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

Achieve higher returns with an AI-driven approach to growth.

Contact us
Arrow
Services

How we can help

We help clients realize and harness the power of data and AI technologies throughout the transaction lifecycle.
Icon
AI and Data: Diligence and Strategy

Evaluate your organization’s AI opportunities with a comprehensive analysis of data infrastructure, governance, and readiness. Our approach identifies actionable use cases and develops a tailored AI roadmap that aligns with your business goals. By driving innovation, operational efficiency, and scalable growth, we help you unlock the full potential of AI.

Learn More
Icon
AI and Data: Training

Empower your team with practical, hands-on AI training to build skills and confidence in leveraging cutting-edge technologies. Participants learn to identify AI opportunities, develop actionable roadmaps, and implement strategies to enhance business efficiency and growth. Training modules are tailored to your organization’s needs, ensuring relevance and immediate impact.

Learn More
Icon
M&A Synergies

Leverage AI to unlock post-acquisition value by segmenting and scoring customers to tailor offerings and maximize revenue synergies. Our data-driven approach prioritizes high-value opportunities, streamlines workflows, and aligns integration efforts with strategic growth goals, accelerating time-to-value.

Learn More
Icon
Post-Acquisition

Ensure a seamless transition post-close by integrating companies or establishing carve-outs with operational continuity. Our strategic framework focuses on synergy realization and long-term value creation, using AI insights to optimize processes, reduce risks, and drive sustained growth.

Learn More
Arrow
Arrow
EXPLORe Services
Transaction value supported
$
2
3
4
5
6
7
8
9
0
1
2
6
3
4
5
6
7
8
9
0
1
6
Billion

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

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

We craft tailored data and AI strategies that transform complex challenges into clear, actionable roadmaps.

Your Synergies
Arrow
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.
‍
01
02
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.
03
Learn More
Arrow
Verus.ai TM

100-Day Revenue Synergies

Leverage AI to segment and score customers to tailor offerings and quickly unlock revenue synergies.
Icon
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.
01
02
Icon
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.
Icon
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.
03

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.

Contact us
Arrow
IconIcon
Catherine Peters
20+ years experience in M&A, AI and Advanced Analytics Columbia MBA, Berkeley Masters in AI, CU MSBA
Catherine Peters
IconIcon
Ryan Orton
20+ years experience in M&A, AI and Advanced Analytics Columbia MBA, Berkeley Masters in AI, CU MSBA
Ryan Orton