Our principals have successfully worked with the boards of public and private companies in numerous ways:

• Board and committee chair expertise with public and private firm
• Communication and counsel for planned/unplanned Board leadership or C-suite transitions
• 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
• Coaching and executive support
• High-profile federal regulatory scrutiny counsel and communication
• Evaluating and selecting audit and professional service firms
• Board recruitment and succession planning
• International expansion assessment
• Strategy assessment

The principals at Brentwood possess extensive experience in various industries and disciplines through their interim executive roles. We offer 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 agreed Plans. We have successfully worked with public and private-equity companies and the organizations in their investment portfolios in several ways:

Strategic

• Development and evaluation of strategic options
• Assistance with ownership and leadership transitions
• 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 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
• System and Process Evaluation
• Technical Strategy and Product Road Mapping
• Innovation and Product Development
• Product Planning and Management

Bottom Line Improvement

• Lean implementation and strategy deployment
• Leadership for stressed banking relationships
• Systems and processes evaluation, improvement, consolidation, and/or automation

We have extensive M&A experience on the buy and sell side, with successful projects in strategic analysis, buyer and seller targeting, due diligence, regulatory approvals, together with pre-planning and post-acquisition integration.

Integration and Business Carve Outs

• Pre-close integration planning and project organization, communication planning
• Post-close integration “hands on” implementation leadership positioning and alignment 
• Post-close integration effectiveness assessment
• Technology strategy planning and implementation
• Communication, change management and leadership support 

Divestiture and Sale Transactions

• Identifying and contacting selected qualified acquirers
• Counseling on the appropriate sale process for the situation
• Assisting with preparing offering memoranda and communication and marketing material
• Assisting with negotiation and closure of divestitures and employee and communication support
• Planning and executing the spinoff of operations, departments, systems, etc.

M&A Strategy

• Valuation analysis
• Evaluation of potential acquisition targets and cultural fits 
• Evaluation of financial and strategic alternatives; positioning for investors and other financial audiences
• Assistance in negotiating and closing acquisitions
• Establishment and leadership of complex joint ventures and operational integration

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
• Pursing revenue stream diversification through acquisition 
• Pricing and margin management
• Activating 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
• Driving change management and communication programs to fulfill mission 

Bottom-line Improvements

• Implementing continuous business improvement culture
• Driving Lean implementation
• Delivering process re-design to lower cost or improve effectiveness
• Providing cost-reduction planning and implementation
• Maximizing return on invested capital by improving profit velocity through constrained assets
• Engineering cash flow improvements – inventory and receivables
• Offering 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

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

Brentwood’s principals have extensive experience in Business Operations across various industries, focusing on improving efficiency, profitability, and customer satisfaction. The Brentwood principals focus on optimizing processes, integrating scalable systems, and ensuring that execution is seamless to support long-term business success.

Strategy

• Development and execution of operational strategy aligned with business goals
• Optimization of fulfillment models, logistics and supply chain management 
• Organizational restructuring to improve efficiency and scalability
• Comprehensive due diligence, valuation and integration of acquisitions

Cross functional

• Integrated Sales Inventory and Operations Planning (SIOP)
• Key Performance Indicator (KPI) development and tracking dashboard
• Process standardization and efficiency improvements across business functions
• Enterprise Resource Planning (ERP) system selection, utilization and integration
• Capacity planning and resource allocation to support growth and scalability
• Operating rhythm communications design and implementation
• Project Management and execution to meet strategic objectives

Process Improvement

• Lean, Six Sigma, 5S and Value Stream Mapping (VSM) implementation for manufacturing and service operations. Visual daily management systems for real-time operational insights
• Standard Operating Procedure (SOP) Development for consistent execution
• Workflow layout assessment & redesign to enhance productivity and reduce cost

Brentwood’s Principals have led the development of best practices in employee growth, development, and human resources for decades.

Expertise includes:

• Setting organizational development, structure and decision authority processes
• Inspiring an open and welcoming environment 
• Providing interim or fractional CHRO Leadership
• Establishing measurable leadership development initiatives 
• Aligning communication strategies to mission, culture and today’s uncertain climate
• Administering conflict resolution, and employee relations programs
• Delivering ethics and code of conduct plans that encourage employees to speak up, without fear  

• Driving team effectiveness and employee engagement
• Counseling on performance improvement plans and world-class performance 
• Sustaining Talent Acquisition, succession planning and executive leadership strategies and outplacement 
• Overseeing HR policy and compliance review and tactics 
• Delivering executive coaching and counsel in support of C-suite, Board and investors

With 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 – 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/Temporary/Corporate CIO leadership roles
• Cybersecurity, audit, and compliance implementation, education and communication
• Global IT function development, realignment, & management
• Global vendor/contract selection, management, and negotiation
• Technology RFPs development & management
• Business process review and re-engineering
• Major project management / project rescue expertise
• Change management communication and program execution
• 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, AI and infrastructure 
• Data center evaluation and management
• PMO and program/project management definition and deployment 
• Change management, communication planning & training

Brentwood’s Principals have extensive brand, marketing and communication experience in a wide array of industries and channels, protecting and mitigating reputation, delivering top-line growth and improving bottom-line results.

Strategy

• Development and execution of business strategy
• Refinement of sales and marketing plans and market analysis
• Organizational structuring and optimization 
• Acquisition targeting and sales & marketing due diligence bolstered by robust and equitable incentive plans

Sales

• Delivering crisp channel management and targeted sales strategy with 
• Driving conflict resolution, and tech optimization 
• Cultivating and growing high-performance and new business development sales teams
• Overseeing sales force effectiveness and measurement with accountability training
• Managing consultative sales culture development to drive revenue and profits with business analysis and sales budgeting process improvements
• Explorations of distribution expansion into new channels

Marketing and Communication

• Crisis planning and reputation management and mitigation
• Creating Omni-Channel Marketing strategy with tech and AI enablement 
• Cultivating brand purpose, narrative, system development and management
• Driving new product development supported by process and product-based pricing, marketing, promotional, merchandising and packaging campaigns