Advisory & 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
- Board Evaluation
- Outreach and Engagement with Shareholders
- Workshops on Corporate Governance & Shareholder Communication
- Corporate Governance Consulting for Private Companies
- Services Related to Initial Public Offerings (IPOs)