Engagements

Operating behind companies you know.

A mix of full-time leadership and fractional engagements across hospitality, services, e-commerce, facility management, PE, technology, and real estate.

Selected engagements & clients

PVG

2025-2026
Fractional Operator · AI Automation

Brought in for a 6-month engagement to implement automation across the org, specifically the sales ecosystem. Rebuilt intake, qualification, follow-up, and pipeline visibility with Claude-powered agents and orchestrated workflows. Revenue 2x by month three. Company has 12x'd since.

Read the case
Situation
A growth-stage company with a leaky sales ecosystem: lead flow looked healthy at the top but conversion was inconsistent and impossible to predict. Team was working hard on volume but ignoring the quality and follow-up problems inside the pipeline.
Intervention
Audited every step from lead capture to close. Built Claude-powered agents for intake qualification, automated cadence triggers based on engagement signals, and dashboards surfacing cycle-time and stage-conversion by source. Reset the team's weekly cadence around pipeline health, not lead count.
Result
Revenue 2x by month three. Company has 12x'd since. The sales ecosystem now runs without manual touchpoints at the top of funnel, and the team scaled output without scaling headcount.

Emory Oak Partners

Q2-Q3 2025
Fractional Operator · M&A Integration

Brought in as fractional M&A integrator with a mandate to deploy $8M in 6 months acquiring services-based companies at ~$1M EBITDA. Owned sourcing, deal audits, and post-merger integration. Closed 3 acquisitions, added $19M ARR, expanded operations into 11 new markets.

Read the case
Situation
The firm had closed two prior acquisitions that ran into material issues post-close. Diligence had missed real problems and one of those companies ultimately had to be divested. Mandate going forward: deploy $8M across services-based targets in 6 months at ~$1M EBITDA, with a tighter process so the same thing didn't happen twice.
Intervention
Rebuilt the sourcing and audit motion. Tightened the financial, operational, and customer-base diligence stack so red flags surfaced before LOI, not after close. Sourced and audited the live pipeline, then led post-merger integration on the deals that closed (systems, ops cadences, leadership transitions, customer continuity). Killed deals that didn't pencil out instead of forcing them through to hit the deployment target.
Result
3 acquisitions closed in 6 months. $19M in ARR added. Operations expanded to 11 new markets. The diligence and integration playbook carried forward as the firm's standard.

Backflip

2021-2022
Founding Team · GTM & Operations

Joined the founding team of a venture-backed reverse-logistics company and owned GTM strategy and execution. The model: clean out homeowners' garages, pay for the items, then inspect and resell them online faster and at higher margins than the homeowner could on their own. Raised $16M across two rounds, scaled to 4 markets in 12 months, $5M ARR inside 18 months.

Read the case
Situation
A net-new consumer reverse-logistics concept. The hypothesis was that we could buy items out of a homeowner's garage and move them through resale channels at better margins and faster cycle times than the owner could themselves. Needed to prove repeatable unit economics before raising and scaling.
Intervention
Built the GTM playbook from zero. Designed the in-home offer flow, pricing model, inspection and grading SOPs, and the multi-channel resale stack. Built the market-launch playbook covering acquisition, ops staffing, and warehouse setup, and ran the first three market openings end to end. Led the raise alongside the founding team.
Result
$16M raised across two rounds. Scaled from 0 to 4 markets in 12 months. $5M ARR inside 18 months with unit economics holding through expansion.

Grubhub

2019
Project Engagement · Delivery Ops & Unit Economics

Brought in on a project basis to solve a margin-bleed problem in several of their delivery markets. Average basket value per driver inside the assigned mile-radius wasn't covering the cost to deliver, eating 7 to 10% of margin and roughly $100M off the bottom line. Reworked how delivery radius was defined and how driver orders were assigned. Margin moved from negative to +1.8%, roughly a 12-point swing.

Read the case
Situation
Several markets were leaking margin. The unit economics on delivery weren't holding: the average basket value per driver, given the radius they were running, didn't justify the cost of the trip. The bleed was 7 to 10% on margin, ~$100M to the bottom line. Standard playbook fixes like driver pay tweaks and fee adjustments weren't moving the needle.
Intervention
Reframed the problem from "driver economics" to "radius logic." Drew on prior experience scaling delivery-only restaurants to redesign how delivery radius was defined per market and how driver orders were batched and assigned. The new logic accounted for basket density, drive-time, and zone overlap rather than treating radius as a fixed input.
Result
Margin bleed stopped. The affected markets moved from negative to +1.8% on margin, a ~12-point swing on the line that mattered. Quoted impact in the testimonial below.
“Pat and his team quite literally solved a $100M bottleneck for us. Hands-on, and a game changer.”
SVP Operations · Grubhub · 2019
“Brought Pat for 6 months as Fractional COO to implement automation across the org, specifically the sales ecosystem. Revenue 2x after his 3rd month, and the company has 12x since.”
A.F, Founder & CEO · PVG · 2025
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