Docupace Welcomes J.T. Petrilli as New Head of Mergers & Acquisitions

Docupace Welcomes J.T. Petrilli as Head of Mergers & Acquisitions

In a significant move aimed at strengthening its position in the wealth management software market, Docupace has appointed J.T. Petrilli as the head of its mergers and acquisitions (M&A) department. This strategic decision underscores Docupace's commitment to scaling its operations through targeted acquisitions and enhancing its back-office platform for financial advisors and wealth management firms.

J.T. Petrilli comes to Docupace with an impressive track record that spans over ten years in the realms of financial strategy, corporate development, and post-merger integration. Previously, he played a pivotal role in various high-profile mergers and acquisitions, contributing to the success of several esteemed technology firms. His broad expertise in financial planning and analysis makes him well-equipped to navigate the complexities of corporate growth in the tech industry.

David Knoch, the CEO of Docupace, expressed his enthusiasm about Petrilli's appointment, stating, "We are thrilled to welcome J.T. to our executive team. His proven ability to manage intricate deals and effectively integrate acquired entities aligns perfectly with our mission to scale through strategic acquisitions. J.T. brings a unique blend of analytical precision and a people-first approach, which we believe is invaluable as we enter this next phase of growth."

Strategic Acquisitions: The Path Forward

Docupace's vision involves crafting the most comprehensive back-office ecosystem in the wealth management sector. The company has a history of strategic acquisitions that have fortified its platform's capabilities. Just last year, they completed two acquisitions, further emphasizing their commitment to enhancing their service offerings.

In March 2025, Docupace announced the acquisition of Hubly, a workflow platform that promises to integrate seamlessly into their current suite of tools. This acquisition is expected to bolster their competitive edge, enhance user experiences, and add significant value for their clients.

J.T. Petrilli's arrival comes at a time when Docupace is poised for rapid expansion. According to Petrilli, "I'm incredibly excited to join a company with so much momentum and energy. The opportunity to collaborate with David and the Docupace executive team to build an acquisition strategy that complements the company's impressive product roadmap is a challenge I am ready to take on."

A Focus on Integration and Development

Before joining Docupace, Petrilli served as the head of financial planning and analysis at Mural, where he was instrumental in overseeing financial reporting for the company's substantial annual recurring revenue. He previously dedicated over a decade to Salesforce, where he held various crucial roles within the M&A Finance team. During his tenure at Salesforce, he was integral in more than 20 successful acquisitions, overseeing due diligence, financial modeling, and integration planning.

As Docupace looks towards the future, the combination of strategic planning and efficient integration will be critical to the company's growth strategy. Petrilli's leadership in M&A will be essential as the company aims to expand its influence in a highly competitive industry.

About Docupace

Docupace is a leading solutions provider focused on digitizing and automating operations in the financial advice and investment industry. Its platform is designed to help financial services firms reduce back-office expenses and enhance operational efficiency. Headquartered in Holmdel, New Jersey, Docupace proudly serves some of the largest independent broker-dealers and registered investment advisers in the financial services market.

With J.T. Petrilli steering the M&A team, Docupace is poised to capitalize on new opportunities and further advance its mission of streamlining back-office operations for financial professionals. For further information about their offerings and strategic initiatives, visit docupace.com.