M&A Transformation | Digital Transformation

unlock value, accelerate execution, and scale what works

Transform with Purpose

Greenwood: Where transaction expertise meets digital innovation.

We help deal teams accelerate synergy capture, streamline operations, and unify data across merged entities. Our digital approach reduces complexity, enhances visibility, and improves the experience for customers and employees—all from Day One.

Faster Value Realization

Integrated digital transformation accelerates synergy capture by aligning systems, data, and processes early—reducing time-to-value and improving Day One readiness.

Enhanced Decision-Making with Unified Data

Consolidated platforms enable cross-entity visibility, giving leadership a real-time view of performance, risk, and growth opportunities across the combined entity.

Scalable Operational Efficiency

Standardized tech stacks and processes streamline operations, reduce duplication, and lower integration complexity—critical for scaling post-merger.

Improved Customer and Employee Experience

A unified digital ecosystem supports seamless customer journeys and internal collaboration, reducing churn and improving retention during a disruptive period.

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Efficiency and Productivity

Customer Experience

Decision Making

Agility and Innovation

Efficiency and Productivity

Customer Experience

Decision Making

Agility and Innovation

Efficiency and Productivity

Customer Experience

Decision Making

Agility and Innovation

Efficiency and Productivity

Customer Experience

Decision Making

Agility and Innovation

Mergers and Acquisitions

End-to-end support to unlock value across the deal lifecycle

Diligence

Rapid insight to inform smarter deal decisions

Identify red flags and value levers using advanced analytics

Assess tech, operations, and data readiness

Benchmark performance and quantify upside potential

Day One

Be operationally ready from the start

Align systems, teams, and workflows pre-close

Develop clear launch plans across all functions

Ensure customer and employee continuity

Integration

Turn integration into a growth engine

Consolidate platforms and eliminate redundancies

Track synergy capture and execution milestones

Drive cultural alignment and long-term performance

Digital Transformation

Modernize operations and unlock growth with digital transformation

Enterprise Diagnostics

Assess where you stand—and where to go next

Map systems, processes, and data maturity

Identify inefficiencies and high-impact opportunities

Benchmark capabilities against industry standards

Digital Strategy & Enablement

Build the roadmap and tools to scale

Design future-state architecture and workflows

Prioritize investments based on ROI and readiness

Enable teams with automation, AI, and cloud solutions

Execution & Acceleration

Deliver results, not just plans

Lead cross-functional implementation

Track progress with data-driven KPIs

De-risk delivery through agile execution

Greenwood Management Advisors

Our proprietary technology quickly identifies growth opportunities, reduces churn and maximizes ROI.

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.

Greenwood Management Advisors

Discover how we have helped our clients unlock value and achieve measurable results.

$4.5B

Carve out diligence and management

Greenwood Management Advisors Diligence I

$1B

Carve out management

$2.3B

Acquisition management

Greenwood Management Advisors Diligence III

$275m

Acquisition diligence and management

Greenwood Management Advisors Diligence IV

$110m

Acquisition diligence and management

Greenwood Management Advisors Diligence V

$120m

Acquisition management

Greenwood Management Advisors Diligence VI

$135m

Carve out diligence and management

Greenwood Management Advisors Diligence VII

$1.2B

Acquisition diligence

Business Transformation

Unify systems, teams, and strategy to drive end-to-end performance

Operating Model Alignment

Design how the business runs—together

Align roles, governance, and decision rights

Integrate org structures across functions and regions

Enable execution through clear accountability

Technology Integration

Connect platforms to reduce friction and unlock scale

Consolidate systems and eliminate redundancies

Ensure data flows securely and seamlessly

Standardize tools to support collaboration and insight

Business Process Harmonization

Create a unified way of working

Streamline core processes across entities

Embed best practices and automation

Improve speed, accuracy, and compliance

_{A modern approach to transformation.}

Transform with Purpose

Efficiency and Productivity

Customer Experience

Decision Making

Agility and Innovation

Efficiency and Productivity

Customer Experience

Decision Making

Agility and Innovation

Efficiency and Productivity

Customer Experience

Decision Making

Agility and Innovation

Efficiency and Productivity

Customer Experience

Decision Making

Agility and Innovation

Mergers and Acquisitions

Led the successful Private Equity carve out and subsequent merger of AEG Facilities and SMG to form ASM Global, creating a standalone global facility management and venue services company operating over 300 venues across five continents.

A new era in unlocking transformative value

Digital Transformation

Led the corporate carve out of a major business unit from a healthcare services provider, facilitating its $2.4 billion acquisition by a private equity-backed organization, establishing a new industry leader.

Our proprietary technology quickly identifies growth opportunities, reduces churn and maximizes ROI.

Led 29 subsequent acquisitions and carve-outs to build a scalable platform, transforming the original carve-out into a market-leading platform.

Discover how we have helped our clients unlock value and achieve measurable results.

Led the Private Equity carve out of Emerald Expositions from Nielsen and subsequent acquisition of GLM Holdings, establishing it as an independent entity and a leading operator of business-to-business trade shows in the United States.

Business Transformation

Executive Team

_{A Modern Approach to transformation.}