Our difference

Outpace. Outperform. Inspire.

We listen. We learn. We manage conflicting priorities and changing expectations, enabling business leaders to make critical decisions.

By combining rich capital markets data and our expertise across a distinct range of practice areas, we can give organizations a real competitive advantage.

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Our values

We embrace change

In a complex, unpredictable and ever-evolving world, the ability to be open to change is the difference between adapting to cope and adapting to win.

We celebrate collective thinking

We believe that a culture of team collaboration results in richer, more diverse insight and faster decision making that drives better outcomes.

We are consciously inclusive

We work to create an environment where it’s easy for people to be themselves. We believe in a culture where we help each other embrace opportunities to grow and thrive.

We have the courage to be candid

We tell it as it is. This is key to our commitment to delivering the very best advice to further our clients’ objectives.

We gain trust based on our actions

Doing the right thing is integral to who we are and how we work. We are committed to ensuring our behaviours match our words.

We strive to impress with every interaction

Every day is a new opportunity to push past good and achieve greatness for our team and our clients.

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Bondwatch

Timing is everything.
This proprietary real-time reporting system is designed for time-critical deals. Instead of relying on infrequent out-of-date emails and spreadsheets, Bondwatch consolidates information into a secure client portal. This provides a comprehensive and immediate view of any transaction status, in real-time, the very second it’s needed.

Our people

Our expert advisors are your trusted partners.

APAC

Roger Newby

Managing Director

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GLOBAL

Damir Hadžiosmanović

Managing Director

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AMERICAS

Nick Nichols

Chief Operating Officer – Fund Solutions

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AMERICAS

Alex Pulisic

Managing Director

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Our Code of Conduct

We are commited to giving priority to the interests of our clients and to providing value-added service. Accordingly, data and information derived from our work are used exclusively for the benefit of clients. We do not offer products or services that are incompatible with our mission or damaging to our relationship with clients or institutional investors.

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Give primacy to client interests

The client comes first. Sodali & Co’s commitment is to give priority to the interests of the client and to provide value-added service. Accordingly, data and information derived from our work are used exclusively for the benefit of clients. Sodali & Co does not offer products or services that are incompatible with our mission or damaging to our relationship with clients or institutional investors.

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Avoid conflicts of interest

Sodali & Co’s business model is designed to be conflict-free in an environment where conflicts of interest are common. As a gatekeeper to relations between companies and institutional investors, Sodali & Co must be trusted by both. Accordingly, Sodali & Co does not accept assignments that conflict with the interests of our clients or their long-term investors. In the event of a contested solicitation or a hostile takeover bid involving two or more clients, Sodali & Co will give priority to defense of the targeted client company.

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Maintain the confidentiality of non-public information

Sodali & Co’s business depends on: (1) the willingness of clients to disclose internal data and information with confidence that it will remain confidential; (2) the willingness of institutional investors to share information about their ownership and proxy voting decisions without fear that it will be misused; and (3) our ability to work confidentially with custodians and other agents to overcome obstacles to communication and share voting. Accordingly, Sodali & Co does not disclose confidential information publicly or sell it to any third party.

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Customize our advice and services

As a global company built upon local expertise, Sodali & Co’s services are designed to add value in the context of each client’s individual business circumstances and strategic goals. In all its services, the firm recognizes the importance of local business practices and legal requirements while seeking to help companies deal with global expectations. Accordingly, Sodali & Co customizes its advice and services for each client and does not use standardized “off-the-shelf” products.

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Foster business integrity and long-term goals

Sodali & Co’s reputation is based on its commitment to good corporate governance, fair treatment of shareholders, ethical business practices and effective policies relating to the environment, societal issues, stakeholders and the wellbeing of communities served by client companies. Accordingly, this commitment informs all our work with clients and supports their efforts to achieve sustainable long-term performance. All members of the Sodali & Co team are obligated to honor this Code of Business Conduct.

The client comes first. Sodali & Co’s commitment is to give priority to the interests of the client and to provide value-added service. Accordingly, data and information derived from our work are used exclusively for the benefit of clients. Sodali & Co does not offer products or services that are incompatible with our mission or damaging to our relationship with clients or institutional investors.

Sodali & Co’s business model is designed to be conflict-free in an environment where conflicts of interest are common. As a gatekeeper to relations between companies and institutional investors, Sodali & Co must be trusted by both. Accordingly, Sodali & Co does not accept assignments that conflict with the interests of our clients or their long-term investors. In the event of a contested solicitation or a hostile takeover bid involving two or more clients, Sodali & Co will give priority to defense of the targeted client company.

Sodali & Co’s business depends on: (1) the willingness of clients to disclose internal data and information with confidence that it will remain confidential; (2) the willingness of institutional investors to share information about their ownership and proxy voting decisions without fear that it will be misused; and (3) our ability to work confidentially with custodians and other agents to overcome obstacles to communication and share voting. Accordingly, Sodali & Co does not disclose confidential information publicly or sell it to any third party.

As a global company built upon local expertise, Sodali & Co’s services are designed to add value in the context of each client’s individual business circumstances and strategic goals. In all its services, the firm recognizes the importance of local business practices and legal requirements while seeking to help companies deal with global expectations. Accordingly, Sodali & Co customizes its advice and services for each client and does not use standardized “off-the-shelf” products.

Sodali & Co’s reputation is based on its commitment to good corporate governance, fair treatment of shareholders, ethical business practices and effective policies relating to the environment, societal issues, stakeholders and the wellbeing of communities served by client companies. Accordingly, this commitment informs all our work with clients and supports their efforts to achieve sustainable long-term performance. All members of the Sodali & Co team are obligated to honor this Code of Business Conduct.