Full-lifecycle capital partner for growing companies
| Capability | Focus |
|---|---|
| Venture Capital | Early growth |
| Investment Advisory | Portfolio design |
| M&A / IPO Advisory | Transaction |
| Market Cap Management | Public value |
Source: StocktiX service platform overview
Singular. Focus.
Capital markets partner for growing enterprises
North American small & lower middle market private equity — and full-lifecycle capital markets advisory.
20+Years in business
$4.6BCommitted capital to date
145+Fund investments made to date
125+Co-investments made to date
1Singular focus
Cross-border execution for North America and beyond
| Region | Coverage |
|---|---|
| United States | Headquarters |
| Europe | Founder network |
| Asia corridors | Client access |
| 60+ markets | Operating reach |
Global footprint referenced in firm materials
Technology-enabled advisory, institutional discipline
| Approach | Outcome |
|---|---|
| Structured analysis | Faster decisions |
| Data visualization | Clear risk view |
| Deal sourcing | Qualified pipeline |
| Long-term partnership | Durable value |
Method informed by StocktiX operating model
Dedicated coverage across the lower middle market
| Sector | Mandate |
|---|---|
| Technology | Growth & exits |
| Healthcare | Buy & sell-side |
| Industrials | Recapitalizations |
| Financial Services | Sponsor coverage |
Industry groups active across client mandates
Founded in 2005, StocktiX is a leading boutique private equity firm with $4.9 billion in capital raised since inception, focused on North American small and middle market companies through buyout funds and direct equity co-investments — alongside U.S. capital markets advisory across venture capital, M&A, listing, financing, and market capitalization management. Our firm · Our approach · Learn more about us.
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Our firm, portfolio, approach, and team
Everything from the StocktiX platform — private equity and capital markets — in one place.
Industry Coverage
Sector expertise for the lower middle market
Our coverage brings sector-specific knowledge, experience, and relationships to every client we work with across technology, consumer, industrials, healthcare, and financial services.
Explore Industry ExpertiseServices
Advisory across every stage of the capital cycle
We guide clients through the complex financial and strategic challenges they face during each stage of their business life cycle.
Explore Advisory ServicesThe firm
Institutional discipline. Operator proximity.
From boardrooms to capital markets, we stay close to the decisions that shape enterprise value.
Featured Insight
Perspectives shaping capital formation
How mid-market issuers close the gap between fundamentals and valuation
Market capitalization management is not marketing. It is a disciplined program of narrative, investor access, and financial credibility.
Explore insightsTransactions
Selected mandates and relationships
Cross-border acquisition for a U.S. industrials platform
Sell-side advisory supporting diligence, buyer outreach, and close across North America and Europe.
Sellside Advisor
Growth capital raise for a technology operator
Structured financing that coordinated timing, investor targeting, and information flow.
Exclusive Placement Agent
IPO readiness and listing pathway design
Equity story, governance readiness, and investor targeting ahead of a public debut.
Listing Advisor
Market capitalization program after a capital event
Multi-channel investor engagement supporting durable valuation outcomes.
Market Cap Advisor
Portfolio strategy for a private enterprise group
Custom risk frameworks and capital allocation design for long-horizon operators.
Investment Advisor“StocktiX is committed to being a trusted long-term partner in the capital markets. Through professional, patient, and effective collaboration, we help small and mid-sized enterprises achieve steady growth across financing, advisory, M&A, listing, and market capitalization management.”Caleb Scott Founder & Chief Executive Officer · StocktiX
Our firm
Built for operators who need capital markets fluency
Founded in 2020 in Colorado, StocktiX combines European operating discipline with U.S. capital markets practice. Led by founder and CEO Caleb Scott, the firm brings more than three decades of cross-border capital experience to management teams that need more than a pitch deck.
We build capability: sourcing quality opportunities, structuring financing, executing transactions, and sustaining valuation credibility after the close.