Governance expansion Opportunity to cross-sell governance and sustainability advisory services to boards and executive leadership, leveraging the firm’s focus on board effectiveness and corporate governance to expand client engagements beyond individual projects.

Recent M&A activity Capitalize on Morrow Sodali’s acquisitions (Powerscourt, Domestique) to approach clients undergoing integration or needing enhanced corporate communications and stakeholder engagement capabilities.

EMEA research footprint Target European organizations seeking governance and research support, presenting Morrow Sodali’s newly established EMEA research practice as a differentiator and entry point for advisory partnerships.

Small client upsell Focus on expanding within the small to mid-market segment, where revenue is under one million, by offering scalable governance, sustainability reporting, and board effectiveness services to grow average deal size.

Integrated tech stack Leverage the firm’s digital tools and marketing tech stack (Pardot, 6sense, ZoomInfo, LiveChat) to run targeted outreach to boards and governance committees, accelerating lead generation and account-based selling.