financial analysis

financial analysis

Umbrex is pleased to welcome Warwick Simons.  Warwick Simons has 20 years of experience advising clients on corporate strategy, growth opportunities and investment & portfolio appraisals. He started his career with six years at Bain & Company, including an MBA at INSEAD, before joining a London-based hedge fund to apply his Bain skill set to public market equity investments. Warwick moved to Hong Kong in 2010 to pursue a career in equity research, which included three years leading Goldman Sachs’ Asia-Pacific team focused on evaluating businesses sustainable competitive advantages, and three years running his own independent investment research business. Warwick transitioned this business into an advisory & consulting model during 2020.

Warwick is based in Hong Kong with his wife and their young family, and together they split their time between Hong Kong, New Zealand and the US West Coast.

Umbrex is pleased to welcome Mortimer von Plettenberg.  Mortimer von Plettenberg, a lawyer by background, started his career as an Associate in McKinsey’s Hamburg office. Focusing on operations transformation and restructuring projects, he left as an Engagement Manager five years later to co-found a non-profit educational start-up: Teach First Deutschland places bright graduates of all backgrounds in underprivileged schools to improve educational equity. Having to take care of the family forestry business in Western Germany, Mortimer stepped down as CEO but remains an active shareholder.

As an independent consultant in Wiesbaden (close to Frankfurt), he focuses on operational transformations and restructuring, e.g. in airline, automotive and logistics.

He loves piloting small planes and playing rock piano (to the dismay of his wife and three children).

Mortimer is happy to collaborate on projects with an operations focus in Europe

Umbrex is pleased to welcome Jose Fornell with Impact Point Co.  Jose has over 13 years of experience with BCG and Alvarez and Marsal advising under-performing and distressed companies. He has advised companies in the SaaS, consumer, automotive, logistics, technology, manufacturing, and telecom industries. His core areas of expertise include transformation management, turnaround/restructuring, and the Office of the CFO.

While at BCG, Jose led numerous transformation management offices responsible for developing and executing holistic programs at multi-billion dollar clients, including a $250M transformation effort in the business technology industry and a $2B transformation effort in the automotive industry.

Prior to BCG, Jose led numerous turnarounds and restructurings (in and out of Chapter 11) with Alvarez and Marsal, which included managing liquidity crises, chapter 11 administration, and various interim treasury and FP&A roles.

Jose lives in Miami and is an avid boater along with his 3 daughters and wife.  He is happy to collaborate on change management, turnaround/restructuring, liquidity management, FP&A, and rapid cost-take out projects anywhere in the US.

Umbrex is pleased to welcome Gennadiy Goldenshteyn with First Principles. Gennadiy Goldenshteyn is leveraging almost 20 years consulting and progressive line leadership experience to launch his own consulting firm, First Principles, in September 2019. First Principles breaks down seemingly complex strategy and operations problems down to their foundational basics (i.e., first principles) and creates implementation programs to systemically drive improvement. Areas of Gennadiy’s expertise include:

  • Product-driven and customer-focused innovation and growth strategy, based on principles of Design-to-Value and Design Thinking
  • End-to-end product development
  • Lean operations
  • Business process optimization
  • Transformational program design and implementation
  • Fractional/Interim C-suite services (Product, Operations, Innovation/Technology)

Gennadiy brings world class consulting experience from his years with McKinsey Operations practice, including helping build McKinsey’s Product Development sub-practice. Furthermore, he has held positions of increasing leadership responsibility with Ford Motor Company, United Technologies (UTC) Aerospace Systems, Yum! Brands, and Welbilt Corporation.

Gennadiy serves companies of all sizes and all life stages – from start-ups (both seed and growth stage) to small-and-medium-sized businesses in need of expert support, and established industry leaders looking to reinvigorate their operations. While Gennadiy has successfully served clients across multiple sectors, he has particularly deep expertise in Industrial Machinery, Consumer Durable Goods, Foodservice, CPG, and Automotive.