NIRI SWRC service partners spotlight
The NIRI DFW Chapter needs service providers to help us bring high-quality programming and events to our members. Our service providers – key IR service providers – provide an invaluable service to our chapter through their monetary and in-kind support. Please consider supporting our service providers
platinum level service providers
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
817-800-7254
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
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
Gold level service providers
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 Services
Fred.Papenmeier@computershare.com
979-691-6030
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
(857) 366-0115
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
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
Michael Marques,
Sales Executive, Capital IQ
michael.marques@spglobal.com
silver level service providers
The Alpha Companies, including Alpha Advisory and Alpha IR, offer senior-led investor relations, reputation management, and strategic communications services. With offices nationwide, we guide clients through critical inflection points, transactions, and stakeholder engagement-delivering trusted counsel across industries to protect and elevate corporate credibility and brand.
Contact information:
Karen Keller,
Vice President, Sales & Marketing
karen.keller@alpha-ir.com
AlphaSense is a market intelligence platform that leverages the power of AI to extract insights from an extensive universe of public and private content, enabling business professionals to make critical decisions with confidence and speed.
Contact information:
Chandler Arney,
Enterprise Account Executive
carney@alpha-sense.com
847-651-8060
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
cell: 303-589-4673
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.