Our team’s relevant experience and domain expertise allows us to serve as an informed and objective resource on all IR matters. We deliver expert counsel on a wide range of issues affecting public companies including quarterly earnings, M&A transactions, capital raises, financial guidance, shareholder communications and investor interaction strategies. We draw on the firm’s broad resources to craft and deliver the most impactful programs to meet each client’s needs.


We assist with all aspects of investor communications including earnings releases, conference call scripts, Q&A preparation, investor presentations, and serve as the point of contact for both the sell-side and buy-side. Our in-depth knowledge of our clients enables us to communicate effectively on their behalf as a primary point of contact and serve as a liaison between our client’s management team and Wall Street.

Marketing Outreach

We proactively work to build and expand relationships with key investors and analysts on Wall Street through both our deep network and targeted outreach. We focus on appropriate long-term investors on the buy-side as we work to build and maintain an investor base aligned with the company’s long-term growth strategy. Our outreach includes analyst introductions and key investor conference attendance, as well as coordinating non-deal roadshows, analyst days, site visits, trade shows and financial media plans to build and strengthen relationships, and expand sell-side coverage.

Day-to-Day Program Support

We partner with clients as an integral part of the team and serve as a key point of contact on day-to-day activities. Our program support services include:

  • Manage and respond to investor inquiries
  • Advise and build a strategic marketing plan
  • Monitor financial news
  • Prepare peer and industry research
  • Maintain detailed consensus estimates
  • Coordinate corporate access with investment banks on conferences and roadshows
  • Analyze relevant peer metrics
  • Track short interest
  • Build and manage investor relations website
  • Maintain CRM and distribution list
  • Strategic buy- and sell-side targeting

What Our Clients Say

Blueshirt client Roku ringing the opening bell on Nasdaq.