Sodali's mission is to help companies anticipate, understand and deal effectively with the expectations of investors, minority shareholders and the financial markets.
The aim of our intervention is to pave the way for the successful management of the relations between a company and its shareholders, assisting companies in aligning their governance structures to meet their investors' expectations and when they face transactional and deal-related challenges, such as shareholder Meetings, takeovers and other extraordinary transactions, for which shareholder response is key.
Our activities may include, amongst others:
Consultation on corporate governance policies and issues
Directors education on governance aspects
Research, monitoring and analysis of share ownership and assessment of its strategic implications
Planning and conduct of AGMs and EGMs
Analysis of shareholder participation and voting policies in order to provide scenarios of shareholder support
Efficient management of disclosure and communication
Facilitation of cross-border share voting
Intervention with investors, custodians, proxy advisors and other participants in the voting process
Establishment and maintenance of a line of communication with decision makers amongst investors (i.e. governance, compliance, back-office officers)
Management of the expectations of different categories of shareholders, their objectives and drivers of influence
Optimization of response to vulnerability to shareholder activism, short-term pressures and control threats
Mobilization of investor support for mergers, acquisitions and strategic initiatives
Participation in governance policy and regulatory reform initiatives
Successful implementation of Sodali programs can help companies implement strategy, lower the cost of capital, achieve long-term goals, create shareholder value and reduce the threat of activism and takeovers.
