Last deal

Amount

Private Equity

Stage

20.09.2020

Date

2

all rounds

$15M

Total amount

date founded

Financing round

General

About Company
Morrow Sodali is a leading global consultancy specializing in shareholder services.

Industry

Sector :

Subsector :

founded date

01.01.2006

Number of employees

Company Type

For Profit

Last funding type

Private Equity

IPO status

Private

Description

The company provides strategic advice and services on a range of corporate governance matters, including mergers and acquisitions, annual and extraordinary shareholder meetings, dissident and contested campaigns, shareholder activist initiatives, and multinational cross-border equity and debt transactions. Morrow Sodali also offers executive consulting and strategic advisory services to assist businesses in making investment decisions. Their expertise in shareholder and bondholder services, proxy solicitation, and capital markets transactions allows corporate boards and executives to access effective strategies and advisory relating to cross-border equity transactions, debt restructuring services, and shareholder activist initiatives.
Contacts

Contact Email

Phone number

Social url

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M&A Details
1

Transaction name

Acquired by

TPG Growth

announced date

26.04.2022

Financials

Funding Rounds
2
2

Number of Funding Rounds

$15M

Money Raised

Their latest funding was raised on 20.09.2020. Their latest investor St. Cloud Capital. Their latest round Private Equity

Date 
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count Of Investments

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Robert Lautz

Robert Lautz is a Co-Founder and Managing Partner of St. Cloud. Mr. Lautz has been involved with all aspects of St. Cloud’s day-to-day operating activities and portfolio management functions since the firm was founded. Mr. Lautz is a member of the Investment Committee of St. Cloud and is responsible for sourcing, execution and portfolio monitoring functions. Mr. Lautz has over 25 years of operating experience as a business owner and entrepreneur and as a CEO of both private and public companies. At St. Cloud, he serves as operating partner and, if necessary, turnaround manager. Mr. Lautz’s prior business involvement includes being Chairman and co-founder of REO.com, an internet-based sales mechanism for bank foreclosed properties. Prior to that he served as the CEO of ListingLink, the original Internet-based residential property multiple listing service. Mr. Lautz formed and was Chairman and CEO of Indenet, Inc., a NASDAQ listed private satellite-based network that delivered digital advertisements and programming to the 3000+ national broadcast and cable television networks. Mr. Lautz began his career within Citibank’s Operating Group where he rose to become the Senior Financial Officer, responsible for all financial functions and strategic planning. He ultimately purchased this division from Citibank to form a start-up business named Property Data Services, which he built to the 3rd largest company of its kind domestically. He currently serves on the Board of Directors of SecureOne Data Solutions, LLC, Compact Power Equipment Center, LLC, Prestige Industries, LLC. OmniTank, LLC and Johnson Products. Mr. Lautz earned a Master’s degree from the American Graduate School of International Management (Thunderbird), and a BS in Business Administration from Miami University in Oxford, Ohio.

current job

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Acquisitions
4
Acquiree Name 
Date 
Price 
Acquisition Name 
Powerscourt acquired by Morrow Sodali

Powerscourt acquired by Morrow Sodali

acquirer

Morrow Sodali
Morrow Sodali

date

11.10.2023

type

Acquisition
Powerscourt

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Powerscourt is a financial communications firm that provides advisory services to senior management.

Sector

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Subsector

Media Agencies

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Advice, Public Relations, Consulting

Location

London, UK
HXE Partners acquired by Morrow Sodali

HXE Partners acquired by Morrow Sodali

acquirer

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Morrow Sodali

date

03.08.2023

type

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Gryphon Advisors acquired by Morrow Sodali

Gryphon Advisors acquired by Morrow Sodali

acquirer

Morrow Sodali
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date

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type

Acquisition
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People

Founders
1
Alvise Recchi
Alvise Recchi

Alvise Recchi

Chief Executive Officer and founding partner of Morrow Sodali. He is currently also partner of Global Wealth Management (GWM) and Head of Corporate Communication of Greentech Energy Systems. He has been CEO and founding shareholder of GSC Proxitalia where his responsibilities included developing the shareholder service business in Europe and Latin America, together with partner Georgeson Inc. In 2005 Georgeson and Proxitalia were bought by Computershare. He started his career in 1993 at Credit Suisse dealing with the management and the distribution of financial products. In 1994 he moved to INA Group where he dealt with corporate finance and investor relations related to the listing, private placement, acquisitions and spin off of the real estate portfolio. In 1998, he moved to Telecom Italia as Investor Relations manager but left the following year after the hostile takeover and change in management. Born in Rome, he obtained a Degree in Economics and completed his post graduate studies at Insead.

current job

Morrow Sodali
Morrow Sodali

organization founded

1

Alvise Recchi

Employee Profiles
24
Dominic Henderson

Dominic Henderson

Managing Director

Giacomo Fiorenzi

Giacomo Fiorenzi

Global Sales Coordinator

Donna M. Corso

Donna M. Corso

Senior Director

Tom Margadonna

Tom Margadonna

Managing Director

John C. Wilcox

John C. Wilcox

Chairman

Alvise Recchi

Alvise Recchi

Chief Executive Officer & Founder

Borja Miranda Johansson

Borja Miranda Johansson

Managing Director

Andrea Di Segni

Andrea Di Segni

Head of Corporate Advisory - Partner

Activity

Recent News
1