FACTS Advisory — Operator-Built · Risk-First · Structurally Durable

When growth feels harder
than it should, it's usually
a structural problem.

When execution stalls, the instinct is to add people, tighten management, or launch a program. The actual problem is almost always structural. FACTS Advisory finds it and fixes it — without open-ended consulting.

20+
Years in Transformation
70K+
Employees Impacted
F500+
Fortune 500 & PE
Who This Is For

This work is built for one type of organization —
at one specific moment.

The Trigger
The Strategy Is Clear. The Organization Hasn't Caught Up Yet.

A new operating model is in place — or about to be. The growth strategy is defined. But the capabilities, leadership behaviors, and systems needed to execute it at pace haven't been realigned. The gap between where the strategy points and what the organization can actually deliver is where structural risk lives — and where FACTS Advisory engages.

Operating Model Change Capability Realignment Leadership Behaviors Strategy Execution Gap
The Moment
When Growth Creates Structural Friction

Post-acquisition. Rapid scaling. New market entry. Operating model redesign. A leadership team that worked at 200 people but is starting to crack at 800.

Post-Acquisition Growth Inflection New Market Entry Transformation
Company Profile
PE-Backed, Founder-Led, or Privately Held

$100M–$3B in revenue. 300 to 7,000 employees. Organizations at a moment where leadership, operating model, and capability need to catch up with the business.

PE-Backed Founder-Led Privately Held $100M–$3B
Who Calls Martin
CEOs, Boards, PE Sponsors — and the CHROs Who See It First

Decision-makers who recognize that execution bottlenecks are not talent problems — they're design problems. CEOs and PE partners own the mandate. CHROs are often the first to diagnose the structural gap — and the peer who sponsors the engagement from the inside.

CEO Board PE Operating Partner CHRO — Peer & Sponsor
Engagements

Three ways to engage.
One body of work.

Every engagement draws from the same core methodology — leadership scaling, operating model design, and capability transformation. The difference is altitude, scope, and speed to value.

Layer 1 — Advisory Engagements
Structural Advisory & Risk Review

Selective, senior-led mandates for CEOs and boards at critical inflection points. Leadership Risk Review, 90-Day Implementation, and extended advisory for organizations facing structural complexity.

  • Entry Point — Leadership Risk Assessment · 2 weeks
  • Structural Blueprint — Execution Risk Deep Dive · 30 days
  • 90-Day Installation — Leadership System Recalibration
  • Extended Engagement — Ongoing Structural Oversight
When to Call Martin →
Fractional CHRO
Senior Embedded People Leadership

CHRO-level judgment 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 transformation, building the organizational layer that determines whether a strategy actually executes.

  • New market entry HR build
  • Post-acquisition people integration
  • Operating model transformation
  • Board-facing people strategy
Current mandate — De novo US banking operation: people architecture, regulatory compliance, and HR infrastructure under OCC scrutiny.
Fractional CHRO Details →
Layer 2 — Diagnostic
Workforce Capability Snapshot

A bounded 2-week diagnostic that maps workforce capability against business strategy, surfaces AI adoption readiness, and delivers a prioritized roadmap with clear next steps.

  • Capability heat map vs. strategy
  • AI adoption readiness assessment
  • Prioritized gap analysis
  • Recommended engagement pathway
View the Snapshot →
Fortune 500 — Financial Institution
50K+

Employees transitioned through a multi-year platform operating model redesign — from functional silos to cross-functional agile delivery.

Operating Model · Workforce Transformation
PE-Backed Mid-Market Company
90d

Three systemic growth bottlenecks diagnosed and removed — leadership team operating independently, CEO returned to strategic focus.

Leadership Scaling · Org Design
Regulated Financial Institution — US Market Entry
De novo

Building a US banking operation from the ground up as Fractional CHRO — people architecture, HR infrastructure, and regulatory compliance under OCC scrutiny. Active engagement.

Fractional CHRO · Regulated Institution Build · New Market Entry
About Martin Robatti

Operator.
Not Consultant.

"The organizations that scale successfully don't just hire better people — they redesign the container those people operate in."

Martin Robatti is a transformation executive who built his edge inside the HR function — where organizational design, leadership architecture, and capability gaps are most visible, and most consequential. Not a career consultant. Before founding FACTS Advisory, he spent two decades inside organizations large enough that bad organizational design cost hundreds of millions, and complex enough that fixing it required both strategic clarity and the political capital to execute.

At BNY Mellon in New York City, he served as Global Head of HR for Technology, Operations, and Enterprise Transformation — co-designing the Platform Operating Model, leading AI-enabled workforce programs, managing change impacting 50,000+ employees. At Citi, he led HR and workforce strategy for Operations & Technology across 20+ international markets.

His career began with CHRO appointments in Peru, Bolivia, and Chile — leading organizations through labor negotiations, mergers, and operating model redesigns where the margin for error was near zero. Current engagements span financial services, payments, natural resources, and new market entry across the US, Peru, Chile, and Central America.

Connect on LinkedIn →
Career Arc
  • FACTS Advisory
    Founder & Principal Advisor — 2025–presentBoutique advisory bringing institutional-grade transformation judgment directly to CEOs, boards, and sponsors. US, LatAm, and global. English and Spanish.
  • BNY Mellon
    Global Head of HR — Technology, Ops & Transformation · New York CityCo-designed the Platform Operating Model. AI-enabled workforce intelligence and enterprise transformation — 50K+ employees.
  • Citi
    Regional HR & Workforce Strategy — 20+ Markets · Fort Lauderdale & MiamiHR and workforce design for Operations & Technology across Latin America and globally. Multi-country operating model transformations at institutional scale.
  • Peru · Bolivia · Chile
    CHRO — Business Turnaround & TransformationLed labor negotiations, org redesigns, and cross-border mergers across three high-volatility markets. Sequential CHRO mandates building progressively toward a regional leadership role. The foundation of the FACTS methodology.
What Leaders Say

Heard From the Field

"Martin exemplifies how strategic leadership and thoughtful execution come together to drive impactful results. His calm, focused approach to breaking down complex issues enables those he works with to confidently tackle the most daunting challenges."

Senior Executive — Fortune 500 Financial Services

"Martin is highly skilled in organizational transformation. He has a unique ability to identify opportunities for improvement and implement strategies that lead to sustainable growth. His leadership was crucial in uniting our team and fostering real collaboration."

Executive — Fortune 500 Financial Institution

"His leadership has been instrumental in our continued growth and success. Martin's strategic approach to managing and expanding programs has helped us significantly increase reach and impact."

Founder & Executive Director — Growth-Stage Organization
How It Starts

No open-ended mandates.
Every engagement begins with a diagnostic.

No scope-first selling. No billable ambiguity. A specific finding first — then a decision about what comes next, if anything.

01
You Reach Out

A 30-minute conversation to determine whether there's fit and what the structural problem actually is. No commitment required.

02
Diagnostic First

Every engagement starts with a bounded diagnostic — not a proposal, not a retainer. A specific finding with a defined deliverable.

03
Evidence-Based Escalation

The next phase is only activated when the diagnostic produces evidence that warrants it. No assumed continuation.

04
Defined Scope. Defined Duration.

No open-ended consulting. Every engagement container has a clear deliverable, a timeline, and an exit point built in from day one.

The Operating Layer — by Martin Robatti
A Newsletter for CEOs, CHROs & the Sponsors Who Back Them

Patterns from the field. Frameworks that hold up in practice. The uncomfortable reasons why most leadership and workforce efforts fall short. Published on LinkedIn. No filler.

Subscribe on LinkedIn →
Start Here

Not sure where to start?
Start with the conversation.

A 30-minute working session is enough to diagnose whether there's fit, what the leverage point is, and what engagement makes sense — if any.

When to Call Martin Book a 30-Min Call Send a Direct Message →

FACTS Advisory Inc. is a fractional CHRO and organizational leadership advisory firm. It serves PE-backed, founder-led, and privately held companies with $100M to $3B in revenue and 300 to 7,000 employees, across the United States and Latin America. The firm is engaged at growth inflection points, after acquisitions, and during organizational transformation. FACTS Advisory Inc. is led by its founder, Martin Robatti.