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

Unlock superior deal value and liquidity with AI-driven execution

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How we can help

Greenwood leverages AI to deliver actionable results for strategic and financial buyers in upper middle market transactions. By combining advanced analytics with deep industry expertise, we transform complex strategies into real, measurable outcomes, ensuring value creation from due diligence through post-acquisition. This approach makes Greenwood the trusted partner for buyers seeking more than traditional advisory, offering innovative solutions powered by AI insights and automation.
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AI and Data Strategy

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

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Portfolio Value Creation

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

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Carve out Management

Reduce risk, enhance value, and ensure separated businesses are stronger post-transition.

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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 Management

Mitigate risk and unlock new opportunities to exceed expectations.

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Verus.ai TM

AI-driven tools that boost investor confidence and deliver rapid, actionable insights.

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OUR 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.

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

The goal isn’t information; the power of data lies in the actions you take as a result of it.

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 data and operational 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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Accelerate Deal Success with AI-Powered Insights from Verus.ai TM
Leverage AI to streamline decision-making and uncover hidden opportunities during due diligence and post-merger integration.
Use predictive analytics to assess deal risks and potential value drivers.
Uncover synergies faster with AI-driven insights into cross-sell and up-sell opportunities.
Automate data analysis to reduce manual effort and speed up deal evaluations.
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Realize Synergies Faster with AI-Driven Execution
Turn data into action by using AI to track and optimize synergy realization in real-time.
Automatically identify cost-saving and revenue-generating synergies.
Use AI to uncover red flags and hidden risks early in the evaluation.
Leverage AI to optimize operations and achieve faster returns post-deal.
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Quickly get to go or no-go
AI provides deep customer intelligence, helping you make smarter, data-backed decisions for M&A transactions.
Forecast customer behavior and lifetime value with predictive models.
Use AI to evaluate future growth potential.
Identify customer churn risks and revenue growth opportunities post-acquisition.
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Achieving SynergieS

Executive Team

Trained at leading corporate, private equity and consulting firms. The Executive team founded Greenwood 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, Senior Director
20+ years in M&A, Communications and Strategy University of Queensland, Masters
Catherine Peters, Senior Director
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Ryan Orton, Principal
20+ years experience in M&A, AI and Advanced Analytics Columbia MBA, Berkeley Masters in AI, CU MSBA
Ryan Orton, Principal