Justin Caskey

Chief Financial Officer

Professional Overview

Justin Caskey is an accomplished finance executive with extensive experience in financial management, strategic planning, and operational leadership. As the Chief Financial Officer at Surge Ventures and an Operating Partner at Virgo Capital, he leverages his deep industry expertise and analytical acumen to drive strategic initiatives and ensure financial stability and growth.

Experience Summary

Current Roles

Chief Financial Officer, Surge Ventures (2024-11-01 to Present)

• Responsible for overseeing all financial operations, including budgeting, forecasting, and capital management, to support the company's ambitious growth strategy.

• Provides strategic financial guidance to the executive leadership team, helping to identify and capitalize on new market opportunities.

• Collaborates with the investment team to evaluate potential acquisitions and partnerships, ensuring alignment with the firm's financial objectives.

Operating Partner, Virgo Capital (2024-11-01 to Present)

• Serves as a strategic advisor to the investment team, leveraging his extensive finance and operations expertise to identify and assess potential investment opportunities.

• Works closely with portfolio company leadership to optimize financial performance, improve operational efficiency, and drive value creation.

• Contributes to the firm's overall investment thesis and decision-making processes.

Career Progression

Chief Financial Officer, Unifocus (2023-10-01 to 2024-11-01)

• Provided financial leadership and strategic guidance to the executive team during a period of rapid growth and expansion.

• Implemented new financial reporting systems and processes to enhance transparency and data-driven decision-making.

• Played a key role in securing additional funding to support the company's ambitious growth initiatives.

Chief Financial Officer, Korbyt (2013-10-01 to 2023-10-01)

• Spearheaded the company's financial and operational transformation, leading to a significant increase in profitability and market share.

• Drove the implementation of robust financial controls and reporting systems, improving the company's overall financial visibility and decision-making capabilities.

• Played a critical role in securing strategic partnerships and securing additional funding to fuel the company's growth.

Investment Banking, Industrial Group, KeyBanc Capital Markets (2011-10-01 to 2013-10-01)

• Advised clients on a range of financial transactions, including mergers and acquisitions, debt and equity financing, and strategic partnerships.

• Conducted in-depth financial analysis and market research to support the investment banking team's deal origination and execution efforts.

• Developed a strong understanding of the industrial sector and its evolving market dynamics.

Audit Senior, Deloitte & Touche (2008-08-01 to 2011-10-01)

• Conducted comprehensive financial audits for a diverse portfolio of clients, ensuring compliance with accounting standards and internal control frameworks.

• Provided valuable insights and recommendations to clients to help them improve their financial reporting and operational efficiency.

• Gained a solid foundation in financial analysis and risk management.

Education

• Master of Business Administration, Finance, University of Texas at Austin

• Bachelor of Science, Accounting, Texas Tech University

Areas of Expertise

• Financial management and strategic planning

• Capital market transactions and fundraising

• Mergers, acquisitions, and integration

• Performance optimization and operational efficiency

• Data-driven decision-making and risk management

• Leadership and team development

Professional Impact

• Played a pivotal role in driving the financial transformation and growth of several high-profile companies in the technology and services sectors.

• Recognized as a strategic finance leader, known for his ability to navigate complex financial and operational challenges and deliver measurable business impact.

• Actively engaged in the broader finance and investment community, sharing insights and best practices through industry events and publications.

Conclusion

With a proven track record of financial leadership and a deep understanding of the technology and services industries, Justin Caskey is well-positioned to drive continued success in his current roles at Surge Ventures and Virgo Capital. His ability to integrate financial acumen with strategic vision and operational expertise makes him a valuable asset to the organizations he serves.