The firm provides corporate boards and executives with strategic advice and services relating to 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 1,000 corporate clients in 80+ countries, including many of the world’s largest multinational corporations. In addition to listed and private companies, its clients include financial institutions, mutual funds, ETFs, stock exchanges, and membership associations.

Morrow Sodali’s mission is to bring together all the expertise, information, technology, and resources companies need to engage effectively with shareholders and maximize support for their business initiatives. Our goal is to establish a strategic partnership with each of our clients by offering timely and insightful advice, high-quality service, and customized solutions to their governance and ownership challenges.

How We Add Value

• Expertise Meets Personalization: We blend the depth of a global enterprise with the tailored service of a boutique, catering to each client’s unique needs.

• Customized Strategic Advice: Our approach goes beyond off-the-shelf solutions. We provide bespoke, best-in-class services.

• Holistic Governance Support: Navigating the annual governance cycle, we treat meetings as pivotal events and proxy solicitation as a rich source of ownership insights.
• Unlocking Shareholder Response: Operating within intricate networks, we bridge gaps between companies and beneficial owners, ensuring optimal shareholder engagement.
• Trusted Relationships: Our credibility with institutional investors gives us an edge when clients seek backing.
• Global Insights: Working across jurisdictions, we grasp diverse governance nuances and investor decision-making dynamics.
• Cutting-Edge Operations: Our industry-leading global platform equips clients to meet investor stewardship standards and regulatory demands.
• Proven Track Record: With over 50 years of success, we excel in mergers, acquisitions, proxy contests, takeovers, and shareholder activism.
• Ethical Commitment: As pioneers, we adopted a formal Code of Business Conduct, safeguarding client confidentiality and avoiding conflicts of interest.

Our Advisory Services

Morrow Sodali's integrated services cover every aspect of corporate governance, shareholder communication, and engagement.

Our blend of local expertise and global outlook enables companies across various markets to proactively address matters relevant to investors acting as fiduciaries and long-term owners. We align our services seamlessly with clients' financial communications, investor relations, and board evaluation initiatives. We enhance value by facilitating client interactions with key institutional decision-makers who oversee voting shares and monitor portfolio company governance.

For publicly traded companies, the Annual Corporate Cycle involves a sequence of obligations centered on financial reporting and the annual shareholder meeting. Allowing for differences in local regulatory requirements, these obligations now include corporate governance, environmental practices, social policy (ESG), board accountability, sustainability, and other long-term issues of concern to a broad base of stakeholders, shareholders, and the investing public. 

Morrow Sodali's integrated services—ESG advisory, Analytics and Consulting, Ownership Profiling, Capital Markets Intelligence, Proxy Solicitation, Mergers & Acquisition Services, Transactional Services, SPAC Advisory Services, Services for Registered Funds: Mutual Funds, ETFs and Closed-End Funds, Investor Communication, Global Debt Services, Fund Services, and Activism Preparedness—provide comprehensive data, expertise, execution capabilities, and support that companies and boards need throughout the Annual Corporate Cycle.

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