When Leadership Structure Slows Everything Else

When to Call Martin

If you observe any of the following, you're looking at a structural problem

Not an HR task. Not a management training gap. Not a culture initiative.

Growth is outpacing the leadership structure built to support it

Decisions stall or escalate at the executive level — repeatedly

Governance rhythms haven't kept pace with the scale of the business

Critical capability concentrated in too few people — and no succession depth

An operating model or transformation program completed — but execution habits haven't changed

The board is asking questions about leadership depth or execution risk

A new market entry, acquisition, or capital event is exposing structural gaps

The business needs senior HR leadership for a complex mandate — without a permanent hire

Ideal Company Profile

Calibrated for the inflection point

Engagements are calibrated for organizations at the inflection point between momentum and structural fragility.

Ownership Structure

PE-backed, founder-led, or privately held

Revenue Range

$100M – $3B annual revenue

Workforce Scale

300 – 5,000 employees

Business Stage

Growth inflection, post-acquisition, new market entry, or operating model transformation

Forward Catalyst

Next capital event, institutional discipline, or board accountability

The entry point is always a specific structural risk — not a general advisory mandate. Engagements begin with a diagnostic, not a proposal.

How Engagement Typically Starts

Defined containers. Evidence-based escalation.

FACTS Advisory uses a structured, time-bound model. Each engagement container is discrete, outcome-defined, and tied to a specific risk exposure. Escalation to the next phase is earned by evidence — not assumed at the outset. No scope-first selling.

Entry Point · 2 Weeks

Leadership Risk Assessment

Rapid signal diagnostic to determine whether leadership structure is slowing execution and concentrating risk. Produces a clear finding: risk present or not. No billable ambiguity.

Structural Blueprint · 30 Days

Execution Risk Deep Dive

Focused structural design targeting the primary exposure zone identified in Phase 1. Deliverable is a decisive structural blueprint — not a theoretical advisory report.

90-Day Installation

Leadership System Recalibration

Installation of governance rhythm, accountability architecture, and leadership operating cadence. Objective: restore decision velocity and durable execution rhythm within one quarter.

Extended Engagement

Ongoing Structural Oversight

Senior advisory continuity engaged when institutional governance requires a sustained presence. Defined scope. Defined duration. Not a retainer arrangement.

Standalone Track

Fractional CHRO

Senior people leadership embedded at the executive level for complex, high-stakes mandates — not HR administration, not interim staffing. The work is structural: standing up HR functions inside regulated institutions, leading people architecture through post-acquisition integration, building the organizational layer that determines whether a transformation actually executes. Engaged when the mandate requires an operator who has done it at scale, without the cost or commitment of a permanent hire.

New market entry Post-acquisition integration Regulated institution build Operating model transformation Board-facing people strategy

Martin Robatti

Founder, FACTS Advisory

www.factsadvisoryinc.com

mrobatti@factsadvisoryinc.com

Former transformation executive at BNY Mellon and Citi, bringing enterprise-grade operating discipline into scaling mid-market and PE-backed environments. Currently advising companies navigating structural inflection across financial services, payments, natural resources, and new market entry.