About Us

A capital markets firm built for the middle market

We aspire to be a trusted long-term partner for enterprises seeking financing, advisory, transactions, and durable market credibility.

Corporate campus
Office lobby
City towers
Partnership
Leadership session

Our story

European operating rigor. American capital markets.

StocktiX was founded in 2020 in Colorado, United States, to close a gap familiar to ambitious operators: financing channels are narrow, markets are volatile, cross-border capital is complex, and digital transformation raises the cost of hesitation.

The firm provides end-to-end support from venture capital through market capitalization management, spanning investment advisory, equity trading, financing assistance, and M&A / listing advisory. Our reach extends across more than 60 countries and regions, with a track record advising 100+ enterprises and institutions.

Where conventional providers stop at a product pitch, StocktiX integrates sourcing, structuring, and post-deal value management into one operating loop.

2020Year founded in Colorado
60+Markets in operating reach
100+Enterprises and institutions served
1Singular focus: capital formation

Culture

Senior attention on every workstream

Operators expect partners who stay in the room, from first structure to post-close value.

Our people

Experienced, focused, and partnership-minded

Portraits sourced from StocktiX official team pages.

Santiago Villalobos
Santiago VillalobosAfrica Strategy Officer
Rudy Bernard
Rudy BernardVice President
Maggie Brett
Maggie BrettAssociate
Joe Bryant
Joe BryantAccounting Associate
Olivia Chen
Olivia ChenSenior Accounting Associate
Dan Finan
Dan FinanPrincipal
Brian Gallagher
Brian GallagherPartner
Ellie Howland
Ellie HowlandAssociate
Matt Klinger
Matt KlingerChief Strategy Officer
Patrick Lanigan
Patrick LaniganPartner
Amanda Mala
Amanda MalaOffice Manager
Peter Morin
Peter MorinAssociate, Investor Relations
Thomas Natanek
Thomas NatanekVice President, Information Technology
Daniel Paredes
Daniel ParedesAssociate, Investor Relations
MaryJane Pempek
MaryJane PempekPartner, Chief Financial Officer & Chief Compliance Officer
F. Matthew Petronzio
F. Matthew PetronzioPartner
Kevin Rzepczynski
Kevin RzepczynskiSenior Associate
Zach Schneider
Zach SchneiderPartner
Julie Shevlin
Julie ShevlinAssistant Controller
Rebecca Tomaszewski
Rebecca TomaszewskiPartner & Controller
Molly
MollyAssociate, Data Analytics
Brad Wrege
Brad WregePrincipal

Worldwide

Built for cross-border mandates

City bridge
International skyline
Americas

United States headquarters

Colorado base with North American coverage for growth companies and sponsors.

Europe

Founder network & operating DNA

European transaction experience informing structure, diligence, and negotiation.

Global markets

Global client access

Seamless coordination across markets, cultures, and regions for global clients and capital partners.