Sodali & Co

Join Sodali & Co and CommPRO for a virtual roundtable. This session will explore how businesses can proactively manage shareholder activism and navigate potential activist-driven initiatives, particularly within the current political and economic climate. Featured speakers include: -Michael Verrechia, Senior Managing Director, Sodali & Co -Elizabeth K. Bieber, Partner, Freshfields -Stephen L. Brown, Senior Advisor, KPMG -Renee Soto, Founding Partner, Reevemark -Keith Gottfried, CEO, Gottfried Shareholder Advisory (moderator) Don’t miss this opportunity to gain valuable insights. Sign up today: https://lnkd.in/gWCzvWpb

The future is green, and the leaders who adapt will thrive. https://bit.ly/3CLNAIw Join us at the Sustainability Leaders Summit | 5-6 March 2025 | Melbourne to discover how to tackle environmental challenges and integrate sustainability into your business framework. Don’t miss Michael Salvatico GAICD presenting on Day 2. Let’s come together for a more sustainable future. Register now – https://bit.ly/3CLNAIw #Sodali #Sustainability #ClimateAction

Uncover the latest trends in activist investment with our comprehensive analysis. The Sodali 40 unpacks key insights into activist investment including: https://lnkd.in/gd2akxtw -Major new positions and liquidations -Regional market value changes -Sector and industry shifts Download the report: https://lnkd.in/gd2akxtw #ActivistInvestment #MarketInsights #Sodali40 

Sodali & Co's Activism team congratulates Matthews International on its successful proxy contest against Barington Capital Group. Sodali is proud to have worked with Matthews and an outstanding team of advisors to secure all three board seats for the company despite negative recommendations from all major proxy advisory firms.

Susan Choe, Senior Managing Director, Head of US Corporate Governance, continues to make a significant impact on corporate governance as part of the Markets Advisory Council (MAC) with the Council of Institutional Investors (CII). Her expertise is helping to influence important conversations around governance and market trends. Learn more: https://lnkd.in/dD7MawAq #CorporateGovernance #Leadership #CII

The London IPO market has endured a challenging period since 2021. But new regulations, optimism & pent-up demand might signal a potential recovery. James White shares his thoughts on what 2025 might hold >> https://bit.ly/415Tz4l #sodali #strategicommunications #IPO #publicmarkets

Join Michael Verrechia, Senior Managing Director, in a virtual roundtable hosted by CommPRO: Planning for Shareholder Activism During the 2025 Proxy Season. This interactive discussion will explore how companies can navigate the potential rise in shareholder activism and activist-driven dealmaking under the current political climate. Learn from experts: -Elizabeth K. Bieber, Partner, Freshfields -Stephen L. Brown, Senior Advisor, KPMG -Renee Soto, Founding Partner, Reevemark -Michael A. Verrechia, Senior Managing Director, Sodali & Co -Keith Gottfried, CEO, Gottfried Shareholder Advisory (discussion moderator) Register here: https://lnkd.in/gWCzvWpb

As you prepare for your 2025 Annual Meeting, understanding and managing shareholder dynamics is essential. A Pre-Record Date Shareholder Profile Analysis offers a current, detailed snapshot of your shareholder landscape, allowing companies to identify potential risks well before the Annual Meeting solicitation window begins. https://bit.ly/4gJ1IAg This analysis provides critical insights into: -Institutional shareholder influence and proxy advisory firm positions -Short-interest trends, block trades, and activist accumulations -Non-U.S. investors, non-13F filers, and retail investor shifts -Broker-dealer and derivative positions By monitoring these factors early, companies can make proactive, informed decisions, improving vote forecasting and minimizing unexpected outcomes as the Annual Meeting approaches. Learn more: https://bit.ly/4gJ1IAg

More than a name change—the Washington H. Soul Pattinson rebrand redefined its future. https://bit.ly/4hPS6EH We conducted in-depth research to align the brand with its growth story, earning industry recognition along the way. See how we made it happen: https://bit.ly/4hPS6EH #Sodali #Branding #BrandStrategy #Design

California's landmark bills: SB-253, the Climate Corporate Data Accountability Act and SB-261, the Climate-Related Financial Risk Act, will require action from companies doing business in California. Read insights by Harry Etra Alyssa Sweigard Hallie Elrod to learn more about new California Climate rules and how and when affected companies ought to prepare. Read the article: https://lnkd.in/gJGmKuUi