About ATA Capital

ATA Capital

ATA Capital, part of the ATA Family of Firms, are investment bankers dedicated to providing exceptional brokerage and management services to clients. With access to over 15 markets throughout the Southeastern United States, ATA Capital has extensive knowledge and experience in many industries including construction, manufacturing, healthcare, distribution, technology, and more. 

As part of the BDO Alliance, ATA Capital gives you the power and resources of a national firm, with the personal, partner-level attention that clients expect. This alliance creates the best of both worlds. 

ATA CPAs + Advisors PLLC

ATA is a long-term business advisor to its clients and provides other services that are not traditionally associated with accounting.  For example, Revolution Partners, ATA’s wealth management entity provides financial planning expertise; ATA Digital focuses on growth though the design and development of marketing and digital products as well as offers video, social media, and digital content for small businesses; and ATAES is a comprehensive human resource management agency.

ATA is located throughout the southeast in Tennessee, Kentucky, Mississippi, and Arkansas. Recognized as an IPA Top 150 regional accounting firm, ATA provides a wide array of accounting, auditing, tax and consulting services for clients ranging from small family-owned businesses to publicly traded companies and international corporations. ATA is also an alliance member of BDO USA LLP, a top five global accounting firm, which provides additional resources and expertise for clients.

Meet rick Schreiber, CPA, CVGA, CGMA, M&AP

Rick Schreiber is president of ATA Capital (ATAC) and has 30 years of public accounting and advisory experience, with a focus on helping companies receive optimal value of their businesses. Rick is also National Advisory Practice Leader for ATA CPAs + Advisors (ATA). 

Rick has experience working with small, middle market, and multi-national public and private companies in a variety of industries including manufacturing, distribution, technology, healthcare, construction, etc. Rick is also a certified mergers and acquisitions professional and leads ATA’s transaction advisory practice, which coincides with the needs of ATAC clients. 

Prior to joining ATA Capital, Rick worked at BDO, a Global 5 accounting, tax, and consulting firm, as their National Leader of Manufacturing & Distribution, National Co-Leader of Industry 4.0 (Digital Transformation), SE Regional Leader of Retail & Consumer Products, and Managing Partner of Assurance & Advisory for the Memphis office. Before joining BDO, Rick worked at PricewaterhouseCoopers (PwC) in numerous offices including Charlotte, Philadelphia, San Jose and Indianapolis. Before joining PwC, he worked for a boutique accounting firm providing assurance, tax, and business advisory services to small business owners. 

Rick is a graduate of Indiana University where he earned a Bachelor of Science degree in Accounting and a Master’s in Business Administration degree concentrated in finance.

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