Our Advisory Services

Morrow Sodali has assembled a comprehensive set of integrated services that cover every aspect of corporate governance, shareholder communication and engagement.
Our combination of local expertise and global perspective helps companies in different markets anticipate and respond appropriately to issues that are of concern to investors in their capacity as fiduciaries and long-term owners.
Our services complement and work in tandem with our clients’ financial communications, investor relations and board evaluation programs. We add value by enabling clients to identify and engage with key institutional decision-makers who are responsible for voting shares and monitoring the governance of portfolio companies.

For every publicly traded company, the Annual Corporate Cycle gives rise to a cycle sequence of obligations that center on financial reporting and the annual shareholder meeting. Allowing for differences in local regulatory requirements, these obligations now include corporate governance, environmental practices, social policy (ESG), board accountability, sustainability and other long-term issues of concern to a broad base of stakeholders as well as shareholders and the investing public.
This chart illustrates how Morrow Sodali’s integrated services – ESG advisory, analytics and consulting, ownership profiling, capital markets intelligence, proxy solicitation, transactional services, investor communication and activism preparedness – provide the comprehensive data, expertise, execution capabilities and support that companies and boards need at every stage of the Annual Corporate Cycle.