Following the firm’s acquisition of the Canadian workflow platform Hubly, Docupace announced earlier this week that it appointed J.T. Petrilli as Head of Mergers and Acquisitions. Petrilli will report to Docupace CEO David Knoch.
The firm will utilize Petrilli’s more than a decade of experience in financial strategy, corporate development and post-merger integration, as it continues to pursue potential deals to “enhance its industry-leading capabilities” to streamline back-office operations of wealth management enterprises and financial advisors, the release outlined.
Knoch said Petrilli’s “proven track record of managing complex deals and successfully integrating acquired companies perfectly aligns with our vision to scale through strategic acquisitions. He brings both deep analytical rigor and a people-first mindset—an exceptional combination for our next phase of growth.”
Petrilli was Head of FP&A (financial planning and analysis) at Mural, a San Francisco-based workflow software provider, overseeing financial reporting and companywide performance metrics. Prior to joining Mural, he spent over a decade on Salesforce’s M&A finance team, leading due diligence, financial modeling, integration planning and stakeholder alignment across more than 20 deals.
“The opportunity to work with David and the Docupace executive team to build and execute an acquisition strategy that complements the company’s impressive product roadmap and accelerates its momentum is a challenge I’m ready to take on,” Petrilli said.
James Miller, Contributing Editor and Research Analyst at Wealth Solutions Report, can be reached at ContributingEd@wealthsolutionsreport.com.
