Hunt Scanlon Media’sEnsuring Management Teams are Intentionally Built to Deliver on 2024 Goals

November 9th - 11am ET

On Thursday, November 9th, join PE-focused human capital advisory firm FMG Leading along with the senior leaders from Copley Equity Partners, Tilia Holdings, and LightBay Capital, to learn how portcos are intentionally aligning and focusing their teams during budget planning season to beat the competition in the coming year.

While leaders are counting on their teams’ ability to significantly improve financial results in 2024, employees have their doubts. In a recent FMG Leading LinkedIn poll, 33% of respondents report that they’re “not very confident” in their leadership teams’ ability to deliver in the year ahead…..while only 13% responded that they were “Extremely Confident” that their leadership team was poised to deliver in 2024.

Don’t miss the opportunity to ensure your 2024 plan is backed by the essential human capital capabilities and strategic narrative needed to achieve industry-leading results.

Panelists in the webinar will include:

Dr. Matt Brubaker

FMG Leading

Throughout his professional career, Dr. Matt Brubaker has partnered with investors, boards, and CEOs to build high-performing organizations. His advisory work, especially in private equity, focuses on growth strategy, senior team alignment, and enterprise-wide change initiatives.

Dr. Brubaker helps clients navigate the complex people-related dynamics associated with rapid growth, pivots in strategy, and transformational change. A recognized thought leader on the subject of human capital strategy, Dr. Brubaker’s work has been featured in numerous management publications including: Harvard Business Review, Forbes, The Wall Street Journal, Chief Executive, Fast Company, and Private Equity International. 

Dr. Brubaker earned his Master of Arts degree in Dispute Resolution at the University of Massachusetts, and his Doctor of Education in Organizational Change (Ed.D.) degree from Pepperdine University. He serves as an operating partner at WindRose Health Investors, a New York-based private equity firm, and also sits on the boards of JM Search, Traditions Behavioral Health, and Big Sky Bravery. 

Chris "Mitch" Mitchell

Principal, Private Equity
FMG Leading

An experienced and grounded leader, advisor, and business coach with over 30 years of experience, Mitch’s expertise lies in his ability to guide executive leaders and teams through periods of rapid scale, ambiguity, and strategic change.

Mitch partners with senior leaders, investors, and boards to accelerate growth and create value. He brings a holistic approach to both corporate strategy and individual development, aligning overall business context and goals with the human capital capabilities required for organizations to thrive.  Mitch excels at guiding executive leaders through complex and nuanced situations where the stakes are high, primarily advising middle-market private equity-backed executives and investors, as well as senior leaders from a wide range of industries.  His specialty is preparing executives to build and lead high-performing teams as they take on new growth expectations and the increased pace commonly associated with an infusion of growth capital.

Mitch earned a Bachelor of Arts in Finance and Insurance from the University of Rhode Island, and his Master of Divinity degree from the Gordon-Conwell Theological Seminary in Massachusetts.  

Dr. Ann Getz

Senior Consultant
FMG Leading

Ann Getz brings extensive experience and expertise in the areas of large-scale organizational change, culture integration, leadership and team development, talent management, healthcare leadership, and executive coaching. She has worked with executives, physicians and organizations across various industries, in both for-profit and not-for-profit sectors.

Prior to FMG Leading, Ann worked for Ernst & Young in the Healthcare and Business Transformation and Talent Practices. She specialized in the areas of leadership alignment, culture integration, health technology implementation, post-merger integration, shared services and physician leadership and engagement. 

Ann holds a Ph.D. and M.S. in Organization Psychology from Alliant International University (formerly CSPP), a M.S. in Psychology from Pepperdine University, a B.S. in Psychology from Southern Methodist University and a B.A. in History from Arizona State University.

Matthew DiFrancesco

Vice President
Copley Equity Partners

Matt DiFrancesco joined Copley in 2018 and is currently responsible for originating and evaluating investment opportunities, deal execution, and assisting portfolio companies on a range of strategic initiatives. Prior to joining Copley, Matt spent three years in New York, working as an investment banking associate for DH Capital where he focused on transactions in the technology sector. He also worked in capital markets deals advisory for PwC’s Transaction Services group. Matt received a double major in accountancy and finance from Providence College.

Will Busch III

Managing Director, Organizational Strategy & Transformation
Tilia Holdings

Will Busch III joined Tilia as managing director, organizational strategy & transformation in 2023. Will Busch III brings over 15 years of experience in designing, implementing, and leading strategic human capital initiatives that accelerate profitable growth.

Most recently, Will led the Private Equity practice at FMG Leading as managing director, growth strategies. Prior to FMG Leading, Will held a variety of executive roles at Korn Ferry and Gallup, where he developed a unique approach to business transformation that incorporated strategy execution, behavioral economics, change management, and customer analytics to create and capture value. Specializing in growth-focused firms and investors, Will’s expertise leverages human capital and organizational growth levers to drive revenue generation and enhance operational efficiency.

Will earned his Master of Business Administration from the J.L. Kellogg School of Management at Northwestern University and his Bachelor of Business Administration from Tennessee State University in Nashville, Tennessee.

Ben Herman

LightBay Capital

Ben Herman is a seasoned partner at LightBay Capital, where he spearheads investments across various industries and transaction types. With a keen strategic vision, he has been instrumental in driving the success of numerous ventures.

Ben earned his Master of Business Administration from the The Wharton School of the University of Pennsylvania, and his Bachelor of Arts from Yale University.

“Too often… organizations set their budgets but don’t cultivate a clear up-to-date vision and narrative that aligns the efforts of their executives, ultimately slowing their progress. What’s more, they turn a blind eye to conflicts, dysfunction and underlying tensions that not only lead to underperformance but put overarching priorities in jeopardy.”

  – Dr. Matt Brubaker,

Spreadsheets don’t get you there. People do.

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Come virtually network with hundreds of PE talent leaders and executive recruiters