Her Experience Strategically Evolving Businesses Will Drive Morrow Sodali’s Growth in Stakeholder Engagement

Morrow Sodali (the “Firm”), the global stakeholder engagement and ESG consulting firm, today announced that Barri Rafferty has been named CEO, Americas and as a member of the Firm’s Executive Committee. In this newly created role, Rafferty will oversee the Firm’s operations in North and South America. Rafferty is based in Stamford, CT and New York, NY, and reports to Alvise Recchi, Morrow Sodali’s Global Chief Executive Officer.

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Barri Rafferty, CEO, Americas - Morrow Sodali (Photo: Business Wire)

“As we continue to grow and expand our platform, we are focused on adding exceptional leadership talent to our team,” said Recchi. “Barri has global experience as a senior leader at dynamic companies and a track record of enhancing sales, building organizational effectiveness, and creating collaboration across teams. I am excited to welcome Barri to Morrow Sodali and am confident she will drive the growth of our Americas franchise.”

Rafferty joins Morrow Sodali after serving as Head of Communications and Brand Management for Wells Fargo and as CEO and President for Ketchum. She is known for her effectiveness modernizing organizations and positioning them to meet the challenges of today’s marketplace. She is also a strong advocate for diversity and inclusion and served as a fractional interim CEO of C200, a non-profit committed to inspiring, educating, supporting, and advancing women entrepreneurs and corporate, profit-center leaders. She has also served as a strategic consultant for start-up and mid-sized companies scaling their businesses and aligning organizational structures toward effective and efficient growth through Rafferty Consulting.

“I am excited to work closely with the leadership team at Morrow Sodali and our investors at TPG to continue to grow this global corporate consultancy and leverage the Firm’s recent acquisitions in ESG and sustainability advisory services,” said Rafferty. “As stakeholder relations becomes more complex, corporate governance and activism more pronounced, and the need for companies to take stands on ESG topics more controversial, Morrow Sodali has a unique role to play in enhancing corporate value.”

Rafferty joins Morrow Sodali at a time of considerable momentum for the Firm. With support from TPG and following a significant investment from TPG Growth, the firm’s middle market and growth equity platform, Morrow Sodali has made several highly strategic acquisitions. This includes acquiring HXE Partners and Framework ESG, two market-leading ESG strategy and implementation advisory firms, and Citadel Magnus, an Australian financial communications and investor relations agency. The Firm remains focused on being a global acquiror-of-choice across our core services.

“Barri is a proven leader with a strong track record and we are confident she will help position Morrow Sodali for further growth,” added Ransom Langford, Partner at TPG. “We are pleased to partner with Barri as we continue building and broadening the Firm’s suite of stakeholder engagement and ESG consulting services.”

“Morrow Sodali’s team is the driving force behind the Firm’s success and Barri brings considerable experience attracting and retaining exceptional and diverse talent,” added Rachel Stern, EVP, Chief Legal Officer and Global Head of Strategic Resources at FactSet and Morrow Sodali Board Director. “Together with the leadership team and our partners at TPG, we are focused on advancing Morrow Sodali’s position as a world-class professional services firm, with clients at the center of everything we do.”

Rafferty has been recognized as a NYWICI Matrix honoree, Provoke Influence 100, PRWeek Outstanding Agency Professional and named multiple times to PRWeek’s “Power 50” list. She was recognized with the Flex Leader Award, Diversity & Flexibility and has spoken on gender parity at the World Economic Forum and TedxEast. She also serves on the board of C200.

ABOUT MORROW SODALI

Morrow Sodali is a global corporate consultancy that provides clients with comprehensive advice and services relating to corporate governance, compensation, ESG, sustainability, proxy solicitation, capital markets intelligence, shareholder and bondholder engagement, M&A, activism and contested situations, financial communications, investor relations and research.

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, both listed and private, mutual fund groups, stock exchanges and membership associations.

In 2022, Morrow Sodali celebrated 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 significantly advances Morrow Sodali’s mission of providing clients worldwide with unrivaled strategic advice and comprehensive support, enabling them to maximize value and expertly manage stakeholder relations.

ABOUT TPG

TPG (NASDAQ: TPG) is a leading global alternative asset management firm, founded in San Francisco in 1992, with $139 billion of assets under management and investment and operational teams around the world. TPG invests across five multi-strategy platforms: Capital, Growth, Impact, Real Estate, and Market Solutions and our unique strategy is driven by collaboration, innovation, and inclusion. Our teams combine deep product and sector experience with broad capabilities and expertise to develop differentiated insights and add value for our fund investors, portfolio companies, management teams, and communities.

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