Launch of Sodali & Co, New Company Formed from Morrow Sodali Following Rapid International Growth

Sodali & Co (the ‘Firm’), formerly Morrow Sodali, a leading global advisory firm, is proud to announce the launch of its new brand, redefining its market presence following the Firm’s rapid international expansion through a series of successful acquisitions.

The new identity recognizes the Firm’s 50-year history and unifies the compelling combination of businesses it has acquired in recent years including GPS; Di Costa Partners; Nestor Advisors; Gryphon Advisors; Citadel Magnus; FrameworkESG; HXE Partners; Powerscourt; Domestique; and Designate. Sodali & Co has the strong investment backing of its majority owner, TPG Growth, the middle market and growth equity platform of TPG, one of the largest asset managers in the world.

Sodali & Co has built an impressive global scale with a team of more than 450 employees serving over 2,000 clients. The Firm has been consistently ranked as the leading global proxy advisor in activist and merger situations. Across its three complementary practice areas of Shareholder Services, Governance & Sustainability, and Strategic Communications, each has specialties covering:

• Shareholder Services covers proxy solicitation services, capital markets intelligence, M&A advisory, fund solutions, and global debt and bondholder solutions
• Governance & Sustainability covers corporate governance, board services, sustainability advisory, and climate advisory
• Strategic Communications covers corporate communications, crisis & special situations, financial & transaction communications, investor relations, public affairs & campaigns, research, and brand & design

The new name derives from the Latin word “Sodalis,” meaning “companion,” and aligns with the Firm’s role as a trusted advisor, helping clients build stakeholder capital through navigating the complex dynamic of shareholder and wider stakeholder interests.

“By bringing together our diverse expertise under one unified entity, we are better positioned to assist our clients’ evolving needs,” said Alvise Recchi, global CEO. “No other firm combines integrated and specialist expertise in shareholder services, governance and sustainability, and strategic communications in the same way as Sodali & Co.”

“This is not just a rebrand. It represents our dedication to building a world-class advisory firm,” said Recchi. “We are unwavering in our commitment to excellence for our clients, supporting them to adapt and thrive in an increasingly volatile, uncertain, complex, and ambiguous world.”

The Sodali & Co brand will be deployed globally immediately.

ABOUT SODALI & CO

Sodali & Co advises corporate clients worldwide as they navigate the complex dynamic of shareholder and stakeholder interests. The firm supports business leaders in anticipating issues, making better, more informed decisions, and communicating more effectively to drive alignment and accelerate performance.

From headquarters in New York, London, and Sydney to offices in major capital markets, Sodali & Co serves over 2,000 corporate clients in 70 countries, across three practice areas of Shareholder Services, Governance & Sustainability, and Strategic Communications. In addition to listed and private companies, its clients include financial institutions, mutual funds, ETFs, stock exchanges, and membership associations.

For more information about Sodali & Co, please visit www.sodali.com.

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