AI-Powered Value Creation | AI-Powered Transformation

For Those Who Prefer Insight to Instinct

Value Creation

At Greenwood Management Advisors, we don’t just “support the deal.” We redefine how it's done.

‍
Combining traditional M&A expertise with the sharp edge of AI, we unlock value others miss—from carve-outs and integrations to AI strategy and diligence. Our approach is built for the bold:
- Operators who want traction, not theory.
- Investors who demand data, not guesswork.
- Leaders who move fast—and expect precision.

Modern value creation requires more than playbooks.
‍
It demands curiosity, technology, and the confidence to challenge convention.
‍
We bring all three to our modern approach to value creation.

ART OF THE CARVE-OUT

‍Carve-outs are more than just business transactions; they're opportunities for rebirth. At Greenwood, we specialize in turning these intricate processes into seamless transitions. By leveraging AI-driven insights, we illuminate hidden synergies, streamline operations, and set the stage for unparalleled growth.

SYNERGY REALIZATION: SCIENCE MEETS STRATEGY

Synergies aren't just buzzwords—they're the lifeblood of a successful deal. Our approach combines data science with strategic foresight to identify, quantify, and actualize synergies that others might overlook. The result? Enhanced value, accelerated timelines, and a competitive edge that's hard to match.

AI-DRIVEN DILIGENCE: SEEING BEYOND THE OBVIOUS

Due diligence is more than a checklist—it's a deep dive into the essence of a business. Our AI tools sift through vast datasets, uncovering insights that inform smarter decisions and mitigate risks. With Greenwood, you're not just informed; you're empowered.

THE GREENWOOD DIFFERENCE

With over $26 billion in transaction value and a decade of transformative deals, Greenwood Management Advisors stands as a testament to what's possible when innovation meets expertise. Our team, a blend of seasoned strategists and tech-savvy analysts, is dedicated to redefining the M&A landscape—one deal at a time.

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Mergers and Acquisitions

End-to-end execution with uncommon clarity
‍From red flag to rollout, Greenwood guides every phase of the deal with data-backed confidence and operational precision.

Diligence

Smarter Insights. Faster Confidence. We don't just flag risks—we uncover the story behind the numbers.

Surface red flags and reveal upside using advanced analytics

Evaluate tech, operations, and data maturity

Benchmark performance to quantify what’s possible

Day One

Ready on arrival. Integration begins before the ink dries. We make sure your business does too.

Align systems, teams, and workflows pre-close

Launch with clarity—across all functions

Maintain continuity for customers and employees

Integration

Where synergy becomes reality. The real value begins after the close—and we help you capture every bit.

Eliminate redundancies and consolidate platforms

Track synergy realization and measure progress

Align cultures to sustain long-term performance

AI Strategy & Advisory

From idea to impact—fast.
We don’t theorize about AI—we architect it into value. Greenwood builds the roadmap, designs the architecture, and executes with precision—turning AI from buzzword to bottom-line driver.

Discovery and Foundation

Clarity before velocity. Before you move fast, you need to know where you stand. We strip away noise and focus on what moves the needle.

Define strategic rationale in context—your business, your industry, your edge

Identify and prioritize high-value AI use cases

Build ROI models and business cases for AI investment

Architecture

Architect for growth. Invest with confidence. No tech for tech’s sake—only purposeful design with measurable ROI.

Engineer platform and integration requirements, backed by cost-benefit rigor

Design AI operating models with governance that scales

Navigate ethical, compliance, and IP terrain without slowing down

Roadmap and Execution

Strategy is nothing without movement. We don’t just build slides—we build momentum. From boardroom alignment to frontline enablement, we make AI real.

Define the AI vision and enterprise-wide roadmap

Lock in sponsorship, upskill teams, and embed capability

Drive cultural alignment—because people move plans forward

Greenwood Management Advisors

Our proprietary technology surfaces untapped growth, pinpoints churn risks, and directs capital where it delivers the greatest return.

Find Growth Faster

Uncover short and long-term revenue opportunities using AI-powered insights.

Optimize cross-selling

Identify high-value product and customer combinations to boost sales.

Reduce churn

Predict and retain at-risk customers with targeted actions.

Maximize customer Value

Focus on the most profitable customers with lifetime value insights.

Actionable intelligence

Gain precise recommendations backed by proven predictive models.

Quick Results

Drive growth and ROI with insights delivered in weeks, not months.

Value Creation

Growth isn't a guess it is engineered.
‍We turn data into direction—and AI into acceleration. Greenwood builds the infrastructure and intelligence to drive margin, scale, and smarter execution across every function.

AI and ML Enablement

From use case to useable fast. Ideas don’t move the needle—applications do. We turn AI concepts into operational tools using modern cloud platforms.

Scope and design ML solutions with real business logic

Build and automate MLOps pipelines and CI/CD workflows

Deliver copilots and AI apps (FP&A, procurement, diligence) using AppSheet and Gemini

Analytics for Value Creation

Smarter analytics, sharper outcomes. Performance—we reshape it. Greenwood applies predictive modeling to accelerate growth, boost retention, and capture value post-close.

Segment by behavior, value, and risk; predict churn and CLTV

Forecast financial and operational performance, and build ML models for prediction

Identify cross-sell and up-sell paths; design dashboards that drive action

Data Architecture and Governance

AI doesn’t work without clean, connected, compliant data. We build the foundation that makes intelligence scalable—and trusted.

Architect cloud-native data platforms and pipelines

Design governance frameworks, metadata, and models that scale

Align systems with compliance, audit, and operational integrity

_{A modern approach to value creation.}

Value Creation

Redefining the Deal Lifecycle.

Where Insight Meets Execution.

From Diligence to Impact.

AI-Driven. Outcome-Focused.

Where Insight Meets Execution.

Precision. Velocity. Value.

From Diligence to Impact.

Redefining the Deal Lifecycle.

AI-Driven. Outcome-Focused.

Precision. Velocity. Value.

AI-Driven. Outcome-Focused.

From Diligence to Impact.

Where Insight Meets Execution.

Redefining the Deal Lifecycle.

Mergers and Acquisitions

Directed the Private Equity carve-out and merger of Global Venue Operator to form a standalone global leader in venue and facility management, operating 300+ venues across five continents.

A new era in unlocking value

AI Strategy & Advisory

Orchestrated the carve-out of a core business unit from a leading healthcare services provider, paving the way for its $2.4B acquisition by a private equity-backed buyer—and giving rise to a newly positioned industry leader.

Our proprietary technology surfaces untapped growth, pinpoints churn risks, and directs capital where it delivers the greatest return.

Led 9 follow-on acquisitions and carve-outs, scaling the original carve-out into a market-leading platform with reach, resilience, and momentum.

See how we’ve helped clients turn complexity into value—and deliver results that don’t just show up, but stand out.

Led the Private Equity carve-out of Global Events Operator, followed by the strategic acquisition of competitor—establishing a standalone powerhouse in B2B trade shows across the U.S.

Value Creation

Executive Team

_{A modern approach to value creation.}