The practice of investor relations continues to evolve rapidly. Media, philosophy, market conditions, and tactics are continuously changing - along with, of course, SEC rules. It takes an experienced and knowledgeable team effort to manage broad-ranging issues like market volatility, Sarbanes Oxley, Reg FD, the use of the Internet as an IR tool and an increasing number of conference calls and pre-announcements.

Blueshirt practices conservative IR with creativity. Our Managing Directors have collectively built large IR technology practices, served as in-house IR staff for rapidly-growing technology companies and run large IR/PR firms. Our firm has grown through some of the toughest years on Wall Street.

We start by helping our clients to set, manage, and (hopefully) exceed investor expectations, so that management's credibility remains strong throughout the business cycle. At the same time, we help clients clearly and concisely lay out their strengths and opportunities to gather the attention they deserve.

We strive for clarity and consistency and seek to maintain open and direct dialogue with the Street in good times and bad. Some moments are more challenging than others, but every day, we demonstrate that companies can manage through business and market cycles with their relationships, investors, and credibility intact.

We offer a range of services ranging from high-level strategic counsel to full service IR programs, including:

Client Counsel
Drawing on Blueshirt's years of relevant experience, we offer counsel on a wide range of issues affecting public companies. Every public company needs to do a good job communicating with Wall Street, whether it's changing expectations, a profit warning, an upside surprise, or an acquisition. We have the experience to help clients manage positive and negative market cycles. We've been at the table during significant M&A transactions, offered advice on IPOs, secondary offerings and stock splits, and have crafted strategic communications programs that maximize understanding among diverse constituencies. Working with our clients we draw on broad resources to craft and deliver the best communications solution to meet each client's needs.

Shareholder Communications
We draft and edit all forms of shareholder communications including financial and corporate press releases, conference call scripts, Q&A preparation, and letters to shareholders. We also help handle broker and individual shareholder calls and act as a conduit between analysts, investors and management to deliver timely feedback.

Investment Community Marketing
We seek to expand Wall Street's interest in our clients, and draw on our broad Street relationships to introduce our clients to suitable sell-side analysts and money managers. These relationships also let us provide quick and comprehensive feedback to help management fine-tune their message to investors. We work closely with sell-side analysts, institutional salespeople, and investors to make sure time spent on the road marketing is effective. Lastly, we organize creative investor outreach efforts, including analyst days, field trips, trade show investor events, and business media to deliver a complete and effective marketing program.

A list of services for public companies follows. If you are interested in a specific service that you do not see listed below, please contact us. We're flexible and creative, and we listen.

  • Quarterly earnings releases and conference calls
  • Investor inquiries and screening
  • Call response systems
  • Media/presentation training
  • SEC regulations/disclosure
  • Corporate messaging
  • Investor presentations
  • Branding
  • M&A transactions
  • Feedback from the Street
  • IR web sites
  • Identifying and marketing to sell-side analysts and investors
  • Analyst road shows and field trips
  • Real-time stock monitoring
  • Peer group/industry analysis
  • Financial and corporate releases
  • Message board monitoring
  • Annual report themes and messaging
  • Business press
  • Investment community perception audit
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