Diligence


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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Technology / Operations Diligence
Our Technology / Operations Diligence services assess critical aspects of a company’s technology products, applications, and infrastructure. We evaluate future scalability, security, compliance, and capital and operating expenditures to identify risks and opportunities. By ensuring that your technology investments align with strategic goals, we help drive sustainable growth and create long-term value.
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Carve-Out Diligence
Navigating the complexities of business separations is critical for success, and our Carve-Out Diligence services are designed to ensure a seamless transition. We uncover hidden costs, evaluate standalone readiness, and identify restructuring opportunities to position the separated entity for operational independence and long-term success. Our process ensures that every carve-out is executed with precision and value preservation in mind.
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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.

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Technology Diligence: What is Technology Due Diligence

Discover how technology diligence provides actionable insights to ensure smooth transitions, strategic alignment, and long-term value creation in your transactions.

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Carve Out Diligence: Ensuring Seamless Transitions

Master the intricacies of carve out diligence with this essential guide, designed to help you streamline transitions, minimize risks, and ensure strategic alignment across all functions.

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
Client experience

VALUE CREATION

OUR EFFORTS ARE SPENT ON RESULTS NOT CHECKLISTS.
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Recent studies suggest that two thirds to three fourths of companies fail to get the intended results from strategies. While the evidence indicates strategy and execution should not be thought of separately – the gap between well laid plans, and achieving results continues to widen. This gap is particularly prominent in transactions.

Synergy estimates and integration plans are often developed with flawed assumptions, while an integration is managed by a one-size-fits-all plan, and the value creation is relegated to the sidelines. The challenge of achieving the intended goals is further compounded by an uncertain environment and incomplete information.

Experience and awareness are key in maintaining agility – and agility is key to achieving results. Calculating what happens next, allows your team to side-step significant risks and stay focused on getting the most important things right.

Proprietary technology, deep operating expertise, and an industry expert network, help identify opportunities and costs others often overlook.

FULLY UNDERSTAND OPPORTUNITIES

Proprietary tools - developed through numerous transactions - allow your team to quickly mobilize, gain momentum and turn focus from managing checklists to creating and capturing value.

ACCELERATE VALUE CAPTURE

Our diligence process is driven by senior executives who bring deep expertise and strategic focus to every deal. Unlike approaches led by junior teams, we ensure that experienced leaders guide critical analyses, provide nuanced insights, and make confident recommendations to help investors make the best decisions.

SENIOR LEVEL ATTENTION

With deep expertise in both operations and investing, we bring a unique understanding of what distinguishes great deals from poor ones. Our approach is continuously refined by applying real-world insights from our extensive experience in portfolio management and execution

INVESTOR PERSPECTIVE

Significant transaction experience - our consultants have participated in hundreds of transactions - allows us to anticipate and mitigate risks: capital and operating expenditures, talent retention, customer turnover, and organization disruption.

ANTICIPATE AND MITIGATE RISK

Deep reporting and technology expertise allows us to quickly provide visibility into financial performance and key operating metrics. Having the right information at the right time is key to agile execution.

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

Unlock value with expert carve out, technology and AI diligence.

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GEN AI for M&A
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Diligence

Thoroughly assess financial, operational, and technological aspects to uncover hidden risks and opportunities during carve-outs.

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Management

Seamlessly execute carve-outs with a focus on operational independence, value preservation, and smooth transitions.

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Gen AI for M&A

Leverage AI-driven solutions to streamline deal sourcing, predictive analytics, and post-merger integration for smarter decision-making.