Innovation is limitless

Rick Schreiber is the President of ATA Capital, an investment banking firm that provides financial and strategic advisory services to privately owned companies. ATA Capital is affiliated with ATA, a regional firm specializing in accounting, tax, and consulting. Through this partnership, they are able to offer clients a comprehensive, one-stop shop for all their business needs. The firm focuses on exit planning, value enhancement, mergers and acquisitions (M&A), as well as assurance, tax, and advisory services.

Its team of analysts and investment bankers is dedicated to delivering exceptional management and brokerage services across various industries, including technology, manufacturing, distribution, healthcare, and construction. With offices in more than 15 locations throughout the Southeastern United States, ATA Capital leverages its extensive expertise and experience to help clients execute strategic transactions. They provide integrated solutions to support their clients' growth and success.

Building ATA Capital from its inception into a successful investment banking firm is one of Rick's most significant achievements. This journey has been characterized by perseverance, strategic risk-taking, overcoming obstacles, fostering strong relationships, and a relentless pursuit of excellence. The success and influence they have attained serve as a testament to the dedication and hard work of their entire team. Beginning with a vision and a small team, they have expanded into a reputable organization recognized for their expertise, client-focused approach, and innovative solutions. Their ability to offer personalized service while leveraging the resources of a regional firm distinguishes them from others. Moreover, through their partnership with BDO, they gain access to extensive national and international capabilities, enabling them to serve clients both locally and globally with the highest standards of quality and expertise. The expertise and commitment of their team allow them to consistently deliver impactful solutions and foster positive transformation across the industries they serve. Additionally, their emphasis on sustainable growth and innovation is a testament of their forward-thinking and resilient mindset.

Although ATA Capital and ATA have attained significant success, there is always potential for growth, adds Rick. One key focus is improving their culture of cross-serving. By promoting collaboration and utilizing the diverse skills of their teams, they strive to deliver comprehensive solutions tailored to their clients' diverse needs. This strategy not only enhances their service capabilities but also cultivates a more unified and innovative workplace. They believe that if a company has a bad culture, one might notice decreased employee engagement, declining quality of work, and withdrawal from social interactions. Toxic behaviors such as micromanagement, lack of accountability, and inconsistent growth strategies can undermine productivity and collaboration. Problems like bossy managers, not taking responsibility, or changing plans all the time can make it harder for everyone to work together and do their best. A poor culture will also lead to a decline in employee ideas, creativity, and innovation. According to Rick, cultivating a strong sense of collaboration involves creating an environment where employees feel appreciated, supported, and encouraged to share their ideas and expertise. This includes promoting open communication, teamwork, and mutual respect, which in turn boost innovation, productivity, and the overall success of the organization. Additionally, collaboration improves problem-solving skills and contributes to building a unified and resilient workforce.

Rick’s leadership approach focuses on servant leadership, teamwork, customer focus, and top-tier execution. As a leader, one of the main challenges he faces is balancing the principles of servant consulting for clients with servant leadership for employees. Servant consulting focuses on prioritizing the needs and goals of clients, ensuring that they deliver customized solutions that promote their success. Achieving this requires genuine empathy, active listening, and a dedication to providing exceptional value. On the other hand, servant leadership emphasizes empowering and supporting employees to reach their full potential.

It entails cultivating a culture of trust, transparency, and collaboration, where employees feel appreciated and motivated to reach their full potential and deliver outstanding results for clients. Balancing these two approaches can be difficult, particularly in a dynamic and fast-paced environment. However, by remaining committed to these principles, leaders can generate positive outcomes for their clients and their teams, explains Rick. Besides, he values leading by example, staying true to his convictions, moving forward with purpose, and sharing in the success.

When asked about their competition, they share that they focus on developing new advantages through continuous innovation, strategic partnerships, and leveraging their extensive industry knowledge and experience. By staying ahead of market trends, investing in advanced technologies, and maintaining a client-centric approach, they can differentiate themselves and deliver superior value to their clients. Additionally, recruiting and retaining top talent ensures they have the expertise and creativity necessary to drive success and maintain a competitive edge.

Their upcoming initiatives encompass broadening digital transformation efforts, implementing key account management and cross-serving strategies, and enhancing accountability across all levels, as told by Rick. These efforts are designed to foster growth, promote innovation, and create a positive impact within the industries they serve. By emphasizing strategic partnerships and utilizing their extensive industry expertise, they aim to distinguish themselves and deliver greater value to their clients.

As they continue to grow and evolve, their dedication to excellence, innovation, and sustainability remains steadfast. They are committed to delivering outstanding service to their clients, creating a collaborative and supportive work environment for their employees, and making a positive impact on society. Rick is enthusiastic about the future of ATA Capital and looks forward to achieving even greater success together.