Board & Executive Management Services

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.

Services

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

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

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

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

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 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

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

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

Contact our Principals

Paul Palz

Paul M. Palz has considerable experience in public and private equity manufacturing, distribution and service industry companies at various stages of development (start up, wind down, turn-around and mature). His experience includes treasury management, SEC

Full Profile »

Paul Marcela

Paul Marcela is President & Managing Director of Governance Partners Group, LLC, of Alpharetta, GA, a corporate governance consulting firm that specializes in providing outsourced Chief Governance Officer/Corporate Secretary services to private and public companies

Full Profile »

Lloyd Chatfield

Lloyd Chatfield serves as outside general counsel to small and mid-size companies in the manufacturing, chemicals, real estate, retail and professional services industries.  Lloyd has 25 years of legal experience, in both in-house and private

Full Profile »

Kathleen Yosko

Kathleen is a values-based senior health care executive with a unique background of medical expertise and business/financial acumen. She is a recognized healthcare leader and has developed niche expertise in the delivery of post-acute care

Full Profile »

Rob Sarkis

Rob has over 25 years of technology leadership experience that spans multiple industries in manufacturing, distribution, retail, insurance, and technology. His proven expertise in aligning information technology with global business strategies has enabled organizations to

Full Profile »
Andrew Dahle Headshot Photo

Andrew Dahle

Andrew J. Dahle is a distinguished executive with extensive experience in risk assurance and enterprise management, having spent over 20 years as a partner at a Big 4 firm. Throughout his career, Andy has successfully

Full Profile »

Gary Monroe

Gary L. Monroe is an accomplished C-suite executive with over 10 years of family office experience and another 20 years leading private middle-market companies across multiple industries. He recently started Monroe Advisors LLC to provide

Full Profile »

Ron Moskal

Ron Moskal is President of The HR Project Group, Deerfield, Illinois, a national recruiting and consulting firm. The firm provides technical expertise in Human Resources Management at the corporate, division, and plant levels in the

Full Profile »

Mark Zorko, CPA

Mark Zorko is an international public company CFO and CIO for manufacturing, energy, medical device, and high-tech firms. His background includes over 20 years of board-level experience.  Mark chairs the Audit Committee of the Board

Full Profile »

Martin Swarbrick

Martin Swarbrick is an experienced Chief Executive Officer, Strategic Advisor and Corporate Director who has led large global organizations and mid-sized private companies in high technology, engineering and manufacturing in the U.S. and Europe. His

Full Profile »

Bruce Orr

Bruce Orr is an inspired international leader and advisor to B2B clients in the industrial sector with a primary focus on developing and implementing winning strategies. He has diversified accomplishments in senior management positions in

Full Profile »

Carol Barnett

Carol is an energetic leader with 15 years of accomplishments in medical/industrial marketing and general management. Carol has special strengths in developing and executing plans for high revenue growth and international expansion. Her skills include

Full Profile »

Carolyn Dolezal

Carolyn Dolezal is an international public and private company President, CMO and CIO for professional services and high-tech firms. Her background includes over 10 years of board-level experience. Carolyn builds business by consistently driving positive

Full Profile »

Kathy Lunsky

Kathy is a collaborative leader with over 20 years experience in human resources and administrative operations. Kathy has the ability to guide organizations in both the development and then the execution of short and long-term

Full Profile »

Mark Friedman

Mark Friedman has been a CEO and COO in a variety of industries, including healthcare, conference management, employee benefits, real estate, software and databases, market research, financial services and investments.  He currently is the CEO of

Full Profile »

Alan Turovlin

Alan Turovlin is a seasoned IT executive with extensive credentials in finance and accounting and cyber risk assessment and remediation. After working in hundreds of companies as a KPMG partner, a private equity executive, and

Full Profile »
Emma Singletary Battle

Emma Battle

Emma Singletary Battle is President and CEO of Market Vigor, a strategy, digital marketing and consulting services company.  A high-energy trailblazer with a passion for taking on challenging assignments, Emma has a track record for

Full Profile »

Tom Morizio

Takes health and med-tech innovation into global markets and builds company value Tom is a versatile healthcare executive who has delivered exceptional revenue, profit and market share through R&D leadership and global commercialization of new

Full Profile »

Henry Stoever

Henry Stoever is a strategic, outcomes-focused business leader who has served as a CEO and CMO with two member-centric, board governance-focused associations. He also led business development, communications, marketing, and partnership creation teams with four

Full Profile »

Doug Spitler

Doug Spitler is a decisive and relational executive who aligns stakeholders behind common business goals and delivers results. Doug has experience with national manufacturers of consumer and industrial products. He is a skilled developer of

Full Profile »

Jim Mocarski

Jim Mocarski helps companies solve their most complex problems combining business savvy with technical expertise, and a data driven decision approach. He is a fortune 500 executive with his primary experience in Aerospace and Defense

Full Profile »

Gerry O’Connor

Offering more than three decades of senior executive leadership in strategy development and execution, Gerry O’Connor is laser-focused on driving profitable growth. His unique background spans key financial roles in M & A, business start-ups,

Full Profile »

Karl Schoene

Karl Schoene is an international public company divisional GM and private company CEO with primary experience in B-to-B markets and process manufacturing industries including chemicals and renewable energy. He also serves at board-level and in

Full Profile »