Projects and Special Services

We work with companies at critical points in their development to communicate their story in the most impactful way possible. Blueshirt offers retainer- and project-based services for public and private companies including:

  • Industry analyst relations programs
  • Media audits
  • Executive summary/business plan critiques

M&A Advisory

Blueshirt’s team has actively participated in numerous high-profile buy- and sell-side M&A assignments. We not only help guide our clients through the strategic and financial merits of potential transactions, but we also think about the way a transaction will be received by investors and the media so that we can craft an appropriate and impactful communications plan that will resonate with the investment community and other key constituencies.

Analyst Day Management

We help companies plan for and execute an analyst day. We help target attendees, propose agendas, create and review presentation materials, as well as advise on appropriate speakers, timing, venue selection, and onsite logistics.

Regulation FD and Presentation Training

We lead Reg. FD and presentation training sessions that include an in-depth overview of SEC laws and regulations as well as a review of best practices on communications with the Street.

Investment Community Perception Studies

We determine the effectiveness of a company’s IR plan through investment community perception studies. We then offer concrete suggestions to refine the company’s positioning and program, as appropriate.

We welcome questions about how we can help you meet your specific financial communications needs.

Corporate Governance Advisory

We assist companies with high level corporate governance issues. Our goal is to help clients stay abreast of emerging governance topics and help develop a deeper understanding on how these issues might impact their company and relationship with shareholders. As part of this process, we work closely with clients in formulating engagement strategies for both active and passive investors as well as leading proxy advisory firms such as Institutional Shareholder Services and Glass Lewis.

What Our Clients Say

Blueshirt client Roku ringing the opening bell on Nasdaq.