Senior-level counsel, on a boutique scale.
- Disciplines
- Six practice areas
- Cross-sector
- 6 verticals served
- Engagement
- Principal-led, by referral
The firm’s work is narrow on purpose — six disciplines across the same handful of sectors — so the recommendations you receive are the kind that have already absorbed the seams between them. Read once across, then shipped.
Maps that survive first contact with reality.
Positioning, segmentation, and an operating thesis for businesses whose next eighteen months will define the next decade — not another printout of TAM math.
DeliversA twelve-week strategic sprint: a written plan, a board-ready narrative, weekly check-ins, and one decision you can ship on Monday morning.
Strategic advisory detailThe back office, rebuilt for throughput.
Org structure, vendor-stack rationalization, staffing models, and the unglamorous wiring that turns customer demand into cash — across fleet, publishing, professional services, and family-office operating arms.
DeliversA diagnostic + remediation plan with a KPI instrument you can read on a Sunday evening.
Pipeline, partnerships, and price.
Channel design, partnership architecture, and pricing review for the moment when product-market fit has landed but the growth curve has gone flat. We work alongside sales leadership, not over them.
DeliversA commercially-financed growth plan with a 90-day kickoff sequence and a quarter-by-quarter cadence.
Growth advisory detailCapital structure, in plain language.
Diligence, structuring, and steward-side advisory for cross-sector entities navigating credit, equity, or family-office capital — written for operators, not for the roadshow.
DeliversA process memo and a written recommendation that survives a board read.
Org shape that matches the strategy.
Restructures, governance, and decision-rights work for entities whose operating model has drifted from their narrative — typically triggered by a hire, a raise, or a hard quarter.
DeliversA right-sized operating system, with a clear ladder of who decides what.
Complementary revenue, not cobranded noise.
Design and negotiation of channel, alliance, and JV structures — for principals who want counterparties with shared incentives, not a logo on a slide.
DeliversA partner matrix and shortlist vetted against your operating constraints.
The firm deliberately stays cross-sector, so the patterns it carries between fleet, publishing, and family-office work strengthen the brief — not blur it.
Cross-sector operator with two decades of senior leadership across professional services, fleet, and publishing. Built the firm around the conviction that small and mid-sized operators deserve senior-level counsel without the agency overhead.
The firm is deliberately principal-led because clients calling out the boutique signal “we’d rather not be passed to a junior for week 9.” Every engagement is staffed with Phyllis at the rail — not on a proposal page.
The firm’s identity is kept intentionally separate from any affiliated partner brand. The network below lists the anchor partner entities the firm works in concert with — each one an external affiliated organization, not a service line of PDT Global itself.
Fleet-leasing operating entity under affiliated ownership — fleet and ground-transport work.
Holding entity for diversified operating interests; coming online as the holding layer matures.
Real-estate and property development entity under affiliated ownership.
Family-office holdings and stewardship vehicle for principal-side capital.
Executive chauffeured ground-transport services under affiliated ownership.
Affiliated peer-network entity under affiliated ownership — external partner network.
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Engagements start with a single message. Include the sector, the size of the business, and what you’d like the next ninety days to look like. Reads are returned within two business days, by principal.
The sector (or sectors) and where you sit in them.
Where the business is in cycle and where it's stuck.
The earliest deliverable you'd want on file.
Four fields, one inbox. The principal reads every submission.