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MC Square Group acts as advisor and principal in the Sodali – Morrow merger

By Sarah

Greenwich, CT (May 12, 2016) – Sodali has acquired Morrow & Co., LLC (the “Company”) to create Morrow Sodali Global LLC, the largest independent corporate governance, proxy solicitation, investor relations, capital markets and shareholder services firm in the world, serving more than 600 corporate clients in 30 countries. MC Square Capital LLC (the “Advisor”) served as exclusive financial advisor to Sodali MC Square Holdings, LLC, an affiliate of the Advisor, also participated as a principal in the transaction.  Duane Morris LLP acted as counsel to the Advisor and MC Square Holdings.

Sodali (www.sodali.com) is a global leader in advising boards of directors and senior management on issues such as corporate governance, director evaluation, management succession, executive compensation, shareholder engagement and transparency, investor communication, IPOs, bond holder transactions, social policy and sustainability.  Sodali has offices in London, New York, Geneva, Madrid, Paris, Rome and partnerships in Sao Paulo, Beijing, Johannesburg, Mexico City and Lima.

Morrow & Co. (www.morrowco.com) was founded in 1972 and has grown to become the leading independent provider of proxy solicitation and corporate governance consulting services in the U.S., serving hundreds of major publicly-traded companies, mutual funds, and financial institutions looking to reach and influence shareholders. The Company’s services include solicitation for annual shareholder meetings and proxy contests, stock watch services, and year-round research and consulting on emerging governance trends.  Morrow & Co. maintains offices in Stamford, Dallas, and Chicago. 

MC Square Capital, LLC (www.mcsquarecapital.com), an MC Square Group company, is an investment banking firm specializing in middle-market strategic consulting and merger and acquisition advisory services.  Through its MC Square Group affiliates, MC Square PI, LLC and MC Square Holdings, LLC, MC Square Group seeks to identify and co-invest in proprietary direct transactions that are sponsored by top-performing institutional investors, private equity firms, veteran management teams, and family offices.  MC Square Capital is a member of FINRA and the SIPC.  For further information, contact Marino Marin, (646) 780-7166

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