Our services

Sodali & Co addresses shareholder concerns with board evaluation, ESG consultation, governance training, and engagement coaching. Using proprietary databases and investor networks, we deliver detailed analytics, strategic insights, and trusted advisory support.

Sodali & Co offers advanced shareholder monitoring and strategic analysis services. Using proprietary data and technology, we provide real-time insights into stakeholder dynamics and potential activist activities. Our expertise includes detailed profiling for tailored investor engagement strategies, ensuring companies are well-prepared for governance challenges and market risks.

Sodali & Co offers expert corporate communications, including strategy, brand profiling, reputation management, stakeholder engagement, CSR initiatives, media training, and thought leadership. We deliver 360-degree engagement strategies tailored to diverse clients across various industries, such as FMCG, energy, finance, and technology.

Sodali & Co provides governance, proxy advisory, and solicitation services for Mutual Funds, ETFs, and Closed-End Funds, offering market analysis, strategic advisory, and campaign execution. Our proprietary analytics and extensive experience enhance shareholder participation and navigate regulatory complexities for successful outcomes.

Sodali & Co helps clients with mandatory climate-related disclosures, risk management, and decarbonization strategies. Services include greenhouse gas accounting, emissions inventory, risk assessments, scenario analyses, and target setting, integrating climate-related data into business models for effective climate strategy implementation.

Sodali & Co specializes in Crisis and Special Situations, crafting impactful messages for dynamic business environments. Our team helps clients navigate crises, seize opportunities, and manage reputational risks amid technological advancements and demands for transparency, ensuring control of their narrative.

Sodali & Co offers specialized services to corporate and sovereign bond issuers, focusing on bondholder identification and communication via their BondWatch platform. We excel in debt restructurings, liability management, ESG integration for Green Bonds, and real-time reporting for complex transactions.

Sodali & Co aligns clients' ESG strategies with investor expectations and industry best practices, tailoring sustainability approaches to unique business needs. We assist public and private clients across sectors, preparing them for mandatory disclosures, digital transformation of sustainability data, and climate transition planning.

Sodali & Co leverages extensive experience and global reach to craft strategic communications for M&A, IPOs, and distressed situations. We provide comprehensive solutions, including media relations, analyst relations, and financial calendar support, aiding FTSE 100, FTSE 250, AIM-listed, and private companies.

Sodali & Co's Activism Preparation and Defense services support companies in proactively addressing and managing activist shareholder actions. We provide comprehensive strategies for preparing for potential activism, including thorough vulnerability assessments, stakeholder analysis, and communication planning.

Sodali & Co specializes in global Corporate Governance and supports diverse clients. We manage shareholder expectations, enhance engagement, and monitor ESG trends. Services include governance reviews, strategic advice, policy development, board assessments, director education, and risk management. 

Sodali & Co offers comprehensive investor relations support to companies across all sectors and at all stages of development. Our solutions are highly tailored, ranging from top level advice to fully outsourced IR. Our specialist services include; diagnostic tools and capital markets intelligence, corporate reporting, analyst and investor engagement, ESG advisory for IR, training workshops and transactions and special situations.

Sodali & Co excels in global M&A and corporate actions. We offer integrated services for tender offers, mergers, SPACs, and cross-border transactions, leveraging local insight and strategic planning to maximize shareholder support. Our expertise includes Information Agent services and governance advisory, ensuring effective execution and comprehensive shareholder support.

Sodali & Co leverages extensive parliamentary experience to offer emergency lobbying, legislative campaigns, and political storytelling. We navigate political risks with public affairs strategies, providing crisis lobbying, government contract management, media and select committee training, and political event planning to protect and enhance value.

Sodali & Co facilitates successful shareholder meetings through expert logistics, global investor outreach, and precise vote tabulation. Our integrated Corporate Governance and Proxy Services include tailored solicitation plans and post-meeting reports, ensuring comprehensive support and specialized campaign management year-round.

Sodali & Co provides a customized range of research services, including data-driven investor and wider stakeholder perception research, to help companies drive performance, manage risk and foster corporate reputation with a view to enhancing valuation and overall stakeholder capital.

We empower companies to drive engagement, advocacy, and action among their most important stakeholders. Our expert teams combine strategic design and communication prowess with creativity, technology, and a deep understanding of brand identity, investor communications, and employee engagement to deliver distinct competitive advantages.