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Mark	Details	Status	Class/Description
	SODALI DESIGN MORROW SODALI GLOBAL LLC 2348584 10 Sept 2024	FORMALIZED on 10 Sept 2024	Proxy Solicitation Services, namely, annual and special shareholder me... Class 035 Class 035 Advertising, Business & Retail Services Proxy Solicitation Services, namely, annual and special shareholder meeting support for public companies, membership organizations, SPACS, and investment funds; retail investor engagement campaigns, voting Power and proxy advisor influence analysis; cross-border and depositary receipt meetings; Capital Market Intelligence Advisory Services, namely, strategic stock surveillance; shareholder and bondholder ownership and investor profile analysis; and peer and market trend assessments; Activist Investor Preparation and Defense, namely, activism preparation, watch and defense; strategic consulting and shareholder engagement in proxy contests; and proxy advisory firm engagement; Corporate Governance Advisory Services, namely, investor activism risk management; shareholder and proxy advisory firm engagement; and regulatory, governance, and sustainability reporting and disclosure; Board Governance Advisory Services, namely, board evaluation and effectiveness advice; Board education and director development, organizational governance assessment and design; board governance support and implementation; and corporate governance research and policy design; Sustainability Advisory Services, namely, ESG gap analysis and action plans; regulatory readiness assessments; and ESG and sustainability reporting; Climate Advisory Services, namely, greenhouse gas (GHG) emissions and environmental inventory targets; climate risk assessment and scenario analysis; and data and business intelligence for ESG reporting; Crisis and Special Situations Communications Services, namely, crisis audits and simulations, business preparedness reviews; and legal action and litigation responses; Corporate Communications Advisory Services, namely, corporate communications strategy; reputation management; sustainability and ESG communications; branding solutions; Financial and Transaction Communications Advisory Services, namely: communications advice regarding mergers, acquisitions, spin-offs and dispositions; capital optimization and restructuring; IPOs and capital raising; activist preparedness and defence; analyst and media relations; Public Affairs and Campaigns Communications Advisory Services, namely, political engagement and advocacy campaigns; communications advice regarding governmental and regulatory affairs; Investor Relations Advisory Services, namely, strategic program reviews; market engagement; investor perception studies; and capital markets events; Graphic Design Services, namely, annual and sustainability report design; corporate and investor presentations; visual identity design; and website design; Research Services, namely, investor and other stakeholder perception studies; industry-specific perception studies. Class 036 Class 036 Insurance & Financial Services Mergers and Acquisitions Advisory Services, namely, strategic consulting in friendly, contested and hostile M and A transactions; strategy and execution of transaction shareholder vote solicitation; information agent services; and post-transaction asset reunification; Global Debt and Bondholder Services, namely, bondholder identification; liability management; information agent services; transactions support; and debt restructuring services.

FORMALIZED

on 10 Sept 2024

SODALI DESIGN

MORROW SODALI GLOBAL LLC

2348584 · 10 Sept 2024

035

Class 035

Advertising, Business & Retail Services

Proxy Solicitation Services, namely, annual and special shareholder meeting support for public companies, membership organizations, SPACS, and investment funds; retail investor engagement campaigns, voting Power and proxy advisor influence analysis; cross-border and depositary receipt meetings; Capital Market Intelligence Advisory Services, namely, strategic stock surveillance; shareholder and bondholder ownership and investor profile analysis; and peer and market trend assessments; Activist Investor Preparation and Defense, namely, activism preparation, watch and defense; strategic consulting and shareholder engagement in proxy contests; and proxy advisory firm engagement; Corporate Governance Advisory Services, namely, investor activism risk management; shareholder and proxy advisory firm engagement; and regulatory, governance, and sustainability reporting and disclosure; Board Governance Advisory Services, namely, board evaluation and effectiveness advice; Board education and director development, organizational governance assessment and design; board governance support and implementation; and corporate governance research and policy design; Sustainability Advisory Services, namely, ESG gap analysis and action plans; regulatory readiness assessments; and ESG and sustainability reporting; Climate Advisory Services, namely, greenhouse gas (GHG) emissions and environmental inventory targets; climate risk assessment and scenario analysis; and data and business intelligence for ESG reporting; Crisis and Special Situations Communications Services, namely, crisis audits and simulations, business preparedness reviews; and legal action and litigation responses; Corporate Communications Advisory Services, namely, corporate communications strategy; reputation management; sustainability and ESG communications; branding solutions; Financial and Transaction Communications Advisory Services, namely: communications advice regarding mergers, acquisitions, spin-offs and dispositions; capital optimization and restructuring; IPOs and capital raising; activist preparedness and defence; analyst and media relations; Public Affairs and Campaigns Communications Advisory Services, namely, political engagement and advocacy campaigns; communications advice regarding governmental and regulatory affairs; Investor Relations Advisory Services, namely, strategic program reviews; market engagement; investor perception studies; and capital markets events; Graphic Design Services, namely, annual and sustainability report design; corporate and investor presentations; visual identity design; and website design; Research Services, namely, investor and other stakeholder perception studies; industry-specific perception studies.

036

Proxy Solicitation Services, namely, annual and special shareholder me...

Owners

Morrow sodali global llc (1)

Categories

Class 35 (1)

Class 36 (1)

Correspondents

Blake, cassels & graydon llp (1)

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