General Meetings and Transactional Services
Sodali regards Annual General Meetings and other transactions requiring shareholder response as the building blocks for a company’s corporate governance and investor outreach programs.
We bring a systematic, research-based methodology to every mandate. Capitalizing on our global expertise and proprietary databases, we assemble shareholder data and prepare a comprehensive Ownership Analysis Report. We then review the company’s governance profile, analyze the issues and develop a set of strategic alternatives. After agreeing on a plan of action, we oversee the conduct of the communication and outreach campaign to maximize shareholder participation. We carefully review transaction results and prepare a final report and recommendations.
Sodali uses this methodology to achieve successful results in a variety of transactional assignments: EGMs, bondholder campaigns, reorganizations, capital restructurings, mergers and acquisitions, response to shareholder activists, contests for control, takeover bids and other cross-border initiatives.
In every case Sodali works closely with clients and their advisors to achieve important goals: maximize shareholder response and support, facilitate information flow and share voting, develop data and insights about shareholders, strengthen shareholder communication and outreach, improve networking and establish credible and productive relationships with institutional decision-makers. Well-run shareholder transactions help companies reduce confrontation with shareholders, avoid negative publicity and generally align their strategic goals with the interests of their investors.
Transactional Services include:
- Ownership Analysis and Profiling
- Preparation and Conduct of AGMs
- EGMs, Activist Proposals and Contested Elections
- Mergers and Acquisitions
- Takeover Preparedness and Defense
- Restructurings and Bondholder Programs