Sodali Aligning interests

Services

Sodali provides expertise and services relating to shareholder transactions, corporate governance, board assessment and relations with institutional investors.

The firm’s mission is to help align the interests of corporate boards, managers, owners and investors to achieve the common goal of long-term value creation.

Our expertise and global perspective help companies anticipate and respond to issues that are of concern to investors in their capacity as fiduciaries and long-term owners. These issues include: cross-border communication and share voting, corporate governance, board quality and effectiveness, social and environmental practices, executive remuneration, risk management, transparency, minority shareholder rights, shareholder activism, takeover bids.

Our services complement and work in tandem with our clients’ financial communications, investor relations and board evaluation programs. We add value by enabling clients to identify and engage with key institutional decision-makers who are responsible for voting shares and monitoring the governance of portfolio companies.

The team at Sodali has worked on over 400 assignments around the globe in the past 10 years. These include both:

• the supply of governance advice and intelligence, to help Boards and executive managers understand how their policies and practices compare to local and global standards and how their decisions and business goals are perceived by investors;
• Shareholder Transaction services in conjunction with ordinary and extraordinary Shareholder Meetings, mergers, demergers, acquisitions, defences, disposals and other corporate actions in which maximization of investor (equity and debt holders) reach, understanding and support is required.