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Morrow Sodali join forces with TPG

Morrow Sodali join forces with TPG

29 July 2022

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Coinciding with our 50th anniversary, the announcement that we are becoming a TPG portfolio company marks 2022 as an even more significant milestone in the evolution of Morrow Sodali.

Today, we are a leader in our field of helping companies understand and engage with their shareholders, with around 1000 clients in 80+ countries, including many of the world’s largest multinational corporations. Our comprehensive suite of corporate services includes proxy solicitation, M&A consulting services and activism, corporate governance and ESG (Environmental, Social and Governance) expertise, along with debt and mutual fund services.

With the backing of TPG, one of the top 10 private equity firms worldwide, our vision is to become a global one-stop solution for all the challenges companies face with respect to stakeholder engagement.

An exciting period of largely organic growth has seen Morrow Sodali double our revenue over the past two years as we have extended our global reach, building world-class teams, promoting cultural diversity in the workplace and assembling a network of offices and representatives around the world that parallel the global profile of asset owners and managers. In the APAC region, we opened offices in Seoul in 2019, Hong Kong in 2020 and Tokyo in 2021, and we will launch our Manila office in 2022. The resources of TPG, which manages $US120 billion in assets, provide us with the financial leverage to exponentially accelerate and extend the trajectory of this expansion, both through internal growth and acquisitions, opening up new markets and making us a far more significant player in those where we already compete. Joining the ecosystem of such a large and well-connected organisation, whose investments have included Uber, Spotify and Airbnb, grants us privileged access to a vast pool of potential new clients, from the TPG family of companies to the wider network of investment banks, legal firms and other organisations active in our space with whom TPG enjoys established relationships.

With the reorientation of the capital markets to embrace goals of diversity, inclusiveness and sustainability, we have expanded our capacities to meet our corporate clients’ increasing requirement for strategic advice on ESG reporting matters. Investors, shareholders and the global community more broadly today expect boards of directors to demonstrate responsible stewardship of their organisations and the environments within which they operate, and seek concrete action from companies on climate-related risks and opportunities, and greater transparency and sophistication in disclosure.

Morrow Sodali’s role has always been to anticipate market expectations and provide corporations with the strategic advice and services they need to adapt to change and identify what investors currently care about most, enabling them to avoid problems before they occur and move forward to achieve their strategic business goals. We have positioned ourselves at the midpoint between companies and the institutional investors and shareholders who own them, and we have always understood that we must establish credibility with all stakeholders and maintain their trust in order to bring their views unfiltered to our clients, communicate the company perspective and enable the parties to engage constructively.

Joining forces with an organisation of TPG’s strength and breadth allows us to continue our growth and evolution as a leader in this industry, maximising value to our clients in the face of the transformative changes shaping capital markets.

Summary

The announcement that we are becoming a TPG portfolio company marks 2022 as an even more significant milestone in the evolution of Morrow Sodali.

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