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Brentwood Advisory Group is a team of experienced executives to help mid-market companies fill key resource gaps, solve mission critical issues, improve operating results, develop and identify talent and realize opportunities.
We bring together extraordinary business minds with backgrounds in all C-Suite disciplines from a broad spectrum of industries, who can immediately deliver independent thinking, specialized expertise and focused execution, allowing clients to tap into the Brentwood talent pool in a cost variable fashion.
The breadth of our experience includes Board of Director and Board committee leadership.
Our Principals have deep experience in mid-tier organizations with an emphasis on global operations, including public companies, private-equity groups, foreign-owned U.S.-based subsidiaries and entrepreneurial ventures.
The Brentwood methodology is flexible and collaborative. We partner with our clients’ Board and leadership teams to help clearly define and agree on issues to be addressed, establish goals and align planned projects. We provide clients with results oriented deliverables and key performance indicators to track progress.
When faced with critical staffing or operational issues, Brentwood will provide our clients with resources and results they require… when they need them.
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[pane title=”Board of Directors & Corporate Governance Services” background_image=””]
Our principals have successfully worked with the boards of public and private companies in numerous ways:
- Board and committee chair positions with public and private firms
- Audit committee leadership
- Corporate Secretary services for Board, committees and subsidiaries
- Special committee support for transaction evaluation or restructuring challenges
- Buy/sell transaction analysis and advice
- Board self-assessment process
- Evaluating and selecting audit and professional service firms
- Board recruitment and succession planning
- International expansion assessment
- Strategy assessment
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[pane title=”Interim Executive Leadership” background_image=””]
Brentwood’s principals have multiple industry and multiple discipline interim executive role experiences. We have provided CEO, CFO and other executive roles. Our experience and flexibility permit us to quickly focus on core issues, propose solutions in conjunction with management, and lead/execute the agreed Plan. We have successfully worked with public and private-equity companies and the companies in their investment portfolios in several ways:
Strategic
- Development and evaluation of strategic options
- Transition assistance with ownership and leadership changes
- Acquisition and divestiture leadership
- Integration and Separation planning and execution
Executive Team Support
- Interim leadership including CEO, division and BU leadership, CFO and treasurer roles, CIO / technology leadership roles
- Human Resources strategy and execution
- Recruitment of A-team players
- Problem resolution roles, including urgent reorganizations and role replacements
- Investigative roles, including interim director of internal audit
- Bank relations and refinancing
- Managing complex insurance programs
- Designing and managing enterprise risk management and counterparty credit programs
- Implementing policies for commodity and currency hedge programs
- Global IT assessment, strategy evaluation/definition, and business alignment
- Global cyber security program evaluation, planning, and execution
Bottom Line Improvement
- Lean implementation and strategy deployment
- Leadership for stressed banking relationships
- Systems and processes evaluation, improvement, consolidation, and/or automation
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[pane title=”Merger and Acquisition Services” background_image=””]
We have extensive M&A experience on both the buy and sell side, with successful projects in strategic analysis, buyer and seller targeting, due diligence, regulatory approvals and post-acquisition integration.
Integration and Carve outs
- Pre-close integration planning and project organization
- Post-close integration “hands on” implementation leadership
- Post-close integration effectiveness assessment
- Technology strategy planning and implementation
Divestiture and Sale Transactions
- Counseling on the appropriate sale process for the situation
- Assisting with preparing offering memoranda and other marketing material
- Identifying and contacting selected qualified acquirers
- Assisting with negotiation and closure of divestitures
- Planning and executing the spinoff of operations, departments, systems, etc.
M&A Strategy
- Valuation analysis
- Evaluation of potential acquisition targets
- Evaluation of financial and strategic alternatives
- Assistance in negotiating and closing acquisitions
- Establishment and leadership of complex joint ventures
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[pane title=”Turnaround and Change Management” background_image=””]
Throughout their careers, Brentwood’s principals have been involved in successfully restructuring businesses and improving performance at both the top and bottom line.
Top-line Growth
- Optimizing product lines to improve margins
- Pricing and margin management
- Strategy deployment
- Bundling separate product lines for new customer offerings
- Improving access to export markets
- Establishing joint ventures and strategic alliances to promote joint sales or access markets
- Creating opportunities with technology investments that offer new/improved market capabilities
Bottom-line Improvements
- Implementing continuous business improvement culture
- Lean implementation
- Reengineering processes to achieve a 5 day close and robust analytics
- Process re-design to lower cost or improve effectiveness
- Cost-reduction planning and implementation
- Maximizing return on invested capital by improving profit velocity through constrained assets
- Cash flow improvements – inventory and receivables
- Process and technology evaluation, simplification, planning, and consolidation
New Business Start-up
- Establishing U.S.-based operations for foreign corporations
- Starting subsidiaries for new products or new markets
- Evaluating technology requirements and implementation strategy
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[pane title=”Sales & Marketing” background_image=””]
Brentwood’s principals have extensive Sales and Marketing experience in a wide array of industries and channels, delivering top line growth while improving bottom line results.
Strategy
- Development and Execution of Business Strategy
- Refinement of Sales and Marketing Plans
- Market Analysis
- Organizational Restructuring
- Acquisition Targeting and Sales & Marketing Due Diligence
- Incentive Plans
Sales
- Channel Management and targeted sales strategy
- Channel Conflict Resolution
- Development of High Performance and new Business Development Sales Teams
- Sales Force Effectiveness and Accountability training
- Consultative sales culture development to drive revenue and profits
- Business Analysis and Sales Budgeting Process improvements
- Distribution expansion into new channels
Marketing
- Omni-Channel Marketing strategy
- Brand Development and Management
- New Product Development Process
- Product Based Marketing Plans
- Operational Excellence in Product Line Management including SKU Rationalization
- Pricing Programs
- Promotional Programs
- Merchandising and Packaging
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Brentwood’s principals have extensive Business Operations experience in a wide array of industries with a focus on operational excellence driving increased profitability and customer satisfaction.
Strategy
- Development and Execution of Business Strategy
- Operating Plans Integrated Across the Enterprise
- Fulfillment Model Assessment and Development
- Organizational Restructuring
- Acquisition Due Diligence Valuation and Integration
Cross Functional
- Sales Inventory and Operations Planning
- KPI Development Leading Control Indicators
- Performance Dashboard Development
- Transactional Process Improvement
- Design for Six Sigma, Produceability, Lean Value Stream
- ERP System Utilization Integration
- Capacity Planning Integrated Commitment Process
- Operating Rhythm Communications
- Lean Six Sigma
- Project Management
Manufacturing
- Lean, 5S, VSM
- Six Sigma Quality Improvement, System Development
- Visual Daily Management
- SOP Development
- Layout Assessment & Redesign
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[pane title=”Human Resources” background_image=””]
Over the past 20 years, Brentwood’s principals have led the development of best practices in the human resources field. Our experience includes:
- Organizational Development
- Interim CHRO Leadership
- Leadership Development
- Culture and Climate
- Conflict Resolution
- Motivation
- Team Effectiveness
- Employee Engagement
- Performance Improvement Plans
- Talent Acquisition Strategies
- HR Policy and Compliance Review
- Executive coaching
- Outplacement
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[pane title=”Information Technology” background_image=””]
With their proven business and technology leadership/expertise, Brentwood principals have led several global turnarounds and business enabling technology transformations for a mix of public and private companies, producing tremendous cost savings, and creating opportunities for business growth.
Strategy
- Business & IT Strategies – technology transformation / business enablement
- Digital marketing transformation – Strategy development and implementation
- M&A and IT due diligence
- Performance metrics and business intelligence
- Cyber security evaluation and planning
- Board advisory and reporting
- IT effectiveness/value-add assessment
- Technology driven business opportunities development
Execution
- Technology strategy management and implementation
- Consulting/Interim/Corporate CIO leadership roles
- Cybersecurity, audit, and compliance implementation
- Global IT function development, re-alignment, & management
- Global vendor/contract selection, management, and negotiation
- Technology RFPs development & management
- Business process review and re-engineering
- Major project management / project rescue expertise
- IT management mentoring / coaching and employee succession planning
Process and Technology
- Vast technology expertise in ERP, B2B and B2C eCom/Web, SCO, SCM, mobile, CRM, cloud, network, and infrastructure
- Data center evaluation and management
- PMO and program/project management definition and deployment
- Change management & training
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Contact our Principals
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[team_member name=”Mark Zorko” position=”Board Audit Committee financial expert, Interim CEO/CFO” url=”//brentwoodadvisory.com/contact/mark-zorko” email=”” phone=”” picture=”//brentwoodadvisory.com/wp-content/uploads/2018/04/mzorko-2.jpg” googleplus=”” linkedin=”” facebook=”” twitter=”” youtube=”” pinterest=”” lastfm=”” instagram=”” dribble=”” vimeo=””]
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[team_member name=”Gerry O’Connor” position=”M&A Strategy & Execution; Interim CFO leadership; Start-ups & JV, and Angel Investing” url=”http://brentwoodadvisory.com/contact/gerry-oconnor/” email=”” phone=”” picture=”http://brentwoodadvisory.com/wp-content/uploads/2013/04/goconnor.jpg” googleplus=”” linkedin=”” facebook=”” twitter=”” youtube=”” pinterest=”” lastfm=”” instagram=”” dribble=”” vimeo=””]
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[team_member name=”Karl Schoene” position=”CEO / Division GM and operational improvement expert” url=”http://brentwoodadvisory.com/contact/karl-schoene/” email=”” phone=”” picture=”http://brentwoodadvisory.com/wp-content/uploads/2014/06/kaschoene.jpg” googleplus=”” linkedin=”” facebook=”” twitter=”” youtube=”” pinterest=”” lastfm=”” instagram=”” dribble=”” vimeo=””]
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[team_member name=”Paul Marcela” position=”Chief Governance Officer/General Counsel” url=”http://brentwoodadvisory.com/contact/paul-marcela/” email=”” phone=”” picture=”http://brentwoodadvisory.com/wp-content/uploads/2013/04/pmarcela.png” googleplus=”” linkedin=”” facebook=”” twitter=”” youtube=”” pinterest=”” lastfm=”” instagram=”” dribble=”” vimeo=””]
[/team_member]
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[team_member name=”Ron Moskal” position=”Human Resources” url=”http://brentwoodadvisory.com/contact/ron-moskal/” email=”” phone=”” picture=”http://brentwoodadvisory.com/wp-content/uploads/2015/10/RonMoskalsmall.jpg” googleplus=”” linkedin=”” facebook=”” twitter=”” youtube=”” pinterest=”” lastfm=”” instagram=”” dribble=”” vimeo=””]
[/team_member]
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[team_member name=”Doug Spitler” position=”CEO / Division GM and C-Suite Sales and Marketing Executive” url=”http://brentwoodadvisory.com/contact/doug-spitler” email=”” phone=”” picture=”http://brentwoodadvisory.com/wp-content/uploads/2020/11/dspitler.jpg” googleplus=”” linkedin=”” facebook=”” twitter=”” youtube=”” pinterest=”” lastfm=”” instagram=”” dribble=”” vimeo=””]
[/team_member]
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[team_member name=”Kathy Lunsky” position=”Human Resources and Administrative Executive, VP of Human Resources, Interim Leadership, People Strategy Consulting” url=”http://brentwoodadvisory.com/contact/kathy-lunsky/” email=”” phone=”” picture=”http://brentwoodadvisory.com/wp-content/uploads/2017/01/klunsky1000sq.jpg” googleplus=”” linkedin=”” facebook=”” twitter=”” youtube=”” pinterest=”” lastfm=”” instagram=”” dribble=”” vimeo=””]
[/team_member]
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[team_member name=”Bruce G. Orr” position=”Executive Leadership/ C-Suite Sales & Marketing” url=”http://brentwoodadvisory.com/contact/bruce-orr/” email=”” phone=”” picture=”http://brentwoodadvisory.com/wp-content/uploads/2016/11/bruce_g_orr-sq.jpg” googleplus=”” linkedin=”” facebook=”” twitter=”” youtube=”” pinterest=”” lastfm=”” instagram=”” dribble=”” vimeo=””]
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[team_member name=”Carol Barnett” position=”Advisory services for med-tech and health/industrial firms” url=”http://brentwoodadvisory.com/contact/carol-barnett/” email=”” phone=”” picture=”http://brentwoodadvisory.com/wp-content/uploads/2017/04/cbarnett.jpg” googleplus=”” linkedin=”” facebook=”” twitter=”” youtube=”” pinterest=”” lastfm=”” instagram=”” dribble=”” vimeo=””]
[/team_member]
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[team_member name=”Paul Palz” position=”Financial Executive with Global Company VP Finance/Controller Experience” url=”http://brentwoodadvisory.com/contact/paul-palz/” email=”” phone=”” picture=”http://brentwoodadvisory.com/wp-content/uploads/2016/04/ppalz-1024×1024.jpg” googleplus=”” linkedin=”” facebook=”” twitter=”” youtube=”” pinterest=”” lastfm=”” instagram=”” dribble=”” vimeo=””]
[/team_member]
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[team_member name=”Rob Sarkis” position=”Chief Information Officer, Global Information Technology Executive, Interim Leadership, Strategy Consulting” url=”http://brentwoodadvisory.com/contact/rob-sarkis/” email=”” phone=”” picture=”http://brentwoodadvisory.com/rsarkis.jpg” googleplus=”” linkedin=”” facebook=”” twitter=”” youtube=”” pinterest=”” lastfm=”” instagram=”” dribble=”” vimeo=””]
[/team_member]
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[team_member name=”Martin Swabrick” position=”Interim CEO/Executive Advisor/Board Member” url=”http://brentwoodadvisory.com/contact/martin-swarbrick/” email=”” phone=”” picture=”//brentwoodadvisory.com/wp-content/uploads/2017/07/mswarbrick-300×300.jpg” googleplus=”” linkedin=”” facebook=”” twitter=”” youtube=”” pinterest=”” lastfm=”” instagram=”” dribble=”” vimeo=””]
[/team_member]
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[team_member name=”Alan Turovlin” position=”IT Executive with Finance, Accounting and Cyber Security Credentials” url=”http://brentwoodadvisory.com/contact/alan-turovlin/” email=”” phone=”” picture=”http://brentwoodadvisory.com/wp-content/uploads/2017/10/aturovlin.jpg” googleplus=”” linkedin=”” facebook=”” twitter=”” youtube=”” pinterest=”” lastfm=”” instagram=”” dribble=”” vimeo=””]
[/team_member]
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[team_member name=”Carolyn Dolezal” position=”Executive with Global Company Board of Director, President, CMO, and CIO Experience” url=”http://brentwoodadvisory.com/contact/carolyn-dolezal/” email=”” phone=”” picture=”//brentwoodadvisory.com/wp-content/uploads/2018/04/cdolezal.jpg” googleplus=”” linkedin=”” facebook=”” twitter=”” youtube=”” pinterest=”” lastfm=”” instagram=”” dribble=”” vimeo=””]
[/team_member]
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[team_member name=”Mark Friedman” position=”Experienced professional with experience in multiple industries/business stages, from startup through PE backed” url=”http://brentwoodadvisory.com/contact/mark-friedman/” email=”” phone=”” picture=”http://brentwoodadvisory.com/wp-content/uploads/2018/04/mfriedman.jpg” googleplus=”” linkedin=”” facebook=”” twitter=”” youtube=”” pinterest=”” lastfm=”” instagram=”” dribble=”” vimeo=””]
[/team_member]
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[team_member name=”Lloyd Chatfield” position=”Outside General Counsel to Small and Mid-size companies” url=”http://brentwoodadvisory.com/contact/lloyd-chatfield/” email=”” phone=”” picture=”//brentwoodadvisory.com/wp-content/uploads/2018/04/lchatfield.jpg” googleplus=”” linkedin=”” facebook=”” twitter=”” youtube=”” pinterest=”” lastfm=”” instagram=”” dribble=”” vimeo=””]
[/team_member]
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[team_member name=”Brett Blair” position=”Executive with Global Manufacturing Operations, Human Resources Leadership, Executive Recruiting and Executive Coaching Experience” url=”http://brentwoodadvisory.com/contact/brett-blair/” email=”” phone=”” picture=”//brentwoodadvisory.com/wp-content/uploads/2019/01/bblair.jpg” googleplus=”” linkedin=”” facebook=”” twitter=”” youtube=”” pinterest=”” lastfm=”” instagram=”” dribble=”” vimeo=””][/team_member][/column]
[column width=”1/4″ title=”undefined” title_type=”undefined” animation=”none” implicit=”true”] [team_member name=”Jim Mocarski” position=”Fortune 500 Executive” url=”http://brentwoodadvisory.com/contact/jim-mocarski/” email=”” phone=”” picture=”//brentwoodadvisory.com/jmocarski.jfif” googleplus=”” linkedin=”” facebook=”” twitter=”” youtube=”” pinterest=”” lastfm=”” instagram=”” dribble=”” vimeo=””] [/team_member] [/column]
[column width=”1/4″ title=”undefined” title_type=”undefined” animation=”none” implicit=”true”] [team_member name=”Emma Battle” position=”President and CEO” url=”http://brentwoodadvisory.com/contact/emma-battle/” email=”” phone=”” picture=”https://brentwoodadvisory.com/wp-content/uploads/2020/02/ebattle.jpg” googleplus=”” linkedin=”” facebook=”” twitter=”” youtube=”” pinterest=”” lastfm=”” instagram=”” dribble=”” vimeo=””] [/team_member] [/column]
[column width=”1/4″ last=”true” title=”undefined” title_type=”undefined” animation=”none” implicit=”true”] [team_member name=”Gary Monroe” position=”Family Office and Business Independent Director, Board Advisor and Interim CEO/CIO/COO” url=”http://brentwoodadvisory.com/contact/gary-monroe/” email=”” phone=”” picture=”https://brentwoodadvisory.com/wp-content/uploads/2020/09/gmonroe.jpg” googleplus=”” linkedin=”” facebook=”” twitter=”” youtube=”” pinterest=”” lastfm=”” instagram=”” dribble=”” vimeo=””] [/team_member] [/column]
[column width=”1/4″ title=”undefined” title_type=”undefined” animation=”none” implicit=”true”] [team_member name=”Kathleen Yosko” position=”Heathhcare President/CEO, Interim Leader, Turnaround Strategist” url=”http://brentwoodadvisory.com/contact/kathleen-yosko/” email=”” phone=”” picture=”https://brentwoodadvisory.com/wp-content/uploads/2020/09/kyosoko.jpg” googleplus=”” linkedin=”” facebook=”” twitter=”” youtube=”” pinterest=”” lastfm=”” instagram=”” dribble=”” vimeo=””] [/team_member] [/column]
[column width=”1/4″ title=”undefined” title_type=”undefined” animation=”none” implicit=”true”] [team_member name=”Tom Morizio” position=”Chief Executive Officer of Medical Device Companies” url=”http://brentwoodadvisory.com/contact/tom-morizio/” email=”” phone=”” picture=”//brentwoodadvisory.com/wp-content/uploads/2021/04/tmorizio.jpg” googleplus=”” linkedin=”” facebook=”” twitter=”” youtube=”” pinterest=”” lastfm=”” instagram=”” dribble=”” vimeo=””] [/team_member] [/column]
[column width=”1/4″ title=”undefined” title_type=”undefined” animation=”none” implicit=”true”] [team_member name=”Henry Stoever” position=”CEO, Marketing Communications, and Growth-Focused Leader” url=”http://brentwoodadvisory.com/contact/henry-stoever/” email=”” phone=”” picture=”//brentwoodadvisory.com/wp-content/uploads/2023/10/hstoever.jpg” googleplus=”” linkedin=”” facebook=”” twitter=”” youtube=”” pinterest=”” lastfm=”” instagram=”” dribble=”” vimeo=””] [/team_member] [/column]