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.