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Sodali is recognized as the global leader in corporate governance consulting, shareholder transactions and institutional investor relations. When a company's board and managers are facing demands from investors, looking for their support, or trying to manage their expectations, they turn to Sodali for advice and services.


Why Sodali? Here are
13 reasons
Sodali
Worldwide

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Services

Corporate governance advisory and Board consulting services

Sodali’s advisory and consulting services build on our expertise in corporate governance, our links with institutional investors, our research and data on share ownership, our transaction skills and our global network of advisors and business executives. We use these resources to help boards and executive managers of listed companies understand who owns their stock and how their governance policies, business goals and performance are perceived by investors.

Sodali conducts both external and internal advisory programs. We generally begin by analyzing a company’s governance profile against external benchmarks. Our Governance Assessment reports show company directors how their policies and practices compare to local and global standards and how their decisions are perceived by investors. These insights are critical to evaluating the board’s role as elected representatives of shareholders. We conduct Board Evaluation programs that examine the inner workings of the board on a confidential basis. Our director evaluations deal with sensitive topics such as independence, diversity, remuneration, succession planning and communication. Our final reports, prepared in collaboration with board chairs, help boards deal constructively with issues of board structure, committee function, governance policies and director recruitment.

The information provided to companies through Sodali’s advisory and consulting services is important to their risk management, due diligence, investor relations and strategic planning.

Advisory & Consulting Services include:

  • CORPORATE GOVERNANCE ASSESSMENT

    • 1) Compliance with local requirements
    • 2) Benchmarking to global standards and best practices
    • 3) Peer company comparison
    • 4) Investor perceptions
    • 5) Communications
  • BOARD EVALUATION

    • 1) Review of current practices
    • 2) Board Evaluation program
      • Board structure and policies
      • Preparation and goals
      • Issues and hot topics
      • Directors questionnaire
      • Personal interviews with Directors
    • 3) Preliminary report to Chairman
    • 4) Final report to Board of Directors
    • 5) Implementation
  • OUTREACH AND ENGAGEMENT WITH SHAREHOLDERS

    • 1) Corporate Governance Road Shows
    • 2) Governance Surveys
    • 3) Investor Relations supplemental programs
  • WORKSHOPS ON CORPORATE GOVERNANCE & SHAREHOLDER COMMUNICATION

    • 1) Board of Directors
    • 2) Executive management
    • 3) Subsidiaries
    • 4) Human resources
  • CORPORATE GOVERNANCE CONSULTING FOR PRIVATE COMPANIES

    • 1) Situation Analysis
    • 2) Corporate Governance Assessment
    • 3) Findings and Recommendations
  • SERVICES RELATED TO INITIAL PUBLIC OFFERINGS

    • 1) Pre-IPO intervention
    • 2) IPO Offering period intervention
    • 3) Post-IPO intervention