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Investor Relations

Morrow Sodali offers comprehensive investor relations support to companies across all sectors and stages of development, from private growth companies to large multinationals.


Our teams draw upon their deep financial markets and corporate experience to identify key investor audiences and advise on their behavior and expectations. We work closely with companies to construct a compelling investment case and a tailored engagement strategy. We also prepare leadership teams for optimal delivery of the narrative and collect meaningful feedback from key stakeholders to inform future strategic direction and investor engagement.

We provide both additional resources and strategic insights around corporate and sustainability reporting and engagement, as well as during capital markets transactions and special situations. These can range from investor activism, corporate restructuring, ECM/DCM transactions and fundraising, to M&A and crisis advisory.


  • IR strategy planning and execution
  • Investment case and information materials development
  • Financial results support
  • Annual and sustainability reporting
  • Investor targeting
  • Roadshows and capital markets events
  • Ongoing debt and equity analyst and investor engagement
  • ESG health checks
  • Perception studies
  • IR support around transaction and special situations, including pre/post IPO support
  • IR training


Our global scale means we see capital market trends as they unfold across the world. Be it changes in investor behavior and voting, evolving governance regulations, or ESG reporting requirements, we provide insights and practical support to ensure our clients stay one step ahead of their investment peers.

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