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
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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

Leadership

Caleb Scott

Founder & Chief Executive Officer

Born in Madrid in 1966, Caleb Scott brings more than 30 years of cross-border capital experience. His early career centered on European retail supply chains and regional investment, building depth in financial analysis, structured finance, and market insight, with a bias toward uncovering value in niche markets and non-mainstream assets.

From the 1990s he held operating and finance leadership roles focused on cost control, cash-flow optimization, and supply-chain financing design. Between 2006 and 2018 he led strategy and capital markets work at Grupo Renta, directing M&A negotiations, reorganizations, and equity optimization that prepared mid-market companies for Pre-IPO pathways.

After completing Harvard Business School’s executive leadership program in 2011, he founded StocktiX in Colorado in 2020, combining European experience with U.S. innovation. His leadership emphasizes long-termism, value creation, and team collaboration.

“This is not merely a business. It is a mission to strengthen the vitality of the real economy by helping enterprises rise through capital markets with professionalism and patience.”
Caleb ScottFounder & CEO

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.

Rudy Bernard
Rudy BernardVice President
Maggie Brett
Maggie BrettAssociate
Joe Bryant
Joe BryantAccounting Associate
David Castillo-Moreira
David Castillo-MoreiraAnalyst
Olivia Chen
Olivia ChenSenior Accounting Associate
Molly Fallon
Molly FallonAssociate, Data Analytics
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
Brad Wrege
Brad WregePrincipal
Vincent William Valentine
Vincent William ValentineChief Strategy Officer
Emilio Estrada
Emilio EstradaRisk Operations
Evelyn Gonzalez
Evelyn GonzalezClient Relations Specialist
Mark First
Mark FirstChief Strategy Officer
Michael Tellini
Michael TelliniSenior Investment Analyst
Zara Ahmed
Zara AhmedCustomer Relations Specialist

Worldwide

Built for cross-border mandates

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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.

Asia corridors

Cross-cultural client access

Fluent coordination across U.S.–Asia working modes for overseas clients and capital partners.