Name: Morrow Sodali
Author: Morrow Sodali

Customer Engagement

Help Desk

Web and Video Conferencing

Customer Support

Functional Testing

Development

Business Intelligence (BI)

Collaboration

Contract Analysis

Enterprise Search

Enterprise

Accounting

CTRM

Financial Research

Financial Risk Management

Finance and Accounting

Applicant Tracking

Compensation Management

Corporate Learning Management

HR Management

On-Demand Payment

Payroll

Resume Parsing

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

3D Printers

3D Printing

API Design

Cloud Migration

Cloud Storage

Component Content Management

Configuration Management

Data Pipeline

Database DevOps

DevOps

Disk Cloning

Fraud Detection

Integration Platform as a Service (iPaaS)

Interoperability

M2M Application Development

Managed Public Cloud Infrastructure

Network Performance Monitoring

Product Implementation Services

Relational Database Management Systems

SaaS Backup

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Content Marketing

Data Management

Digital Experience Platforms (DXP)

Email Marketing

Location Intelligence

Marketing Attribution

Marketing Automation

Referral Marketing

Search Marketing Intelligence

Social Media Management

Social Media Publishing

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Intelligent Virtual Assistant

Sales Enablement

Sales Training

Sales

Data Loss Prevention

Security

Awards Management

Construction Accounting

Construction Takeoff and Estimating

Digital Forensics

Fleet Management

Hospital Management

Insurance Agency Management

Veterinary

Vertical-Specific

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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.

Morrow Sodali is a provider of strategic advice and shareholder services to corporate clients around the world. 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 700 corporate clients in 40 countries, including global multinational corporations. In addition to listed and private companies, the vendor states its clients include mutual funds, ETFs, stock exchanges and membership associations.

Morrow Sodali

Consulting and Advisory Services

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Morrow Sodali

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