Morrow Sodali

Morrow Sodali is the leading global consultancy specializing in shareholder services, corporate governance, proxy solicitation and capital markets transactions. The firm provides corporate boards and executives with strategic advice and services relating to a broad range of activities, including: mergers and acquisitions, annual general and extraordinary shareholder meetings, dissident and contested campaigns, shareholder activist initiatives and multinational cross-border equity and debt transactions.

From headquarters in New York and London and nine offices in major capital markets, Morrow Sodali serves more than 600 corporate clients in 35 countries, including many of the world’s largest multinational corporations. In addition to listed and private companies, its clients include mutual funds, stock exchanges, membership associations and activist investors.

The Team
and the management of the assignments

Morrow Sodali brings to every assignment an experienced team of researchers, transaction specialists, communications experts and relationship managers who work under the oversight of the senior management team.

○ Morrow Sodali’s senior management has long-standing experience in the industry and proven track-record in driving the business forward, anticipating market trends and efficiently delivering projects assigned.

○ The operational team is organized to cover the global investor base of our clients and is familiar with the inner workings of financial market systems, structures and back office arrangements.

○ The relationship managers have a consultancy background and linguistic skills and expertise of each market we cover.

A Morrow Sodali project team provides technical knowledge and practical skills essential to program implementation. The team blends expertise in global investment processes with working knowledge of the local culture, standards and business practices in each jurisdiction where Morrow Sodali clients are located.

The thorough dedication and extensive understanding of how to address global shareholder concerns with regards to the different procedures of the trading markets in which we operate supports our ambition to play a leadership role in helping companies aligning their governance practices to their shareholder requirements – tackling issues surrounding effective communication, transparency, cross border voting – that affect both companies and investors.



Clients