Advisory
People, Leadership and Competitor Intelligence for Strategic and Investment Decisions
Patrick Morgan is a specialist people and talent intelligence advisory, working with leading professional services firms and their investors to inform high-stakes strategic, growth, and investment decisions.
Our work focuses on the people, leadership, and execution factors that most often determine whether strategic and investment decisions succeed or fail, but rarely surface in financial analysis alone.
Our Solutions
Compensation & Incentive Design
An evidence-based assessment and design of compensation and incentive structures to align pay, performance, retention, and value creation.
PE Investability and Value Creation Assessment
A structured assessment of a firm’s readiness and attractiveness for private equity ownership, assessed across the core private equity value creation levers.
Market Entry Assessment
A data-based assessment of whether a firm can credibly enter, scale, or win in a new market, geography, or practice area.
Competitive Insight
Independent, outside-in intelligence on competitor positioning, leadership dynamics, talent movement, emerging themes, and market perception.
People and Culture Due Diligence
Independent inside-out and outside-in people intelligence, directly from senior professionals, to validate leadership, talent, and execution risk ahead of an investment.
Organization and Integration Health
A structured diagnostic of organizational stability, leadership alignment, integration health, and external reputation following acquisition, growth, or transformation.
Unique Data Sources: Live market conversations, executive search signals, recruiter interactions, and ongoing intelligence gathering across Professional Services.
AI & Advanced Analytics: Morgana processes qualitative and quantitative data to reveal patterns and opportunities.
Expert Interpretation: Our team converts raw data into decision ready insight with clear implications and recommended actions.
Trusted Worldwide
In addition to our core Advisory offering, we provide two complementary services that support talent acquisition, leadership development and market positioning.
Hogan Assessments
Our in-house psychology team uses Hogan assessments to help clients assess candidates’ leadership potential, cultural fit, and long-term suitability. These tools enable faster hiring, stronger onboarding, and reduced turnover by offering deep insight into behavioural traits and derailers.
Strategic Content & Branding
Led by Patrick Morgan founder James O’Dowd, ranked in the top 0.01% on Linkedin, our campaigns raise visibility, shape perception, and attract top talent, delivering 60M+ annual impressions and strategic content for senior leaders in Professional Services and Private Equity