Morrow Sodali

Morrow Sodali Global LLC is an independent consultancy that specializes in corporate governance, shareholder services, proxy solicitation, and capital markets transactions. Founded in 2006 and headquartered in New York, the firm provides comprehensive advisory services to corporate boards and management teams regarding shareholder engagement and communication strategies. Its offerings include ownership data research, strategic ownership analysis, pre-meeting data collection, vote solicitation campaigns, and post-meeting evaluations. Morrow Sodali also advises on complex issues such as mergers and acquisitions, hostile takeovers, and corporate governance assessments, while assisting with annual and extraordinary shareholder meetings and contested campaigns. With additional offices in major cities across Europe and partnerships in key global markets, Morrow Sodali operates as a subsidiary of FlexInvest Securities, Inc., positioning itself as a leader in facilitating effective shareholder relations and capital market transactions.

Jocelyn McBride

Co-CEO

5 past transactions

Domestique Consulting

Acquisition in 2023
Domestique Consulting is a communication and reputation management firm that helps clients overcome obstacles. Domestique Consulting is headquartered in Sydney, Australia.

HXE Partners

Acquisition in 2023
HXE Partners is a consulting firm specializing in Environmental, Social, and Governance (ESG) services. They assist businesses in corporate governance and investment decisions by providing strategy development, stakeholder engagement, policy creation, due diligence, investor reporting, and decarbonization strategies. Their services help clients align their sustainability and ESG goals with stakeholder expectations and industry best practices.

Gryphon Advisors

Acquisition in 2021
Gryphon Advisors was a consulting firm established in 2019 and headquartered in Toronto, Canada. The firm specialized in full-service proxy solicitation and provided a range of consulting services in corporate governance, mergers and acquisitions, and contested meetings. Gryphon Advisors also offered expertise in executive compensation and investor voting behavior analytics. Notably, the firm catered to various sectors, including cannabis and energy. On December 6, 2021, Gryphon Advisors ceased operations and merged with Morrow Sodali, enhancing its capabilities in the corporate governance and proxy solicitation landscape.

Global Proxy Solicitation

Acquisition in 2017
Morrow Sodali is a prominent global consultancy that specializes in shareholder services and corporate governance. The firm offers strategic advice and comprehensive services related to proxy solicitation, mergers and acquisitions, and both annual and extraordinary shareholder meetings. It assists boards of directors and executive management teams in navigating complex issues such as shareholder activism, dissident campaigns, and corporate governance challenges. Additionally, Morrow Sodali provides expertise in conducting multinational equity, debt, and merger transactions, ensuring that clients effectively engage with their shareholders and meet regulatory requirements.
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