Whitfield Athey

Whitfield Athey Email and Phone Number

Investment Banker @ St. Johns Capital Partners
Jacksonville, FL, US
Whitfield Athey's Location
Jacksonville, Florida, United States, United States
Whitfield Athey's Contact Details

Whitfield Athey work email

Whitfield Athey personal email

About Whitfield Athey

Innovative thought leader with a proven track record of driving growth in SaaS-basedcompanies, specifically in building software systems that support complex operationalprocesses with a unique combination of financial, operational, and technical expertise. I havesuccessfully torn down and rebuilt businesses, transforming them into profitable entities bydeveloping new strategies, optimizing operations, and creating effective business plans.Collaboration and strong team building are at the core of my approach to navigatingorganizational dynamics and cultural transformation. Throughout my career, I have built areputation as a results-oriented executive with a passion for driving growth, optimizingoperations, and building strong and successful organizations. Key Strengths Include:BOARD ADVISOR• Collaborate with C suite of companies I invest in to build stronger, more focused executive teams through alignment of company vision with messaging for both internal and external stakeholders to increase value during both capital raises and exits.INNOVATION LEADERSHIP• Designed work environment and team structure to promote free thought and new ideas to maintain Delta Data’s trusted, innovative partner status to the top 5 Asset Managers, Record Keepers and Trust Companies in the world against formidable competition. Our products were awarded national disruptive technology awards by NICSA and enabled the firm to be named a top 40 innovative technology company by the Technology Association of Georgia twice.BUSINESS STRATEGY, PLANNING AND EXECUTION• Rebuilt Delta Data, transitioning from a high-risk single product and market state to stable and growth-oriented platform addressing multiple adjacencies. o Built a break-even, single digit growth firm to a platform that grew at 16% on 26% EBITDA, exceeding Rule of 40 while increasing the TAM from 100M to 750M in 6 years.CUSTOMER JOURNEY• Top-down consistent communication to the client and to internal teams aligned both on a cohesive customer journey that our clients could assimilate and adopt into their long-term strategy. Evolved from feature function sales to selling the "Why" of leveraging Delta Data as a partner and maintained focus on the long-term benefit of platform adoption that included all Delta Data products; this key change resulted in 97% net revenue retention over multiple years and an average contract value growth from $250k to $400k.

Whitfield Athey's Current Company Details
St. Johns Capital Partners

St. Johns Capital Partners

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Investment Banker
Jacksonville, FL, US
Employees:
2
Whitfield Athey Work Experience Details
  • St. Johns Capital Partners
    Investment Banker
    St. Johns Capital Partners
    Jacksonville, Fl, Us
  • Tdc Communications
    Board Member
    Tdc Communications Apr 2024 - Present
    • Advise on corporate strategy, M&A, and strategic financing for TDC Communications.• Assist in enhancing operational efficiency, corporate controls, and scalability.• Contribute to the company's growth and success through strategic guidance and decision-making.
  • St. Johns Capital Partners
    Investment Banker
    St. Johns Capital Partners Jan 2024 - Present
  • Clinicom
    Advisory Board Member
    Clinicom Jun 2023 - Present
    Dothan, Alabama, Us
  • Fieldware, Llc
    Independent Board Member
    Fieldware, Llc Jan 2022 - Present
    Chicago, Illinois, Us
    Fieldware is the leading Government Tech SaaS platform that enables digital communication, tracking and payments for supervised individuals. I am an investor and member of the board of directors assisting in corporate strategy. Application of operational levers learned through prior PE engagements are helping Fieldware transform their founder led business into an efficient and scalable institutionally backed GovTech platform.
  • Delta Data
    Chief Executive Officer
    Delta Data Apr 2015 - Mar 2022
    Columbus, Ga, Us
    I supported the funding and growth of Delta Data from a breakeven, single product, installed software company to a growth equity backed multi-vertical SaaS platform. I raised both angel investor capital and institutional capital from Accel-KKR. I helped execute both acquisitions and organic expansion of the business. After a 6 year relationship with Accel-KKR I delivered an exit for both common and institutional investors in a transaction with TCP Capital in late 2021. Delta Data received Top 40 most innovative companies in Georgia under my leadership in 2016 and again in 2018.
  • Delta Data
    Director Of Product Strategy & Coo
    Delta Data Sep 2010 - Apr 2016
    Columbus, Ga, Us
    Built out and restructured product offering to increase target market and broaden the revenue mix of the company. Successfully launched Asset Management platform to compliment existing legacy distribution trading business. Successfully launched integrated, vertical enhancements to the legacy distribution platform including a data suite, enterprise data management product and a business process management suite. Designed artificial intelligence platform for document identification, classification and data extraction leveraged by all our platform modules. Collaborated with executive team to move to subscription based contracts. Successfully created channel partnerships with leading servicing firms. Brought in a new CFO and restructured the firm's financials. Brought in company's first institutional investor to grow the company into the future.
  • The Grimes Companies
    Director Of Finance And Business Development
    The Grimes Companies Jan 2009 - Sep 2010
    Canton, Ohio, Us
    Managed Finance, Administration, Human Resources and Business Development teamsManaged the finances of four separate companies with 12MM + in revenueSignificant experience in cash flow management and critical cash flow projectionsFinancial modeling for strategic reporting and resource allocation strategiesVendor relationship management including contract structure and negotiationKnowledgeable in Commercial Insurance and Real Estate Tax negotiation Managed outside sales team that generated 4MM in new annual accounts during the 1st 12 months
  • Lehman Brothers
    Vice President
    Lehman Brothers Jan 2000 - Apr 2008
    Us
    Managed up to 30 employees and maintained budgets exceeding $20 million. Roles that evolved from Technology in Asia and the US, Operations in the US and the last few years in the Wealth Management division front office working with both Operations and Technology. Helped deliver a cross-selling platform for managed strategies from recent Neuberger Berman acquisition. This included working with legal structure, operational support and underpinning technology required to sell one company's asset management products to another's high-net-worth clients. Results of team initiative was cross-selling $7 billion in new assets under management between the two companies within two years.Created and delivered numerous presentations and facilitated discussions to executive level management that provided strategic direction for the company.Created a partnership program between Lehman Brothers and the Harlem Children's Zone (the largest children's non-profit in the city), that mentored 300 inner-city elementary children using golf as a medium for improving communication and their personal development .
  • Lehman Brothers
    Associate
    Lehman Brothers Jan 2000 - Sep 2001
    Us

Whitfield Athey Skills

Strategy Business Development Management Leadership Strategic Planning Team Building Product Management Project Management Finance Business Analysis Financial Modeling Investments Sales Negotiation Mergers And Acquisitions Financial Services Process Improvement Sdlc Trading Systems Vendor Management Executive Management Operations Management Asset Management Contract Negotiation Budgets Risk Management Corporate Development Mergers Capital Markets Integration Relationship Management Mutual Funds Management Consulting Asset Managment

Whitfield Athey Education Details

  • Auburn University
    Auburn University
    Management Information Science (Mis)
  • Mit Professional Education
    Mit Professional Education
    Artificial Intelligence (Ai)

Frequently Asked Questions about Whitfield Athey

What company does Whitfield Athey work for?

Whitfield Athey works for St. Johns Capital Partners

What is Whitfield Athey's role at the current company?

Whitfield Athey's current role is Investment Banker.

What is Whitfield Athey's email address?

Whitfield Athey's email address is wa****@****oft.com

What is Whitfield Athey's direct phone number?

Whitfield Athey's direct phone number is +164639*****

What schools did Whitfield Athey attend?

Whitfield Athey attended Auburn University, Mit Professional Education.

What are some of Whitfield Athey's interests?

Whitfield Athey has interest in Social Services, Children, Education, Science And Technology, Arts And Culture.

What skills is Whitfield Athey known for?

Whitfield Athey has skills like Strategy, Business Development, Management, Leadership, Strategic Planning, Team Building, Product Management, Project Management, Finance, Business Analysis, Financial Modeling, Investments.

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