SODALI & CO. Trademark

Trademark Overview


On Monday, July 29, 2024, a trademark application was filed for SODALI & CO. with the United States Patent and Trademark Office. The USPTO has given the SODALI & CO. trademark a serial number of 98671886. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Monday, July 29, 2024. This trademark is owned by Morrow Sodali Global LLC. The SODALI & CO. trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

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.

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 direct...
sodali & co.

General Information


Serial Number98671886
Word MarkSODALI & CO.
Filing DateMonday, July 29, 2024
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateMonday, July 29, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesMergers 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.
Goods and ServicesProxy 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.

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, July 29, 2024
Primary Code035
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, July 29, 2024
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameMorrow Sodali Global LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressNew York, NY 10022

Trademark Events


Event DateEvent Description
Monday, July 29, 2024NEW APPLICATION ENTERED