Proxy Solicitation

  • Annual and special meetings
  • Bondholder meetings and consent solicitations
  • Mutual fund solicitations
  • Private membership and association solicitations

Consent Solicitation

The cornerstone of a successful solicitation is viewing it as a year-round commitment. Our expert, dedicated teams handle all aspects of your solicitation including an initial analysis of your shareholder profile, review and offer advice on your preliminary proxy statement to highlight potential issues from the proxy advisory firms ISS and Glass Lewis. Combining our global reach and years of experience, we furnish our clients with information on corporate governance, SEC and SRO rule changes, and emerging governance issues in real time.

SPAC Proxy Solicitation and Identification

Morrow Sodali has unparalleled experience with SPAC solicitations. We have handled over 80% of all the SPAC transactions in recent years. We offer a customized proxy solicitation, information agent, and shareholder identification program that are critical to the successful completion of SPAC transaction or tender offer tailored for each specific situation with` the global reach and unparalleled knowledge base necessary to be successful in this arena.

Mutual Fund Proxy Solicitation

Morrow Sodali provides a true turnkey proxy services solution for mutual fund companies. The main features of the Morrow Sodali approach are proxy planning assistance and strategic analysis. Our professionals will utilize their extensive experience to craft a proxy plan that will maximize results and minimize your cost. Our expert team handles all aspects of your mail and phone solicitation including scheduling, recommending the most effective way to present your proxy materials, managing the distribution of your solicitation package and establishing telephone and Internet voting.

For further inquiries, please contact our Business Development Department