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

Latest News

17 Feb 2020 • Funds Society

The Transposition of the Shareholders’ Rights Directive: an opportunity and a challenge for fund managers

The new Shareholders' Rights Directive and its impact on Spanish financial markets...
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07 Feb 2020 • Morrow Sodali

Interview with Michael Verrechia, Co-Head of Morrow Sodali's M&A and Activism Advisory Group

Read the interview with Michael Verrechia in Activist Insight's The Activist Investing Annual Review....
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23 Jan 2020 • Morrow Sodali

MORROW SODALI APPOINTS PAUL SCHULMAN AS MANAGING DIRECTOR, CO-HEAD OF THE M&A AND ACTIVISM ADVISORY GROUP

Morrow Sodali today announced that industry veteran Paul Schulman has joined the firm as Managing Director and Co-Head of its M&A and Activism Advisory Group....
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18 Jan 2020 • Milano Finanza

Revised remuneration policies will be on the agenda for many companies in 2020

Remuneration Policy, New Regulatory Framework and Upcoming AGM Season...
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Latest Insights

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25 Feb 2020

The importance of knowing your investors and how they use ESG rating agencies

Today, companies are more aware than ever of the growing concerns around ESG factors that need to be taken into consideration. The rate of ESG-oriented ...
24 Feb 2020

WORLD’S BIGGEST INDEX FUNDS ELEVATE COMPANY ACCOUNTABILITY

BlackRock, Vanguard and SSGA, collectively manage more than $14tn and account for a quarter of votes cast at S&P 500 companies. ...