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 in 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 (Extraordinary) 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
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

03 Jun 2019 • Listed @ ASX

Tone from the Top. Culture and strategy must be a twin focus for boards when engaging with investors

Proactive and regular engagement with boards helps investors evaluate a company’s culture, purpose and reputational risk....
Read more
26 May 2019 • Start Magazine

How funds will influence companies' remuneration policies

A solid corporate governance, appropriate and aligned to the business strategy of listed companies is a key factor for international funds....
Read more
17 May 2019 • Linkiesta

Attention to the environment has become valuable even on the stock exchange. And it is about time.

Companies that provide services to shareholders and bondholders are increasingly demanding climate attention....
Read more
29 Apr 2019 • Cinco Dias

Responsible investment sets higher standards for board proposals

One factor that has contributed to increasing shareholder pressure on management is the increased investment awareness in environmental......
Read more

Latest Insights

Discover more

Regulation and Legislation

We have intentionally listed regulation as the last topic in our series of Issues for Companies in 2019....

You’ve Got Mail: The Evolution of Communicating with Retail Shareholders

“You’ve got mail” was the most effective call to action of the digital age. Not long ago internet “surfers” who heard those three...