Dan Wallace has nearly 25 years of experience helping companies create and realize value. He has worked with both mature and early-stage companies in more than 40 consumer and B-to-B sectors, both as an advisor and as a C-level executive. His experience as a strategy consultant, operating executive and investment banker gives him a unique perspective and the ability to identify opportunities, create and implement plans to pursue them, and turn the results into shareholder value.
Dan began his consulting career at The Boston Consulting Group and subsequently held senior positions in two boutique strategy consulting firms. He later founded his own business advisory practice, through which he provided interim leadership to several companies, helping them accomplish significant business transformations. In one instance, he led a family-owned specialty finance company through a turnaround that produced a 6x gain in shareholder value in 24 months. Early in his career, Mr. Wallace was a Vice President of Corporate Finance at Sutro & Co. Incorporated (now part of RBC Wealth Management), where he completed both sell- and buy- side M&A transactions, LBOs and IPOs.
Dan holds a BA from Whitman College and an MBA from the Harvard Business School.
Bill Burnett has more than 25 years of experience building and leading collaborative organizations at both the global and local level. He is a leader and problem solver with a knack for figuring out what matters most to customers and building business solutions around those insights. He has led partner teams to breakthroughs in Business Model Redesign, Product Design, Customer Service, Operations, Network Infrastructure, Systems Functionality, Process Delivery and Policy Management.
Bill brings a global perspective to business. As the son of a petroleum executive, he grew up in the Middle East. He spent 15 years at Diners Club International, ten as Senior Vice President, Global Operations, and five as Senior Vice President, Strategic Initiatives. He has delivered results for businesses in more than 65 countries. He also has held positions at Pittsburg National Bank, Bank of America, Textron, and Citigroup.
Bill has written two books, Advantage and The Peak Interview (see the Publications page of this website). He holds a BA from the University of Northern Colorado and a Masters in International Business from the Moore School at the University of South Carolina (this masters program is currently ranked #1 in the world for international content by the Financial Times).