Di Costa Partners Becomes Morrow Sodali Fund Solutions

Morrow Sodali Furthers its Corporate Vision of "Building Together" into One, United Brand

Di Costa Partners (“DCP”), a strategic advisory and proxy solicitation company focused exclusively on registered funds (and a subsidiary of Morrow Sodali, the global shareholder engagement advisory services firm), has formally changed its name to Morrow Sodali Fund Solutions, effective immediately.

The newly branded Morrow Sodali Fund Solutions brings deep experience across the three major categories of U.S. registered funds – mutual funds, ETFs and closed-end funds. This complements Morrow Sodali’s expertise in providing strategic advice and shareholder services to corporate clients. As a thought leader in fund governance, Morrow Sodali Fund Solutions offers a unique analytical approach to deliver the best solutions for clients. Morrow Sodali’s integration of the DCP business and brand affirms the firm’s mission to bring together all the expertise, information, technology and resources that its clients require to engage effectively with shareholders and maximize support for their business initiatives.

Vincent Di Costa, Chief Executive Officer of Morrow Sodali Fund Solutions, said, “DCP’s rebranding reflects a longstanding partnership with Morrow Sodali and a shared vision for providing the best strategic advice and shareholder services to clients.” He continued, “We grew our business out of our understanding that asset managers and fund boards need an experienced adviser who understands the nuances of fund governance and takes a rigorous analytical approach. We are fortunate to have found likeminded experts at Morrow Sodali who have held themselves to the same high standards in serving corporations.”

Steve Messinger, President of Morrow Sodali Fund Solutions added, “the landscape for servicing both funds and corporations is going to change significantly over the next five years as technology democratizes and enables the process. Together as Morrow Sodali, we will be in a stronger position to advise our fund clients and deliver best in class solutions as a single entity.”

Alvise Recchi, CEO of Morrow Sodali, added, “For clients, the integration of DCP into the Morrow Sodali brand underscores our dedication to build upon our global franchise as a leading advisor for both corporations and funds. We’re thrilled to unite our expertise and continue building together.”

ABOUT MORROW SODALI FUND SOLUTIONS

Morrow Sodali Fund Solutions (“MSFS”) is the premier provider of registered fund proxy solicitation and advisory services. MSFS brings more than 35 years of knowledge assisting mutual funds, ETFs and closed- end funds and their boards in connection with all aspects of the shareholder meeting process. MSFS offers its clients a proven shareholder analytical voting model that drives solicitation strategy to retail and institutional shareholders. MSFS is a subsidiary of Morrow Sodali, the leading global consultancy providing comprehensive governance and shareholder services to corporate clients around the world.

ABOUT MORROW SODALI

Morrow Sodali is a global corporate advisory firm that provides clients with comprehensive advice and services relating to corporate governance, ESG, sustainability, proxy solicitation, capital markets intelligence, shareholder and bondholder engagement, M&A, activism and contested situations.

From headquarters in New York and London and offices in global capital markets, Morrow Sodali serves over 1,000 clients in more than 80 countries, including many of the world’s largest multinational corporations. Clients include listed and private companies, mutual fund groups, stock exchanges and membership associations.

In 2022, Morrow Sodali is celebrating its 50th anniversary and also secured majority investment from TPG Growth, the middle market and growth equity platform of alternative asset firm TPG. This partnership will significantly advance the firm’s mission of providing clients worldwide with unrivaled strategic advice and comprehensive support, enabling them to maximize value and expertly manage stakeholder relations.

For more information about Morrow Sodali, please visit morrowsodali.com.

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