Our services

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 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 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'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 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 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.