services, the firm recognizes the importance of local business practices and legal requirements while seeking to help companies deal with global expectations. Accordingly, Morrow Sodali customizes its advice and services for each client and does not use standardized “off-the-shelf” products

Morrow Sodali’s reputation is based on its commitment to good corporate governance, fair treatment of shareholders, ethical business practices and effective policies relating to the environment, societal issues, stakeholders and the wellbeing of communities served by client companies. Accordingly, this commitment informs all our work with clients and supports their efforts to achieve sustainable long-term performance. All members of the Morrow Sodali team are obligated to honor this Code of Business Conduct.

The client comes first. Morrow Sodali’s commitment is to give priority to the interests of the client and to provide value-added service. Accordingly, data and information derived from our work are used exclusively for the benefit of clients. Morrow Sodali does not offer products or services that are incompatible with our mission or damaging to our relationship with clients or institutional investors.

Morrow Sodali’s business model is designed to be conflict-free in an environment where conflicts of interest are common. As a gatekeeper to relations between companies and institutional investors, Morrow Sodali must be trusted by both. Accordingly, Morrow Sodali does not accept assignments that conflict with the interests of our clients or their long-term investors. In the event of a contested solicitation or a hostile takeover bid involving two or more clients, Morrow Sodali will give priority to defense of the targeted client company.

Morrow Sodali’s business depends on: (1) the willingness of clients to disclose internal data and information with confidence that it will remain confidential; (2) the willingness of institutional investors to share information about their ownership and proxy voting decisions without fear that it will be misused; and (3) our ability to work confidentially with custodians and other agents to overcome obstacles to communication and share voting. Accordingly, Morrow Sodali does not disclose confidential information publicly or sell it to any third party.

As a global company built upon local expertise, Morrow Sodali’s services are designed to add value in the context of each client’s individual business circumstances and strategic goals. In all its services, the firm recognizes the importance of local business practices and legal requirements while seeking to help companies deal with global expectations. Accordingly, Morrow Sodali customizes its advice and services for each client and does not use standardized “off-the-shelf” products

Morrow Sodali’s reputation is based on its commitment to good corporate governance, fair treatment of shareholders, ethical business practices and effective policies relating to the environment, societal issues, stakeholders and the wellbeing of communities served by client companies. Accordingly, this commitment informs all our work with clients and supports their efforts to achieve sustainable long-term performance. All members of the Morrow Sodali team are obligated to honor this Code of Business Conduct.

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