Blueshirt has advised more technology-related IPOs than any other firm.

Our experience ranges from landmark IPOs that transformed the capital markets, to smaller growth companies with exciting opportunities whose market capitalizations were realized post-IPO. Among others, Blueshirt has represented:

  • Approximately one-third of tech IPOs over the last three years;
  • Four of the top eight tech IPOs in 2017, including the best performing US tech IPO (Roku);
  • Five of the top ten tech IPOs in 2016, including the top two;
  • The largest software IPO of 2015;
  • Two of the top three best performing US tech IPOs of 2014

Blueshirt clients have been nominated for “Best IPO of the Year” (as voted by buy-side and determined by IR Magazine) three times in last five years, winning twice.

Through our collective experience, we have navigated virtually every aspect and challenge that may arise during the IPO process and beyond as our clients begin their lives as public companies. We understand the significant regulatory, market, and media issues facing companies as they move through the IPO process. Working hand-in-hand with leading investment banks, law firms and presentation trainers, we offer creative and practical solutions to meet these challenges. Every IPO is unique, and therefore we create individualized programs tailored to each client based on numerous factors including the underwriting team, the management team and their public company experience, and current market dynamics.

While an IPO is one of the most significant events in a company’s lifetime, an IPO is not the finish line, but rather the start of life as a public company. Our team provides the critical assistance so that CEOs and CFOs can properly communicate and manage expectations to build long-term shareholder value.

We strongly advocate that companies develop their capital markets strategies long before filing for an IPO.  

Our experience demonstrates that starting early can provide critical strategic advantages and result in a more favorable deal outcome.   Blueshirt’s IPO Advisory services include:

  • Introductions to influential equity research analysts and top IPO institutional buyers
  • Assessment of the investment banking landscape
  • “Testing the Waters” strategies and execution
  • IPO roadshow slide and video development
  • Mock earnings calls
  • Presentation and Q&A preparation
  • “IPO day” business press messaging, strategy and execution
  • IR website development and coordination
  • Shareholder communication systems
  • Employee communications and spokesperson guidelines
  • Reg FD/ “Disclosure 101” programs for senior staff
  • Preparation for first earnings release and conference call

What Our Clients Say

Blueshirt clients ringing the opening bell on NASDAQ and NYSE.
PHOTOS COURTESY OF NASDAQ AND NYSE