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
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
Analysis and preparation
Distribution of proxy material
The solicitation campaign
Telephone call centers
Tabulation
Reporting

Latest News

14 Jan 2020 • Morrow Sodali

Morrow Sodali bolsters its Debt Services team with key industry hires

Morrow Sodali announced today that Debt Capital Markets industry experts Damian Watkin, Damir Hadžiosmanović, Ken Abela and Tina Siu...
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14 Jan 2020 • Il Sole 24 Ore

36% of Piazza Affari's market cap concerned by board renewals

Director nominations, Remuneration Policies and ESG issues will be key to the Italian 2020 AGM Season...
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02 Jan 2020 • IR Magazine

Off-season engagement continues to rise, says ESG adviser

Communication, engagement and collaboration are central to an effective investor-facing ESG program, says Morrow Sodali’s Daniel Oh...
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10 Dec 2019 • CommSec

CommSec insights on the 2019 Australian AGM Season

Maria Leftakis speaks with CommSec's Tom Piotrowski about the 2019 Australian AGM season...
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Latest Insights

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21 Jan 2020

ESG Integration

Investors expect companies to integrate environmental, social and governance (ESG) topics into business decision making....
14 Jan 2020

2019 Australian AGM season wrap up - LIGHTHOUSE Australia

In this edition we delve into the 2019 Australian AGM season...
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