Houston, Texas · Operational Intelligence & Digital Strategy

Your business has outgrown
its operating model.

Revenue is growing. Margins are flat. Every dollar of new business requires another body to process it. Your best people are trapped in administrative work instead of the strategic work that drives growth. The systems that got you here won't get you there.

We find the hidden labor inside your operations — and replace it with automation, integration, and AI tied directly to financial outcomes. See the methodology →

20–35%
of total labor cost typically consumed by automatable work
< 0.5
target Friction Coefficient — revenue grows 2× faster than headcount
40+
metrics tracked across five operational domains
5
phase methodology — discovery through sustained optimization
The Diagnosis

The Linear Scaling Trap.

If your revenue grew 20% last year but headcount grew 25%, you're in the trap. Every new client overwhelms existing processes instead of accelerating growth. Your best people spend the majority of their time on work that machines should be doing.

Our Friction Coefficient measures this precisely — the ratio of headcount growth to revenue growth — and the five-phase methodology eliminates it.

Read the Full Diagnostic
The Friction Coefficient

Ratio of headcount growth to revenue growth. Below 0.5 means your organization scales.

0.42
Post-engagement target
1.15
Typical pre-engagement
+18%
Revenue / employee
−34%
Cycle time
+6.2
Margin pts
The Methodology

Five phases. Measurable at every stage.

We diagnose operational bottlenecks, design solutions that eliminate them, and implement with measurable accountability. Every recommendation carries a business case.

Phase 1
Discovery
3–6 weeks
Phase 2
Strategy
3–4 weeks
Phase 3
Implementation
16–36 weeks
Phase 4
Optimization
Quarterly
Phase 5
Maintenance
Ongoing
For Private Equity

EBITDA expansion beyond cost-cutting.

During diligence, our Friction Coefficient and metric taxonomy assess a target's digital maturity and quantify the transformation opportunity. Post-acquisition, the five-phase roadmap becomes the value creation execution plan.

The framework connects technology investment decisions to enterprise value creation — reframing digital transformation from a cost center to a value driver that compounds through the hold period.

Value Creation Thesis
From Diligence Through Exit
Operational Due Diligence
Friction Coefficient assessment · digital maturity scoring
Pre-close
Friction Coefficient Baseline
Process mapping · hidden labor cost quantification
Day 1
Process Automation Sprints
2–4 week builds · measurable ROI at each sprint
Months 1–9
AI Integration & Scaling
Predictive systems · compounding competitive moats
Months 6–18
EBITDA Expansion Realized
Margin expansion + revenue acceleration + multiple expansion
Exit
Compounding Advantages

The cost of catching up increases every quarter.

01 — DATA

Organizations collecting structured operational data now will have years of insight competitors cannot backfill. Better data → better decisions → better outcomes → more data.

02 — TALENT

Employees freed from tactical work develop strategic capabilities — better analysts, better strategists, better innovators. Competitors are still hiring people to do data entry.

03 — SPEED

Low-friction operations respond to market changes in hours instead of weeks. In volatile markets — reimbursement shifts, commodity prices, regulatory changes — speed is survival.

04 — COST STRUCTURE

Fixed technology costs replace variable labor costs. Lower marginal cost per dollar of revenue growth. Profitably serve segments unprofitable for higher-cost competitors.

05 — INTELLIGENCE

AI systems trained on your operational data make predictions specific to your business. Pricing, demand, staffing, risk — calibrated to your patterns, not industry averages.

18mo
Average window before a non-transformed competitor can no longer close the gap at reasonable cost
Who We Serve

Operationally complex businesses where growth has outpaced infrastructure.

Strong revenue. Capable teams. Systems that are no longer keeping up. The processes that worked at ten million are breaking at fifty million.

Healthcare

Insurance alignment, RPM, capital raises, PE operational due diligence, medical real estate, management consulting.

Deep vertical — 6 service lines

Oil & Gas

Process digitization, field operations automation, compliance workflows, reporting modernization, safety system integration.

Midstream · Upstream · Services

Financial Services

Workflow automation, regulatory reporting, AI integration, client delivery optimization, risk analytics.

Banking · Advisory · Insurance

Professional Services

Utilization analytics, knowledge management, proposal automation, project delivery systems.

Consulting · Legal · Engineering

Manufacturing

Supply chain digitization, quality management systems, ERP optimization, production analytics.

Industrial · Consumer · Specialty

Construction & Real Estate

Project tracking automation, bid management, tenant analytics, property operations, compliance documentation.

Commercial · Residential · Infrastructure

Energy & Utilities

Grid operations, asset management, regulatory compliance automation, predictive maintenance, meter data analytics.

Power · Renewables · Water

Transportation & Logistics

Fleet management, route optimization, warehouse automation, shipment tracking, vendor portal integration.

Freight · Distribution · 3PL
Healthcare Practice

Our deepest vertical.

Six integrated service lines — insurance alignment, remote patient monitoring, M&A consulting, PE due diligence, medical real estate, and management consulting — powered by proprietary data stacking across CMS, NPI, census, lease comparables, and payer mix through our subsidiary, Digi-Health Tech Solutions.

Explore Healthcare Services
01Insurance Alignment
02Remote Patient Monitoring
03M&A Consulting
04PE Operational Due Diligence
05Medical Real Estate
06Management Consulting
Common Questions

What clients ask
before they engage.

What industries do you serve?

Any operationally complex business where growth has outpaced infrastructure — healthcare, oil and gas, banking, professional services, manufacturing. Middle-market companies with revenues between ten million and one billion dollars.

How does this apply to PE value creation?

During diligence, the Friction Coefficient assesses a target's operational efficiency and quantifies the transformation opportunity. Post-acquisition, the five-phase roadmap provides the execution plan. It reframes digital transformation from cost center to EBITDA driver that compounds through the hold period.

What does a typical engagement look like?

Five phases: Discovery maps processes and quantifies hidden costs (3–6 weeks). Strategy scores opportunities and builds business cases (3–4 weeks). Implementation builds in 2–4 week sprints (16–36 weeks). Optimization establishes quarterly reviews. Maintenance ensures sustained advantage.


Every engagement starts with a conversation.

Where your organization is today, where you want it to be, and what stands in the way. We scope a discovery assessment tailored to your industry, complexity, and priorities.

Schedule Your Consultation
SMU Cox MBA Houston, TX Healthcare · Oil & Gas · Financial Services