Full-Time

Investor Relations Lead

Teamshares

Teamshares

51-200 employees

Platform enabling employee ownership of businesses

No salary listed

New York, NY, USA

In Person

Category
Finance & Banking
Required Skills
Financial analysis

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Requirements
  • Current, direct investor relations experience at a publicly traded company.
  • Experience working with public-market investors, including institutional investors and equity analysts.
  • Strong understanding of public company disclosure, earnings communications, investor messaging, and capital markets.
  • Demonstrated experience organizing and executing investor meetings, conferences, roadshows, and other shareholder engagement activities.
  • Excellent financial and business acumen with the ability to understand and communicate an investment thesis.
  • Exceptional written and verbal communication skills.
  • Ability to operate independently in a fast-moving, entrepreneurial environment.
Responsibilities
  • Own the day-to-day execution of Teamshares' investor relations program within the Finance organization.
  • Work closely and daily with the CFO and CEO to develop, refine, and consistently communicate Teamshares' investment narrative.
  • Participate in virtually all public investor meetings with the CFO, as well as relevant meetings with the CEO.
  • Build and proactively manage relationships with current and prospective institutional investors and analysts.
  • Develop and maintain an active calendar of investor meetings, conferences, roadshows, non-deal roadshows, and other investor engagement opportunities.
  • Proactively identify and pursue opportunities to introduce Teamshares to new investors and expand the shareholder base.
  • Prepare management for earnings calls, investor meetings, conferences, and other external engagements.
  • Develop investor presentations, earnings materials, talking points, FAQs, and other communications.
  • Monitor investor sentiment, market perception, shareholder activity, analyst commentary, and relevant industry trends.
  • Gather and synthesize investor feedback and translate it into actionable insights for senior leadership.
  • Partner with Finance, Legal, and other teams to ensure accurate, timely, and consistent external communications.
  • Support earnings preparation, including investor messaging, Q&A development, and post-earnings investor outreach.
  • Help establish the processes, tools, and infrastructure needed to scale the investor relations function over time.
  • Maintain awareness of the company's business, financial performance, strategy, competitive landscape, and market positioning.
Desired Qualifications
  • Comfort working directly with senior executives and serving as a trusted partner in investor conversations.
  • Experience independently managing an investor relations function.
  • Experience at a company where management is actively involved in investor relations.
  • Experience building and shaping an investor relations function rather than inheriting a large, established organization.
  • A strong network of institutional investors and capital-markets relationships.
  • A proactive approach to investor outreach and relationship building.

Teamshares is a platform that helps small businesses transition to employee ownership when owners retire. It buys retiring owners' businesses and gradually transfers stock to employees, starting with 10% equity and increasing to 80% over 20 years, to preserve business continuity and jobs. Revenue comes from profits of acquired businesses and from offering proprietary software, education, and financial products. The company differentiates itself by focusing on mission-driven leadership and long-term owner-to-employee equity transfers rather than traditional buyouts, aiming to redistribute stock wealth and strengthen local economies. Its goal is to redistribute $10 billion of stock wealth to hard-working Americans while keeping small businesses alive and employees financially invested in their work.

Company Size

51-200

Company Stage

IPO

Headquarters

New York City, New York

Founded

2019

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Simplify Jobs

Simplify's Take

What believers are saying

  • Revenue rose 20% in Q2 2026 to $148.7 million; Adjusted EBITDA reached $9.6 million.
  • Teamshares closed two acquisitions in 2026 and repaid $54.5 million of debt.
  • Ten August 2026 LOIs represent about $30 million annual EBITDA, supporting 2026 growth.

What critics are saying

  • Teamshares carries $187.8 million debt maturing within 12 months; refinancing failure threatens solvency.
  • August 2026 warehouse and refinancing term sheets remain non-binding, delaying acquisition financing.
  • LOIs are mutually non-binding; missed closes or integration failures would stall EBITDA growth.

What makes Teamshares unique

  • Teamshares blends acquisition, software, and education to convert retiring-owner businesses into employee-owned firms.
  • It targets $0.5 million-$5 million EBITDA companies, an ignored succession niche with repeatable sourcing.
  • June 2026 Nasdaq listing gives Teamshares permanent capital for acquisitions, unlike traditional ESOP advisors.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Paid Vacation

Paid Sick Leave

Paid Holidays

401(k) Company Match

401(k) Retirement Plan

Profit Sharing

Paid Parental Leave

Growth & Insights and Company News

Headcount

6 month growth

-1%

1 year growth

-2%

2 year growth

0%
Associated Press
Jul 24th, 2026
Teamshares to release Q2 2026 earnings on 14 August

Teamshares will release its second quarter 2026 financial results before market open on 14 August 2026. Management will host a conference call at 8:30 EDT the same day to discuss the results. The company is a tech-enabled acquirer of small and medium-sized enterprises, acting as a permanent home for businesses when owners retire. Teamshares programmatically acquires companies with $0.5 million to $5 million of EBITDA from retiring owners, integrates them with its platform, and helps employees earn company stock. Founded in 2019, Teamshares operates subsidiaries with consolidated revenue of $490 million across over 40 industries and 30 states.

Yahoo Finance
Jun 10th, 2026
Teamshares targets $100M EBITDA by 2027 through tech-enabled SME acquisitions

Teamshares, a tech-enabled acquirer of small and medium-sized enterprises, is preparing for a NASDAQ listing as it pursues a massive market opportunity in business succession planning. The company buys businesses with $500,000 to $5 million in EBITDA from retiring owners, operating as a consolidated company rather than an investment fund. CEO Michael Brown said Teamshares has acquired over 90 companies with approximately $500 million in consolidated revenue. The company plans to grow from $19 million EBITDA in 2025 to $100 million by 2027, capitalising on 4.5 million small businesses owned by baby boomers and Gen X requiring succession planning over the next 20 years. Teamshares achieved positive consolidated EBITDA in 2025. The public listing will provide faster, cheaper access to acquisition financing.

Malvern Online
Jan 20th, 2026
Teamshares acquires $15M EBITDA in Q4 2025 ahead of anticipated Nasdaq listing

Teamshares, a tech-enabled acquirer of small-to-medium enterprises, completed four acquisitions in the fourth quarter of 2025 with combined last twelve-month EBITDA exceeding $15 million. The company acquired these businesses at an average EBITDA multiple of approximately 5.3x, maintaining its focus on disciplined capital allocation. The acquisitions align with Teamshares' strategy of targeting family enterprises with EBITDA between $0.5 million and $5 million. The company now operates over 90 subsidiaries across more than 40 industries, with average operating histories exceeding 35 years. Teamshares also closed approximately $30 million in interim financing in December 2025 through a credit facility with JBA Asset Management to fund working capital, acquisitions and general corporate purposes. The company is moving towards an anticipated Nasdaq listing in the second quarter of 2026 via business combination with Live Oak Acquisition Corp. V.

Business Wire
Nov 17th, 2025
Teamshares, a Tech-Enabled Acquiror of High-Quality SMEs, to List on Nasdaq via Live Oak V Combination; $126 Million PIPE Led by Accounts Advised by T. Rowe Price Investment Management, Inc.

Teamshares Inc. (“Teamshares” or the “Company”), a tech-enabled acquiror of high-quality small-to-medium size enterprises (“SMEs”), and Live Oak Acquisition ...

The Middle Market
Nov 14th, 2025
Teamshares Merges with Live Oak SPAC

Teamshares, a company that transitions small- to medium-sized businesses to employee ownership, is merging with Live Oak Acquisition Corp V, a SPAC backed by T. Rowe Price. The $746 million deal is expected to raise up to $333 million in gross proceeds, including a $126 million PIPE led by T. Rowe Price and other investors, plus cash from the SPAC's trust. Teamshares operates in 40 industries across 30 U.S. states.