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Sodali & Co logo — We help you navigate the complex, ever-changing dynamic of s...

Sodali & Co

We help you navigate the complex, ever-changing dynamic of shareholder & stakeholder interests.

Founded 2006 United States New York, United States 455 employees Private Equity Total: $15.00M Financial Services

General Information

Company Name Sodali & Co
Founded Year 2006
Location United States New York, United States
Founders / Decision Makers
Team member Team member Team member Team member Team member
Employees 455
Industries Financial Services
Funding Stage Private Equity
Social

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About Sodali & Co

Morrow Sodali is a global corporate consultancy that offers comprehensive advice and services for corporate governance, compensation, ESG, sustainability, proxy solicitation, capital markets intelligence, shareholder and bondholder engagement, M&A, activism and contested situations, financial communications, investor relations, and research. With headquarters in New York and London, and offices in global capital markets, the company serves nearly 2,000 clients in more than 80 countries, including many of the world’s largest multinational corporations, both listed and private, mutual fund groups, stock exchanges, and membership associations. Having celebrated its 50th anniversary in 2022, Morrow Sodali secured a majority investment from TPG Growth, the middle market and growth equity platform of alternative asset firm TPG in the same year. This partnership has significantly advanced the firm’s mission of providing clients worldwide with unrivaled strategic advice and comprehensive support, enabling them to maximize value and expertly manage stakeholder relations. The company's last investment was a Private Equity Round investment at 20 September 2020, and the investor was St. Cloud Capital. In summary, Morrow Sodali is a leading provider of strategic advice and shareholder services to corporate clients worldwide. With its well-established presence in the financial services industry and recent investment from TPG Growth, the company is well-positioned to continue delivering value and expertise in stakeholder management for its clients.

Business keywords: Corporate governance, Strategic advice, Shareholder services, ESG, Proxy solicitation, Capital markets intelligence, M&A, Activism, Financial communications, Investor relations, Global consultancy, Stakeholder relations, Board consulting, Bondholder campaigns, Corporate communication

Funding Rounds & Investors (2)

View All
Funding Stage Amount Investors Lead Investors Date
Private Equity Round Undisclosed 1
St. Cloud Capital
St. Cloud Capital
20 Sep 2020
Private Equity Round $15.00M 1
Granite Creek Capital Partners, L.L.C.
Granite Creek Capital Partners, L.L.C.
07 Aug 2019

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FAQ About Sodali & Co

We help you navigate the complex, ever-changing dynamic of shareholder & stakeholder interests.
Sodali & Co was founded in 2006.
Sodali & Co is headquartered in New York, United States.
Sodali & Co operates in Financial Services. Its work centres on Corporate governance, Strategic advice, Shareholder services and ESG.
Sodali & Co has approximately 455 employees.
Sodali & Co has completed 2 funding rounds, raising a total of $15.00M. The latest funding stage is Private Equity.
Top alternatives and competitors to Sodali & Co include Q4, Rose & Company, LHA - Investor Relations, SUMAQ - Comunicação Financeira, Churchgate Partners. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Sodali & Co and Q4 are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Sodali & Co, https://bouncewatch.com/company/morrow-sodali, updated 30 December 2024. When citing, please name BounceWatch and link this page.

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