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

Learn how we are achieving higher returns with an AI-driven approach to growth.

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Services

How we can help

Helping clients unlock growth with AI-powered deal sourcing, revenue synergy realization, and strategic transaction management.
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AI Strategy and Diligence

Combine technology, governance, and analytics to drive innovation and optimize decision-making.

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Revenue Synergy Realization

Segment and score customers to tailor offerings and unlock revenue synergies.

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AI Deal Sourcing

Leverage AI to identify high-potential investment opportunities and streamline sourcing.

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Portfolio Value Creation

Create a strategic roadmap aligned with priorities to drive focused, high-impact initiatives.

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Technology Due Diligence

Uncover a target’s full potential and deliver a clear, actionable post-acquisition plan.

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Integration and Carve Out Management

Ensure seamless integration and carve-outs by mitigating risks, unlocking opportunities, and strengthening post-transition businesses.

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EXPLORe Services
Transaction 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.

Greenwood Management Advisors

Identify and engage your highest-value customers to unlock revenue synergies.

Segmentation
Identify distinct customer groups to target with tailored strategies.
Valuation
Determine each customer’s financial worth to prioritize engagement efforts.
Tailoring
Customize offers to boost cross-sell, up-sell, and reduce churn effectively.
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100+ Projects | $26B Value | 12+ YearS

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.

Your Synergies
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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 Execution
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
Data-Driven 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-Powered Operational Efficiency and Reporting 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

AI-Driven Answers

Verus.ai is an AI-driven tool for due diligence, providing insights such as revenue and cash forecasting, customer segmentation, and identification of cross-sell and up-sell opportunities. It also predicts customer lifetime value and churn, empowering decision-makers to assess key value drivers and risks efficiently during the diligence process.
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Transform your deals with AI-Driven insights with Verus.ai TM
Whether you have a team of 2 or 200, our shared team inboxes keep everyone on the same page and in the loop.
Leverage automation to move fast
Always give customers a human to chat to
Automate customer support and close leads faster
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Deliver instant answers
An all-in-one customer service platform that helps you balance everything your customers need to be happy.
Keep your customers in the loop with live chat
Embed help articles right on your website
Customers never have to leave the page to find an answer
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Quickly get to go or no-go
Whether you have a team of 2 or 200, our shared team inboxes keep everyone on the same page and in the loop.
Leverage automation to move fast
Always give customers a human to chat to
Automate customer support and close leads faster
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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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Catherine Peters
20+ years experience in M&A, AI and Advanced Analytics Columbia MBA, Berkeley Masters in AI, CU MSBA
Catherine Peters
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Ryan Orton
20+ years experience in M&A, AI and Advanced Analytics Columbia MBA, Berkeley Masters in AI, CU MSBA
Ryan Orton