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

16 Mar 2020 • La Repubblica

Annual Shareholders’ Meetings in Italy likely to take place with no delays

Covid-19, potential impact on AGMs results and shareholder engagement in the pre-assembly engagement activities phase...
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16 Mar 2020 • Morrow Sodali

Morrow Sodali appoints new APAC CEO

Morrow Sodali, the world’s leading governance and shareholder engagement consultancy, has today announced the appointment of Christian Sealey as CEO APAC...
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11 Mar 2020 • Corriere della Sera

Coronavirus outbreak: possible postponement of Annual Shareholders’ Meetings in Italy

Covid-19 impacts on Italian Annual Shareholders’ Meetings...
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10 Mar 2020 • L'Agefi

ESG is more than ever at the center of fund managers' investment decisions

Investor are waiting for companies to convert ESG risks and opportunities into actual financial projections...
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Latest Insights

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25 Mar 2020

Lighthouse - US Edition

Welcome to the US Edition of Lighthouse.  

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CONSIDERATIONS FOR COMPANIES IN AUSTRALIA APPROACHING THEIR 2020 ANNUAL GENERAL MEETING

In light of the recent Coronavirus (COVID-19) outbreak, companies are re-thinking how they will undertake their 2020 AGM. 

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