$26B+ in Transaction Value | 12 Years Driving Value Creation

A modern approach to transformation.

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Built on experience, powered by AI.

Transformation


Unlock the full potential of your M&A transactions with AI-driven diligence, AI diligence, data strategy and implementation.
As transformation agendas demand greater strategic precision, organizations need innovative tools to unlock value and drive data-driven change. We blend top-tier consulting expertise with advanced AI to deliver tailored solutions in enterprise diagnostics, synergy capture, and end-to-end value creation for Corporate and Private Equity teams.
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Assess AI Assets

We evaluate a company’s AI models, data infrastructure, and governance to ensure they’re scalable, compliant, and aligned with your investment thesis.

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Enhance Deal Analysis

Our AI-driven models evaluate financials, operations, and growth levers with precision —giving you confidence to move fast without sacrificing rigor.

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Create Data Advantage

We build practical AI and data roadmaps, and implementatiom plans that create real business value—whether you’re modernizing legacy systems or scaling analytics post-close.

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Turn Strategy into Results

Our proprietary framework helps you go from vision to value: executing your data strategy with precision and impact.

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AI Diligence

Ai-Powered Diligence

Data and AI Strategy

Data Strategy Implementation

AI Diligence

Ai-Powered Diligence

Data and AI Strategy

Data Strategy Implementation

AI Diligence

Ai-Powered Diligence

Data and AI Strategy

Data Strategy Implementation

AI Diligence

Ai-Powered Diligence

Data and AI Strategy

Data Strategy Implementation

Transformation value supported
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With decades of experience and state-of-the-art AI, we deliver unique insights that drive decision-making and create measurable value across every deal.

AI Diligence and Strategy


At Greenwood, we help organizations craft a forward-thinking AI Strategy to leverage artificial intelligence for innovation, operational efficiency, and sustainable growth. By aligning AI capabilities with strategic business objectives, we ensure that companies can maximize their competitive advantage in a rapidly evolving technological landscape. Our tailored approach focuses on identifying high-impact opportunities and developing actionable roadmaps for AI integration.
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AI Diligence
For deals involving artificial intelligence, our AI Diligence provides a rigorous audit of AI systems within the transaction. We evaluate functionality, scalability, security, and compliance to ensure alignment with business goals and regulatory standards. This specialized diligence equips you to understand the risks and potential of AI assets, empowering informed investment decisions and maximizing deal value.
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AI Strategy: Driving Value Through a Modern Approach

As artificial intelligence continues to redefine competitive landscapes, developing a robust AI strategy has become essential for organizations seeking long-term growth and operational excellence. Our AI strategy framework aligns technology capabilities with business goals, enabling companies to unlock innovation, enhance efficiency, and gain a competitive edge in an increasingly data-driven world.

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AI Diligence: Align AI Capabilities with Investment Thesis

Explore how AI diligence delivers deep insights to unlock value, mitigate risks, and align AI capabilities with your strategic goals during transactions.

Facilities

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.

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Diligence
$26B+ in Transaction Value | 12 Years Driving Value Creation

A new era in unlocking transformative value

AI-Powered Diligence

Leverage AI to segment and score customers to tailor offerings and quickly unlock revenue synergies.
Segmentation
Identify distinct customer groups to target with tailored strategies.
Increases efficiency by targeting the right customers with the right strategies.
Enhances marketing ROI by focusing resources on high-impact customer groups.
Drives customer satisfaction through more relevant and personalized interactions.
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Valuation
Determine each customer’s financial worth to prioritize engagement efforts.
Maximizes revenue by prioritizing high-value customers and opportunities.
Improves decision-making with a clear understanding of customer financial worth.
Boosts profitability by aligning efforts with customer lifetime value.
Tailoring
Customize offers to boost cross-sell, up-sell, and reduce churn effectively.
Increases sales through personalized cross-sell and up-sell opportunities.
Reduces churn by addressing specific customer needs with customized solutions.
Builds loyalty by delivering a personalized and engaging customer experience.
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Healthcare

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.

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AI-Powered Diligence
2014

Founded

50+

Projects

$26B

Deal Value

12

Years

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.
Healthcare

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

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Insights
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
Greenwood Management Advisors Diligence I
$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
Event Management

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.

Data Strategy Implementation

From Vision to Value: Executing Your Data Strategy with Precision and Impact
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Launch
Turning Your Data Strategy Into Operational Reality
Stand up data governance and execution teams with clear roles and accountability
Prioritize and sequence initiatives based on business impact and readiness
Deploy foundational platforms, tools, and integrations for quick wins
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Operationalizing Data Across People, Processes, and Platforms
Integrate data workflows into business processes and decision-making
Activate data governance policies and change management plans
Build adoption through training, enablement, and feedback loops
Scale
Expanding Data Capabilities to Deliver Measurable Value
Roll out analytics and automation use cases across business units
Monitor KPIs to track value realization and adjust execution plans
Mature architecture and data models to support future growth
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Executive Team

Greenwood Management Advisors was founded in 2014 to revolutionize carve-outs by leveraging data and AI to transform complex transactions into actionable insights. By combining cutting-edge AI with deep expertise in carve-out strategy, we empower organizations to streamline operations, maximize value, and uncover new opportunities during transitions.

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Catherine Peters
20+ Years in Business Strategy and Comms, Masters in Comms
Catherine Peters
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Ryan Orton
20+ Years in M&A and Analytics, Columbia MBA, Berkeley Masters in AI, CPA
Ryan Orton