# Sodali & Co

> Sodali & Co is a global stakeholder advisory firm built around one awkward corporate fact: important decisions are won twice, first in the boardroom and then among the people whose votes, capital, trust, or attention make them real. Descended from proxy solicitor Morrow & Co and expanded through a 2016 merger plus a run of acquisitions, the firm now combines shareholder services, governance and sustainability advice, and strategic communications for more than 2,000 clients across 70 countries.

- **Founded:** 1972
- **Headquarters:** New York, United States
- **Founders:** Joe Morrow (Founder of Morrow & Co), Alvise Recchi (Founder of Sodali)
- **Products:** Shareholder Services, Governance & Sustainability, Strategic Communications, Portal, BondWatch
- **Notable:** Expanded from 600 clients in 30 countries after the 2016 Morrow-Sodali combination to more than 2,000 clients in 70 countries by 2024., Ranked number one in Mergermarket's Australian PR adviser table by deal count for both 2024 and 2025; advised on 54 Australian transactions worth US$24.3 billion in 2025., Reported 64% of Dye & Durham's outstanding shares submitted largely in favor of Engine Capital's dissident slate during a 2024 proxy contest.

## Products & services

- **Shareholder Services** — Proxy solicitation, capital-markets intelligence, M&A advisory, fund solutions, activism preparation and defense, and global debt and bondholder services.
- **Governance & Sustainability** — Corporate-governance advice, board evaluation and education, sustainability strategy and reporting, climate advice, research and policy design.
- **Strategic Communications** — Financial and transaction communications, investor relations, crisis and special situations, corporate communications, public affairs, research, brand and design.
- **Portal** — A proprietary platform used to collect creditor accessions, elections and votes in complex debt transactions.
- **BondWatch** — A secure real-time reporting system for bondholder instructions, participation and transaction thresholds.

## Achievements

- Expanded from 600 clients in 30 countries after the 2016 Morrow-Sodali combination to more than 2,000 clients in 70 countries by 2024.
- Ranked number one in Mergermarket's Australian PR adviser table by deal count for both 2024 and 2025; advised on 54 Australian transactions worth US$24.3 billion in 2025.
- Reported 64% of Dye & Durham's outstanding shares submitted largely in favor of Engine Capital's dissident slate during a 2024 proxy contest.
- Supported the Sunac China Holdings restructuring, which achieved approximately 98% scheme participation on more than US$10.2 billion of claims.
- Processed more than 6,000 accession letters, 7,000 voting forms and 9,000 SWIFT messages in the proposed Evergrande restructuring workflow.
- Reached top-four positions across FTSE 100 and FTSE 250 financial-PR adviser tables in 2025 according to the firm's Corporate Affairs Awards submission.

## Latest updates

- **2026-08** — Published its first sustainability report, including inaugural Scope 1, 2 and relevant Scope 3 emissions inventory and a new baseline for future targets.
- **2026-07** — Reported leading positions in Bloomberg's first-half 2026 activism adviser league tables.
- **2026-06** — Appointed Fabio Bianconi as Head of Italy.
- **2026-05** — Expanded its Asia presence through the Beijing Capital Markets Service Center.
- **2026-04** — Announced a strategic brand-and-design partnership with Luminous.
- **2026-02** — Reported top 2025 Mergermarket PR adviser rankings, including first in Australia by deal count.
- **2026-01** — Added four executive leadership roles under CEO Andrew Benett and won the financial-PR mandate for Marshalls plc.

## Links

- Website: https://sodali.com
- LinkedIn: https://www.linkedin.com/company/sodalico
- Twitter/X: https://twitter.com/Morrowsodali

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Profile page: https://yespress.io/sodali-and-co
Published by YesPress — https://yespress.io
Last updated: 2026-09-24