{"schemaVersion":2,"listingUrl":"https://haycion.com/advisors/sodali-com","markdownUrl":"https://haycion.com/advisors/sodali-com.md","jsonUrl":"https://haycion.com/advisors/sodali-com.json","name":"Sodali & Co","headline":"Global advisory firm helping boards, management and investors navigate shareholder and stakeholder dynamics.","firmType":"Advisory firm","website":"https://sodali.com","location":"New York, New York, United States","status":{"trust":"unclaimed","text":"Unclaimed: compiled by Haycion from the firm's public website, not reviewed by the firm"},"updatedAt":"2026-10-15T16:26:51.506Z","extractedAt":"2026-09-19T18:05:35.872Z","dateLine":{"kind":"checked","date":"2026-09-19T18:05:35.872Z"},"about":"It combines communications, competitive intelligence and data analysis to manage complex shareholder and stakeholder dynamics. It takes a strategic, cross-disciplinary approach that aligns governance choices with market and investor signals. Clients engage it to navigate contested capital events, fundraising and M&A-related stakeholder challenges and to steady urgent reputation or governance crises.","intro":"Helps leaders anticipate and respond to activist campaigns, contested transactions and urgent reputation issues.","titlePhrase":"Shareholder & Stakeholder Advisory Firm","agentUrl":"https://nowen.ai/agents/sodali-com","contactUrl":"https://haycion.com/advisors/sodali-com/contact","boonFrontDoor":{"url":"https://boon.ai/agents/sodali-com","label":"Send Sodali & Co a request on Boon","sub":"Boon forwards it to Sodali & Co and invites them to reply."},"facts":[{"label":"Works in","value":"Global, United States"}],"idealClient":{"stages":[],"sizes":[]},"fit":{"goodFit":["Based anywhere: they work globally"],"engagement":[]},"specialisms":[{"slug":"fundraising-and-investor-readiness","label":"Fundraising and investor readiness","hubUrl":"https://haycion.com/advisors/specialism/fundraising-and-investor-readiness"},{"slug":"m-and-a-advisory","label":"M&A advisory","hubUrl":"https://haycion.com/advisors/specialism/m-and-a-advisory"},{"slug":"pr-and-communications","label":"PR and communications","hubUrl":"https://haycion.com/advisors/specialism/pr-and-communications"},{"slug":"technology-and-data","label":"Technology and data","hubUrl":"https://haycion.com/advisors/specialism/technology-and-data"},{"slug":"competitive-intelligence","label":"Competitive intelligence","hubUrl":"https://haycion.com/advisors/specialism/competitive-intelligence"}],"services":[{"name":"Board services & governance","description":"Working with boards to refine governance practices and align decision-making with shareholder and stakeholder dynamics."},{"name":"Investor engagement & outreach","description":"Preparing management for investor roadshows and targeted outreach to support fundraising and investor readiness."},{"name":"Activism preparation & defense","description":"Equipping boards and management to anticipate, analyze and respond to shareholder activism through intelligence and communications."},{"name":"Debt & liability management","description":"Advising management on liability positioning and debt strategies to reflect shareholder priorities and market conditions."},{"name":"Sustainability & climate advisory","description":"Integrating climate and sustainability considerations into investor and stakeholder strategies and external communications."},{"name":"Crisis management","description":"Providing rapid-response intelligence and communications support for urgent shareholder or stakeholder crises."},{"name":"Corporate communications for M&A and IPOs","description":"Coordinating external messaging and stakeholder engagement throughout M&A processes and public listing preparations."},{"name":"Capital markets intelligence & analytics","description":"Delivering data-driven analysis of investor behaviour and capital market trends to inform governance and engagement decisions."}],"proofPoints":[],"industries":[],"notableClients":[],"certifications":[],"faq":[]}