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
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:
Contact Name: TBD<br>
Title: TBD<br>
Email TBD
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 is a multinational American public relations and marketing consultancy firm. The company was founded in 1952 and named after its founder, Daniel Edelman. Since 1996 and as of November 2023, Edelman has been run by his son Richard Edelman, from its primary headquarters in New York City.
Contact information:
Name: TBD,
Title: TBD
Email: TBD
At the nexus of the capital markets, Nasdaq IR Intelligence has built an ecosystem of solutions designed to empower IR professionals with purpose-built technology, AI-driven intelligent workflows, and decades of unique proprietary data and insights, bolstered by an experienced advisory team. Our integrated solutions can help IR professionals simplify routine tasks, access real-time market insights, and capture and showcase ROI.
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:
Carrie Slagle,
Regional Head, Southwest, NYSE
carrie.slagle@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
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
Texas Capital Securities offers a full suite of investment banking products and services focused on delivering exceptional outcomes for our clients. Leveraging a deep knowledge of industry dynamics, transaction structure and market conditions complemented by our extensive network of investors, buyers, lenders and other capital sources, we assist our clients to complete underwritten and privately placed offerings of debt, convertible and equity securities, buy-side and sell-side mergers and acquisitions and other extraordinary transactions. Additionally, we assist our clients to manage rates, foreign exchange, and commodity risks, and enable market access by offering sales, trading and other institutional services.
Contact information:
Deena Sullivan & Charles Moreau
Co-Head, Corporate Access & Advisory
deena.sullivan@texascapital.com
charles.moreau@texascapital.com
silver level service partners
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
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
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.