100+ Projects | $26B Value | 12+ YearS

Maximize your portfolio value with modern, tailored strategies.

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Services

How we can help

Expertise in technology diligence, seamless integrations, and maximizing revenue with AI-driven strategies.
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Close Confidently

Technology and AI Diligence: Expert AI audits, strategy development, and technology assessments to drive smarter investments and unlock hidden growth opportunities.

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Integrate Seamlessly

Deal Advisory: Run an integration or carve-out that is well-organized, minimizes disruption, and positions the business for long-term success.

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Unlock Value

Value Creation: Leverage AI-driven predictive analytics to uncover untapped customer opportunities, minimize churn, and accelerate growth.

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EXPLORe Services
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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 as a Service

AI Powered Insights for Smarter Investments

Unlock the full potential of your Private Equity operations with AI-driven analytics that accelerate decisions, optimize portfolios and drive measurable results.
100+ Projects | $26B Value | 12+ YearS
New era of AI-driven investment strategies
How: AI-powered analytics streamline deal sourcing and due diligence, helping PE firms evaluate thousands of targets efficiently.

‍Outcome: Firms like Blackstone reported a 40% reduction in deal evaluation time while improving pipeline quality by 25%.
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Deliver instant portfolio insights
‍How: AI platforms analyze operational data to identify inefficiencies and value-creation opportunities in portfolio companies.

‍Outcome: Thoma Bravo leveraged AI to drive operational improvements across its software investments, generating $30B+ in value.
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AI identifies operational inefficiencies and predicts growth opportunities.
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Faster, smarter investment decisions with measurable ROI.
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Improved operational performance and accelerated value creation.
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Transform your portfolio performance
‍How: Machine learning models predict churn, optimize pricing, and enhance cross-sell opportunities.

‍Outcome: PE-backed SaaS firms using AI tools saw churn rates drop by 10% and ARR increase by $3M annually.
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Reduced churn by 10% and increased annual recurring revenue (ARR) by $3M for SaaS companies.
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Enabled cross-sell and up-sell strategies to drive $25M in new revenue.
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Higher portfolio performance and stronger financial returns.
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Streamline your workflow with seamless integration

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.
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100+ Projects | $26B Value | 12+ YearS

We deliver data-driven insights and tailored strategies that transform complex challenges into actionable opportunities for growth.

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Your SYnergies
Case STudies

Unlocking Value

At Greenwood, we leverage the power of data and AI to deliver actionable insights and seamless execution across industries. From complex carve-outs to commercial strategy and operational optimization, our tailored solutions ensure businesses unlock value, streamline processes, and make smarter, data-driven decisions that lead to long-term success.
Carve Out and Integration
Seamless $1bn Carve-Out
An upper middle market financial buyer needed assistance executing a $1bn carve-out involving 80,000 employees in the facilities management industry. Greenwood led the carve-out, managing payroll, IT, and operational logistics, resulting in a smooth transition with no missed paychecks or operational interruptions.
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Commercial diligence
Commercial Strategy Boosts Market Share
A national insurance company required a new commercial strategy to navigate a saturated market and identify growth opportunities. Greenwood provided advanced analytics to assess customer segments and market trends, leading to a 15% increase in market share and improved customer retention through targeted strategies.
AI and data strategy
AI-enabled operations in Healthcare
A healthcare provider needed a data and AI strategy to improve operations, streamline resource allocation, and enhance reporting processes. Greenwood implemented a centralized data system and predictive analytics, resulting in improved operational efficiency and more accurate, timely reporting for better decision-making.
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Verus.ai TM

Value Creation

Leverage AI to segment and score customers to tailor offerings and quickly unlock revenue synergies.
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Segmentation
Identify distinct customer groups to target with tailored strategies.
Increases efficiency by targeting the right customers with tailored 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.
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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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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

Executive Team

Greenwood was founded in 2014 to transform the use of data and AI in transactions, turning complex data into actionable insights. By combining advanced AI with business strategy, we help organizations unlock opportunities, optimize operations, and make smarter, data-driven decisions.

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