who we are
kevin baril
chuck schaeffer
luis gallardo
Kevin Baril is an independent advisor at the intersection of private equity, professional services and technology transformation. He has 37 years of experience within professional services and held Partner roles at PwC, Grant Thornton and Cherry Bekaert. He was also an executive at IBM, leading several business units during his 13 year
Kevin Baril is an independent advisor at the intersection of private equity, professional services and technology transformation. He has 37 years of experience within professional services and held Partner roles at PwC, Grant Thornton and Cherry Bekaert. He was also an executive at IBM, leading several business units during his 13 year tenure. Following the private equity investment in Cherry Bekaert, he was appointed to the board of directors and served for two years. During this period, the firm was the fastest growing Top 100 US integrated audit, tax and advisory firm as well as the #1 ranked advisory practice for growth.
His areas of focus include management and technology consulting services leadership, strategy formulation, innovation and organizational transformation. He has extensive experience in P&L management, offering development and go-to market strategy formulation and execution for professional services organizations. Organizing and attacking whitespace for innovative and profitable growth. Service area leadership and experience include growth strategy, business & process transformation, program management, IT diligence, post transaction optimization, IT strategy & execution, ERP, systems integration, business intelligence and managed services
luis gallardo
chuck schaeffer
luis gallardo
Luis Gallardo is the Founder & Managing Partner of Gallardo Advisory, focused on helping mid-market organizations redesign their business models for the AI era—moving from traditional operations to scalable, AI-driven ways of working.
He is a seasoned operator with over 25 years of experience building and leading professional services bus
Luis Gallardo is the Founder & Managing Partner of Gallardo Advisory, focused on helping mid-market organizations redesign their business models for the AI era—moving from traditional operations to scalable, AI-driven ways of working.
He is a seasoned operator with over 25 years of experience building and leading professional services businesses across IBM and Cherry Bekaert, with full P&L accountability across growth, delivery, and operations.
Luis has worked across industries including Professional Services, Industrial and Consumer Products, Life Sciences, Manufacturing, Technology, and Private Equity-backed companies, bringing a practical, cross-industry perspective to scaling operations and improving performance.
He specializes in helping organizations rethink how work gets done—leveraging AI, automation, and modern platforms to drive meaningful improvements in efficiency, execution, and growth.
chuck schaeffer
chuck schaeffer
chuck schaeffer
Chuck brings more than 3 decades of business development and Revenue Operations (RevOps) leadership to companies seeking to grow revenue, profit and company valuation.
He teams with clients to engineer synergistic combinations of prescriptive growth strategies, evidence-based best practices, and supporting technologies to accelerate com
Chuck brings more than 3 decades of business development and Revenue Operations (RevOps) leadership to companies seeking to grow revenue, profit and company valuation.
He teams with clients to engineer synergistic combinations of prescriptive growth strategies, evidence-based best practices, and supporting technologies to accelerate company growth. These methods deliver order of magnitude results, not incremental improvements.
He is an expert in business development transformation methods, including marketing transformation, sales enablement and customer experience management. He is extremely well versed with business growth technologies including AI, Marketing Automation Platforms, CRM systems and predictive analytics.
He is a founder of three tech focused professional services firms that achieved successful liquidation events and a prior consultant at Anderson/Accenture and IBM.
He was appointed by former President George W Bush as a Malcome Baldrige National Quality Award Examiner and has served 12 company board of directors.
nate regimbal
chuck schaeffer
chuck schaeffer
Nate is a results-driven product leader with over 20 years’ experience driving innovation, growth, and digital transformation across Fortune 50 enterprises and high-growth startups.
Expert in leading end-to-end product strategy, design, engineering, data, and go-to-market execution to deliver differentiated solutions and measurable busines
Nate is a results-driven product leader with over 20 years’ experience driving innovation, growth, and digital transformation across Fortune 50 enterprises and high-growth startups.
Expert in leading end-to-end product strategy, design, engineering, data, and go-to-market execution to deliver differentiated solutions and measurable business impacts.
Recognized for translating concepts and instincts into scalable platforms and SaaS models that accelerate adoption, revenue growth, and customer value.
Combines deep expertise in product strategy, portfolio management, and product-family design with hands-on experience in AI/ML integration and user experience driven innovation.
A proven executive with a track record of transforming organizations through customer-centric design, data-driven decision-making, and high-impact cross-functional collaboration.
what we are
holistic & complimentary
we've seen this time and time again
- the board needs an ai or digital transformation agenda but you don't know how to scope it or know who owns it
- firm growth requires productized and/or digitally-enhanced services
- your go to market requires a new CRM
- you have a digital product opportunity but aren't set up for a product-based business model
when we're serving clients, and these considerations come up, we pull in the right people to have the right conversations at the right time
excellence individually
Having a big sale, on-site celebrity, or other event? Be sure to announce it so everybody knows and gets excited about it.
Display real testimonials
Are your customers raving about you on social media? Share their great stories to help turn potential customers into loyal ones.
Promote current deals
Running a holiday sale or weekly special? Definitely promote it here to get customers excited about getting a sweet deal.
Share the big news
Have you opened a new location, redesigned your shop, or added a new product or service? Don't keep it to yourself, let folks know.
Display their FAQs
Customers have questions, you have answers. Display the most frequently asked questions, so everybody benefits.
services relevant in an ai world
ai value discovery, realization, and orchestration
Identify and quantify where AI creates material financial and operational value.
Translate insights into a structured execution roadmap—and orchestrate transformation across initiatives, teams, and partners.
ai-enabled products, productized services, and product operating model frameworks
Launch or refine your productization strategy whether it's software products, productized professional services, or a hybrid like a digital+human managed solution bundle.
We've done this for many companies, and have a framework to help organize scoping and governance.