Global footprint Sodali & Co serves over 2,000 corporate clients in 70 countries with headquarters in New York, London, and Sydney and offices in major capital markets, presenting opportunities to cross-sell governance, sustainability, and strategic communications services to multinational firms.

Top-ranked advisory Recent recognitions as top company-side adviser in multiple sectors and top global adviser in Bloomberg and Diligent awards position Sodali as a trusted partner for activists, issuers, and financial institutions, enabling sales conversations around high-value advisory engagements.

Expansion momentum Jun 2026 expansion in Italy and Southern Europe with a new Head of Italy signals a strategic push into EU markets, offering a doorway for localized governance and stakeholder engagement services to regional firms and EU-listed companies.

Client scope breadth Current client base includes listed and private companies, financial institutions, mutual funds, ETFs, stock exchanges, and membership associations, creating cross-sell opportunities across Shareholder Services, Governance & Sustainability, and Strategic Communications.

Tech-enabled outreach Adopts a modern tech stack including Snowflake, Salesforce Marketing Cloud, ZoomInfo, and Azure, suggesting readiness for targeted demand generation, data-driven account-based outreach, and scalable client engagement initiatives.