NIRI SWRC service partners spotlight
The NIRI DFW Chapter needs service partners to help us bring high-quality programming and events to our members. Our service partners – key IR service providers – provide an invaluable service to our chapter through their monetary and in-kind support. Please consider supporting our service partners.
diamond level service partners
Bloomberg LP is a global leader in business and financial information, delivering trusted data, news, and insights that bring transparency, efficiency, and fairness to markets. The company helps connect influential communities across the global financial ecosystem via reliable technology solutions that enable our customers to make more informed decisions and foster better collaboration. For more information, visit Bloomberg.com/company or request a demo.
Contact information:
Nick Moore,
Head: Commodities Sales, North America
nmoore58@bloomberg.net
Citadel Securities LLC is an American market making firm headquartered in Miami, Florida. It provides liquidity and trade execution to retail and institutional clients. The firm also trades futures, equities, credit, options, currencies, and Treasury bonds.
Contact information:
Christina Kao<br>
DMM Capital Markets, Floor Trader, Citadel Securities<br>
christina.kao@citadelsecurities.com
DFIN (Donnelley Financial Solutions) empowers investor relations teams with technology to streamline financial reporting, ESG disclosures, proxy management, and stakeholder communications. DFIN’s solutions—ActiveDisclosure for SEC reporting, Venue for secure data sharing, and end-to-end proxy and annual meeting services—help IR professionals engage investors and ensure compliance with confidence.
Contact information:
Lee Anne Sexton,
Managing Director
leeanne.sexton@dfinsolutions.com
FTI Consulting is the leading global expert firm for organizations facing crisis and transformation. Our experts help clients manage change, mitigate risk, and advance market opportunities with a multidisciplinary approach that combines subject matter expertise with deep sector experience, strengthened by our global presence. Learn more at www.fticonsulting.com/
Contact information:
Heather Wilson,
Activism & M&A Team
heather.wilson@fticonsulting.com
Toppan Merrill is a global leader committed to simplifying the complexity of regulatory disclosure and compliant communications.
Global teams provide industry-leading technology and service expertise to clients as they create required communications for capital markets transactions, regulatory disclosure filings, shareholder communications, and sustainability reporting.
Expert technology. Expert knowledge. Expert service.
Contact information:
Shannon Otwell,
SVP & Managing Director, Central Region
shannonotwell@toppanmerrill.com
platinum level service partners
Edelman Smithfield is the specialized financial communications and investor relations advisory firm within Edelman, the world’s largest public relations firm. With deep expertise across all aspects of the capital markets, Edelman Smithfield advises Boards of Directors, C-suites, IROs and communications leaders on complex matters that impact reputation and valuation. The firm counsels clients during both normal course and special situations, including M&A, shareholder activism defense, public listings and spin-offs, leadership transitions, financial restructuring, and crisis and litigation. The firm has a strong on-the-ground presence in growing markets like Texas, providing local expertise to help clients navigate the state’s evolving corporate and capital markets landscape.
Contact information:
Annie Thompson,
Executive Vice President,
Annie.Thompson@edelmansmithfield.com
Nasdaq IR Intelligence empowers investor relations teams with a purpose-built platform that combines expert advisory services with AI-powered workflows in our Nasdaq IR Insight® software, powered by real-time market insights and decades of proprietary data.
Our integrated platform simplifies reporting, uncovers shareholder trends, and helps demonstrate measurable ROI, freeing teams from manual tasks so they can focus on strategy and turn market complexity into confident action.
https://www.nasdaq.com/solutions/ir-intelligence/nasdaq-ir-insight
.
Contact information:
Collin Grady,
Account Director, Corporate Platforms
collin.grady@nasdaq.com
NYSE Texas, a fully electronic equites exchange headquartered in Dallas, Texas, is the first to operate in the Lone Star State. Built upon the NYSE’s more than 230 years of experience, NYSE Texas provides a listing exchange to companies attracted to Texas’ growing population, strong economy and business-friendly agenda.
Contact information:
Julia Landrum,
NYSE, Director, Listings
julia.landrum@nyse.com
Q4 Inc. is the leading provider of IR Ops software with the world’s largest set of proprietary investor data, purpose-built to remove obstacles between public companies and their investors. Q4 gives investor relations leaders, C-suite executives, and their teams the tools to attract, manage, and understand investors — all in one place.
Contact information:
Robert Palzer,
Managing Director, Sales
robert.plazer@q4inc.com
With a history of providing solutions for investor relations teams — from Ipreo to S&P Global Market Intelligence — we understand the importance of shareholder value, investor engagement, and access to capital. We have a full range of solutions for corporate issuers and IR programs to include data, analytics, workflow platforms and IR advisory experts.
Contact information:
Dan Owens,
Senior Associate, Business Development, Market Intelligence
daniel.owens@spglobal.com
The Texas Stock Exchange is the first fully integrated national securities exchange to file with the SEC in over 25 years. Headquartered in Dallas, TXSE aims to create a world-class trading platform, revitalize competition, establish a premier listing venue, and build high-quality, accessible markets through stronger alignment with issuers and investors.
Contact information:
Nicole Chambers,
Global Managing Director, Listings
nicole.chambers@txse.com
Gold level service partners
Adair. Earnings is no longer a reporting event. It is a market interpretation event. The market does not react to numbers alone; it reacts to you you frame the future, answer under pressure, and hold the narrative together. The old IR playbook stopped working because the rules of interpretation have fundamentally changed: algorithms read you first; Activities are auditing your language; and the market penalty has doubled.
Contact information:
Alaina Schuhsler
Marketing, Communications & Brand, Adair
alaina@adair.ai
Broadridge Financial Solutions (NYSE: BR) is a global technology leader with the trusted expertise and transformative technology to help our clients and the industry operate, innovate, and grow. We power investing, governance, and communications – driving operational resiliency, elevating business performance, and transforming investor experiences. For more information, please visit www.broadridge.com
Contact information:
Steve Nutt,
Senior Director, Sales
steve.nutt@broadridge.com
ModernIR helps IR teams, executives, and boards drive shareholder value using analytics that measure the behavior of money behind price and volume. Our insights identify drivers of divergence and volatility, guiding strategies that attract capital, reduce risk, and align earnings cycles with passive and systematic market forces.
Contact information:
Tim Quast
President & CEO, ModernIR
timquast@modernir.com
(303) 377-2222
OpenExchange® is chosen by the most demanding industries in the world as their virtual communications partner. We make virtual and hybrid meetings & events work, regardless of technology, complexity, location, or time of day. Our global team of skilled professionals, combined with advanced technology and fastidious planning results in unmatched satisfaction.
Contact information:
Michael Morales,
Digital Marketing Manager
michael.morales@openexc.com
Texas Capital is a premier full-service financial services firm headquartered in Texas, serving businesses, entrepreneurs and individuals nationwide. With capabilities spanning commercial and consumer banking, corporate and investment banking, and wealth management, Texas Capital supports clients through every stage of their financial lifecycle.
Contact information:
Vanessa Montgomery,
Analyst, Corporate Sponsorship Coordinator
vanessa.montgomery@texascapital.com
silver level service partners
Access Newswire – Maximize Your Brand Visibility with ACCESS PR
Amplify your story with confidence using industry-leading press release distribution services. Build your brand, increase engagement, and reach audiences worldwide with global newswire services and unbeatable pricing. Issue your next press release with confidence! Experience the ACCESS Newswire difference.
Contact information:
Computershare is the global leader in transfer agency, employee equity plans, proxy solicitation, stakeholder communications, and other diversified financial and governance services. The world’s leading organizations work with us to maximize their relationships with investors, employees, creditors, members and customers.
Contact information:
Fred Papenmeier,
Vice President & Manager, Issuer Service
Fred.Papenmeier@computershare.com
979-691-6030
Equisolve provides website development and ongoing management services for public companies.
Our core products include IR Websites, Corporate Websites, and Newsrooms, all inside our ISO 27001 and ISO 27018 environment. Complementing our core products are Investor Analytics, Artificial Engine Optimization, Accessibility as a Service, and Webcasting.
We love what we do and consistently deliver an exceptional client experience through our compelling designs, proactive client service, and consultative approach to ongoing management.
Contact information:
David Weeks,
Vice President Sales
davidw@equisolve.com
954-858-5851
Irwin, a FactSet Company, empowers IR professionals with the market’s only purpose-built investor relations and capital markets platform. Our solutions integrate precise data and intelligent automation to streamline how teams discover and connect with investors, monitor shareholder changes, and manage every interaction. By centralizing data and reducing manual tasks, Irwin frees IR teams to focus on strategic engagement and relationship building. Irwin serves a global community of public companies and their advisors who rely on our solutions to manage and enhance their investor relations programs. For more information, visit https://www.getirwin.com/ or follow us on LinkedIn.
Contact information:
James Simandi,
Sr Account Executive
james@getirwin.com
We are Notified (an EQ Company), and your story goes here. As the only technology partner dedicated to both IR & PR professionals, we help you control & amplify your corporate narrative. Our fully integrated PR & IR platforms streamline every step – whether it’s reaching the right media, press release distribution, & measurement or designing new IR websites, managing investor days, earnings releases, and regulator filings. Conecting both world, GlobeNewsire is one of the world’s largest & most trusted newswire distribution networks, serving leading organizations for over 30 years. Together, we empower communicators to inform a better world.
Contact information:
Sarah Jager,
Sr Agency Account Manager
sarah.jager@notified.com
214-497-5444
Okapi Partners provides a perspective earned through experience. As a leading authority on investor behavior, Okapi combines exceptional market intelligence with proven expertise and offers a full-spectrum view of stakeholders to inform strategy and decision-making.
The Okapi Market Intelligence Group specializes in providing clients with reliable and timely information on share ownership changes and investor identification, delivering successful outcomes by enabling better critical decision-making.
Contact information:
Marc Green,
Managing Director, Okapi Market Intelligence Group
mgreene@okapipartners.com
(646) 556-9351
bronze level service partners
Are you ready for your next Big Pivot?
Big Pivot is a strategic stakeholder communications and design partner focused on strategy, sustainability, and reporting. We help organizations stay ahead of evolving expectations, build trust with key audiences, and deliver measurable results.
With deep industry experience, we provide cost-effective, high-impact solutions across sustainability, financial, and integrated reporting, investor and employee communications, and strategic marketing—bringing clarity, efficiency, and confidence to every engagement.
Contact information:
Joel Charron,
Partner
joel@bigpivot.net
Kaleidoscope is a product of Memterra LLC, founded in 2017, and launched in September 2019. In 2001, our team disrupted the market by launching 10-K Wizard, which quickly became the “gold standard” for easy and affordable SEC research. Today, we’re pioneering the use of data visualization and AI technology to reveal the statistics and metrics underlying layers of metadata and information to help corporate executives and professionals in many industries make data-driven decisions.