Trotter Advisory · Patrick J. Trotter

The foundation
you wish you'd built.

Advisor to founders setting up, scaling up, and staying out of trouble. Thirty years of building, scaling, and exiting companies — across healthcare, energy, and technology — distilled into the room before the structural mistake.

30 yrs
Operator & board
$2B+
Created
$360M
NASDAQ IPO
FACHE
Fellow, ACHE
The Problem

Most founders don't fail
because of their product.

They fail because they made a structural decision early on — a clause, a hire, a partnership, a piece of paper — that nobody warned them about. Three years later it's a lawsuit, a tax bill, or a co-founder dispute, and by then it's expensive to unwind.

I'm the person founders bring in before that happens. Not a consultant. Not a coach. A second set of clear eyes from someone who has done this for thirty years and has no other agenda in the room.

How I Work

Three ways founders
bring me in.

Most of my work falls into one of three modes. The right one depends on where you are, what you're about to decide, and how much company you've already built. We'll talk through it on a first call — there's no obligation to pick a lane before we do.

i.
Setup

Building the foundation right the first time.

Entity structure, cap table, founder agreements, first hires, governance hygiene. The structural decisions that quietly determine whether the next five years are spent building — or unwinding what you built in the first eighteen months.

ii.
Scale

Scaling without breaking what works.

You've found product-market fit. Now you're hiring, building org charts, watching margins drift, and making decisions that compound. This is the operating partner's view of what's coming next — and what most founders don't see until it's already a problem.

iii.
Capital & Exit

Building a company designed for capital events.

For founders preparing to raise institutional capital, pursue a strategic exit, or build toward an IPO. Board-grade advisory drawing on a NASDAQ co-founding, $2B+ in cumulative capital creation, and four continents of cross-border experience.

The Proof Stack

Pattern recognition,
earned the long way.

What the experience actually buys you

What thirty years across stages buys is not a Rolodex or a deck. It's pattern recognition — the ability to see what breaks at every stage of a company's life, and more importantly, what prevents it from breaking in the first place.

The credibility numbers below are real. They're worth listing because they let you know who's in the room with you. They are not the offer.

Selected chapters

  • Orion Energy Systems — Co-founder & Board Chairman. NASDAQ IPO at $360M market cap. $25M+ in private placement capital pre-listing.
  • Aurora Health Care — EVP. Helped scale from $600M to $3.4B in revenue. Built 5 hospitals and 34+ clinics across a 14-county region.
  • Well Nation International — Founder. Award-winning health platform across four continents, cross-border JVs in four countries.
  • Bluekey Health — Executive Chairman. Current platform; corporate health technology for employers of all sizes.
  • Boards — Public, private, nonprofit, and academic, across the U.S., Canada, U.K., Sub-Saharan Africa, and Uganda.
  • FACHE · Former adjunct professor, Universities of Minnesota and Wisconsin · Dual U.S./Canadian citizen · Instrument-rated pilot.
Who I Work With

Founders building
something real.

Founders and CEOs of privately held companies — any stage, from pre-revenue through scale. The common thread isn't size. It's posture. You're building something you actually want to own, and you want a seasoned voice in the room who has done this before.

I work with a small number of founders at any given time, on a six-month minimum engagement. The cadence and structure vary by stage. The pricing is discussed on a first call, once I know what kind of room you need me in.

Common situations I'm brought into:
  • Setup decisions — entity, cap table, founder agreements, first key hires
  • Scale decisions — org design, first VP, margin drift, governance maturity
  • Capital decisions — readiness, term sheet review, investor positioning
  • Pre-exit decisions — diligence preparation, strategic buyer positioning, board grooming
If This Resonates

Let's have a conversation.

A thirty-minute call. No deck, no pitch — just a working conversation about what you're navigating and whether I'm the right person to be in the room.

A short note about what you're working on goes a long way. The clearer the context, the more useful the first call.