Defining the vision to bring value to corporate clients for the next 50 years

Morrow Sodali, the global shareholder engagement and governance consulting firm, today announced the launch of “Building Together,” a global initiative that marks the firm’s 50^th anniversary as industry leader and highlights its vision for maximizing value to clients in the face of transformative changes taking place in the capital markets.

Adam Frederick, Morrow Sodali Global President, said, “Our motto ’Building Together’ carries two messages. First, it embodies a commitment by our leadership and global teams to invest in the people, technology and services that will continue to maximize our value to clients. Second, it is a message to clients that Morrow Sodali can provide a comprehensive, one-stop solution for all the challenges companies face with respect to ESG (Environmental, Social and Governance), sustainability, corporate purpose and stakeholder engagement.”

Alvise Recchi, Morrow Sodali CEO, stated: “The trajectory of our firm’s growth and evolution has been shaped in response to successive developments during the past five decades that have impacted corporations, investors, shareholders and the financial markets. These factors range from the rise of collective investment vehicles, the takeover era, shareholder activism, globalization, technological innovation and the evolution of corporate governance, environmental and social issues.“

“Morrow Sodali anticipated these changes and guided corporate clients in adapting to them. Today we are leading the market in dealing with the retreat from shareholder primacy, the emergence of stakeholders, the focus on climate change and the reorientation of the capital markets to embrace goals of diversity, inclusiveness and sustainability.”

Adam Frederick added, “By staying ahead of the issues and continuously analyzing market expectations, Morrow Sodali has been able to help corporate clients avoid problems before they occur and move forward to achieve their strategic goals. We are very much looking ahead to continuing our role as industry leader over the next 50 years.”

Headquartered in New York and London, Morrow Sodali has offices in all the world’s key capital markets. The firm serves approximately 1,000 clients in more than 80 countries, with services that include: stakeholder engagement; institutional investor relations; capital markets intelligence; proxy solicitation; fixed income and mutual fund services; board and governance evaluation; corporate reporting and communications; and support services and strategic advice relating to ESG, mergers & acquisitions, shareholder activism and contests for control.

Morrow Sodali has increased its market share rapidly in recent years, including being named number one in activism advisory in Refinitiv’s Activism Scorecard for 2021. Morrow Sodali is also ranked the number one global M&A advisor for 2021 and 2020 by Mergermarket and the number one U.S. M&A proxy solicitor for 2021 and 2020 by The Deal.

“Building Together“ includes an anniversary microsite (https://morrowsodali.com/50-anniversary/), profiles of Morrow Sodali employees from around the world, a video series, webinars, events and an advertising campaign focusing on Morrow Sodali’s corporate vision.

For more information about Morrow Sodali, please visit www.morrowsodali.com.

ABOUT MORROW SODALI

Morrow Sodali is a global corporate advisory firm that provides clients with comprehensive advice and services relating to corporate governance, ESG, sustainability, proxy solicitation, capital markets intelligence, shareholder and bondholder engagement, M&A, activism and contested situations.

From headquarters in New York and London and offices in global capital markets, Morrow Sodali serves approximately 1,000 clients in 80+ countries, including many of the world’s largest multinational corporations. Clients include listed and private companies, mutual fund groups, stock exchanges and membership associations.

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