NYC Webinar: Business Planning Strategies
This event starts on Tuesday May 26th at 2:00 PM EDT.
Topic: Business Planning Strategies in Uncertain Times
The current turmoil in most industries makes conventional business planning tools less relevant to predict the development of a company. What do industry leaders do to address this challenge and prepare planning scenarios that all stakeholders can rely on? Join our group of experts to discuss important questions around this topic:
- What impact will the ‘new normal’ have on the credibility of business plans?
- How does business planning have to change to provide meaningful forecasts?
- Which additional/different parameters (internal and external) will need to be considered for the planning?
- How can additional planning tools like business simulations help to increase the effectiveness of business planning?
- How to consider disruptive events in the business planning?
Moderated by Martin Wentzel from American Industrial Acquisition Corporation, a distressed investor focused on middle market transactions.
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Martin is a founding Partner at Fairmont Partners, offering turnaround management and strategic advisory for family offices and middle market companies. He is also Operating Partner at American Industrial Acquisition Corporation, a globally active turnaround investment group specializing on corporate carve-outs.
At Fairmont Partners, Martin also started the KPI@Day1 Initiative, working with technology companies and other Independent Sponsors to push data-based decision making early into industrial acquisitions by using Industry 4.0 technology and cloud solutions.
Previously, Martin was part of the Siemens Corporation in various roles from M&A - responsible for buy- and sell-side transactions New York to executive positions in turnkey project management and engineering. He also led business excellence initiatives such as lean, standardization and productivity and operational audit.
Martin holds an MBA from the Fuqua School of Business and tri-lingual engineering degrees from the University of Applied Sciences in Bochum (Germany), Southbank University in London/UK and the Universite Blaise Pascal in France.
Cynthia Romano is the Global Director of CohnReznick’s Restructuring and Dispute Resolution practice. With 30 years of experience in performance improvement, turnaround management, transaction support, and investment analysis, Ms. Romano has spent her career helping companies improve liquidity and transform their bottom line. Whether as advisor or CxO level management, Cynthia’s work has added significant value to middle market companies in a variety of industries including healthcare, manufacturing, education, technology, security, distribution, professional services and not-for-profit.
Ms. Romano’s prior credits include alum of CR3 Partners, Bain’s Corporate Renewal Group and CRG Partners as well as CEO of a technology company and analyst for an angel investor in charge of the group’s diligence. Cynthia is well known in the market and the recipient of numerous awards including Smart CEO Brava Award winner honoring top female CEOs and co-winner of the Turnaround Management Association (TMA) Small Company Turnaround of the Year and a finalist for the 2020 Middle Market Transaction of the Year. She also has numerous board seats, panels, and publications to her credit including for ABI, TMA, HBS, MIT, the Nassau County and Boston Bar Associations, Exit Planning Exchange, Debtwire, and the ABF Journal.
Ms. Romano holds a BA from Brown University and an MBA from the MIT Sloan School of Management. She is also a TMA Certified Turnaround Professional (CTP).
Rick Brawn is an Operating Partner at GenNx360 Capital Partners and brings over 25 years of manufacturing and B2B services experience in Fortune 100 and FTSE 100 blue chip companies. Prior to joining GenNx360, Rick served as the Managing Director of Weir Services Europe based in Scotland, a diverse industrial set of businesses serving the nuclear, conventional and renewable power generation markets and the oil and gas markets. Previously, Rick worked in senior executive positions at Rolls-Royce based in England where he implemented significant operational performance improvement programs across 12 sites, 5000 employees, £1.2B annual revenue in their aircraft engine maintenance division. Rick has deep experience in the aerospace sector based on his 17 years at Pratt & Whitney, a division of United Technologies Corporation, where he led several complex integrations of acquisitions and drove rapid positive change across various businesses in Asia, Europe and the United States.
Rick was the recipient of several awards from United Technologies including Finalist for the Performance Improvement Team in 1995, Most Successful Alumnus from the Hartford-Springfield Inroads / UTC partnership in 1998, and Achieving Competitive Excellence Gold - the highest standard for any business in the Group - for an aftermarket services in Singapore in 2005. He was also written in Changing Times magazine in 1991 as one of the most likely graduates to receive multiple job offers.
Rick has a B.Sc in aeronautical and astronautical engineering from the Massachusetts Institute of Technology, an M.Sc in mechanical engineering from Rensselaer Polytechnic Institute and an MBA from Harvard Business School.
Rick has also participated in extended leadership programs at the University of Virginia, Darden Business School and Oxford University in England as a member of the senior management teams at United Technologies Corporation and Rolls-Royce respectively.
Mr. Sean Ozbolt joined Riverside in 2019. Prior to joining the Firm, Mr. Ozbolt was a Partner with Aurora Capital Group, working with the Aurora Resurgence Fund focused on investing in middle market companies facing operational or financial challenges. At Aurora, Mr. Ozbolt was responsible for sourcing, due diligence review, structuring and execution of new investments and ongoing oversight of portfolio companies. Prior to that, Mr. Ozbolt was at H.I.G. Capital, where he spent nine years focused on distressed and restructuring investments. Mr. Ozbolt was also an Associate at both Saunders Karp & Megrue and J.H. Whitney & Co. Mr. Ozbolt began his career as an Analyst with First Union’s leveraged finance group. He holds a B.S. in Commerce from the University of Virginia.