Why I started this practice.

A few years ago I bought a lower-middle-market services business. I personally guaranteed the debt. We had run a quality-of-earnings process before closing; it did not catch what was actually there. Within six months, more than sixty percent of profitability was gone. What I had bought was a slow-motion collapse held together by spreadsheets and silence — and I was now the one holding it.

For the next twenty-four months I did almost nothing else. I restructured the cost base line by line, sat with lawyers more than I want to remember, and removed headcount that should have been gone years earlier — people whose entire day was spent performing work rather than doing it. Weighted keyboards to keep their machine awake. Calendar invites to themselves so they showed "red" on Teams. Replies typed from an iPhone while their laptop sat dark on a desk they had not visited in hours, for a role that could only be done from that laptop. They had hoodwinked the prior owner for years. They had hoodwinked me for months.

This required everything I had. I gave up most of what people build their lives around so the company would survive long enough to fix. It did. We have since doubled the size of the business.

What I bring to this practice isn't a framework. I spent five years at McKinsey — I know what those decks are worth and what they are not. What I bring is the operating scar tissue of someone who has lived every page of one.

I built this practice for other operators — sponsors, investors, CEOs, searchers, lenders — so they do not have to learn what I learned the way I learned it. The work is hard. The conversations are harder. But the math, once you've actually seen it, is not subtle.

My goal in running this firm is simple: to help you and your team see what is never subtle — where labor productivity is leaking, where employees are quietly lying to you, and where the operating reality of your business differs from the story being told about it.

— Patrick

Get to know your team in 30 days.

Within 1 month, obtain total surveillance on all of your employee devices.

i
Step One

30-Minute Call

A quick discussion on your business and what you're trying to achieve.

ii
Step Two

Install Veridex

Our proprietary software is deployed across all employee machines. Your IT team coordinates access; we handle the rest. No disruption to operations.

iii
Step Three

Collect Team Data

Within 30 days, get to know what every employee in your company uses their laptops for.

iv
Step Four

Receive Insights

We show you where your individual team members spend every second of their day — productive or unproductive — giving you full insight into where to streamline cost. Our proprietary tool also automatically identifies where technology and automation can be integrated.

Most pilots surface four to eight underperforming roles in the first thirty days.
A single underperforming role in a lower-middle-market business typically costs $60,000 to $100,000 annually in fully-loaded labor.

Labor productivity is where the cost shows up first — but the advisory work goes further.

View the full advisory services

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