Morrow Sodali

Morrow Sodali is a business analysis and advisory service that caters to small to large companies. According to the vendor, Morrow Sodali offers a wide range of services to support corporate governance, ESG advisory, merger and acquisition transactions, capital market intelligence, proxy contests and shareholder activism, proxy solicitation, retail services, board of director services, global debt services, SPAC advisory, strategic communications, crisis and issues management, investor relations, transaction communication, research, and SPAC proxy solicitation.

Key Features

Corporate Governance Advisory Services: According to the vendor, Morrow Sodali provides strategic advice on corporate governance from a shareholder and proxy perspective. They also offer guidance on public policy and regulation.

ESG Advisory Services: Morrow Sodali offers a range of ESG advisory services, including ESG and sustainability disclosure review, investor profiling and voting trends analysis, ESG investor engagement, and ESG training and coaching for boards and executives.

Merger & Acquisition Services: Morrow Sodali provides assistance with contested M&A transactions, information agent services for tender and exchange offers, advisory and solicitation services for SPACs, and support for mergers, acquisitions, and reorganizations.

Capital Market Intelligence Services: Morrow Sodali offers strategic stock surveillance, shareholder and bondholder ownership analysis and profiling, investor profiling, and activist watch services.

Proxy Contests, Hostile Takeovers & Shareholder Activism Services: Morrow Sodali assists with shareholder profile analysis, engagement with proxy advisors, engagement with institutional and retail shareholders, message content and communications support, vote solicitation and tabulation, and governance advisory and strategic stock surveillance.

Proxy Solicitation Services: Morrow Sodali provides support for annual and special shareholder meetings, consent solicitations, cross-border and depositary receipt campaigns, SPAC campaigns, and private and membership organization campaigns.

Retail Services and Additional Capabilities: Morrow Sodali offers IPO services, telephone solicitation campaigns, retail shareholder outreach programs, post-merger clean-up and asset reunification programs, odd-lot buyback situations, vote tabulation services, inspector of election services, and expert witness testimony services.

Board of Director Services: Morrow Sodali assists with board evaluation, self-evaluation methodology and tools, development of board skills matrix, ESG consultation, coaching for proxy advisor and shareholder engagement, and corporate governance workshops and training.

Global Debt Services: According to the vendor, Morrow Sodali provides bondholder identification, debt restructurings and liability management, ESG integration and "Green Bonds" expertise, and utilizes the BondWatch real-time reporting system.

SPAC Advisory Services: Morrow Sodali offers specialized advisory services for SPAC business combinations and extension meetings, SPAC exchange listing advisory, SPAC shareholder identification, and acts as a SPAC information agent.