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Capital Strategy   ›   Valuation Insights   ›   Transaction Management  ›   Value Creation

We weave together data science, business and transaction expertise to help institutional investors price and create value from portfolio investments.

Greenwood Management Advisors was started in 2014, our mission: create competitive advantage for innovative, ethical companies that create jobs and provide value to employees, customers and stakeholders.

Increasingly investment returns have become more dependent on strategic and operational initiatives, requiring clients to integrate advanced analytic technologies into all business decisions – this is where Greenwood helps clients realize meaningful results.

SOLUTIONS

OUR SOLE FOCUS IS ON CREATING AND CAPTURING VALUE FROM TRANSACTIONS AND CAPITAL STRATEGY.


—CLOSE FASTER

Highly targeted diligence, data driven assumptions, and deep transaction valuation expertise combine to help our clients close the right deals, at the right price, faster.

—GET A COMPLETE PICTURE

Analytic and operating expertise help our clients develop a more complete picture of the transaction, and better estimate the impact of  operational improvements.

—QUICKLY GAIN VISIBILITY

Rapid data integration allows Senior Management to quickly get a handle on actual performance vs. expectations – mitigating the risk of a post-close performance dip.

—ACCELERATE PERFORMANCE

Clear 100-day plans with a highly targeted focus on the few optimization opportunities which really matter, help our clients accelerate post-close operational improvements.


VALUE CREATION

FOCUS ON THE RIGHT THINGS – THOSE WHICH REALLY MATTER.


Value Creation Requires Agile Execution

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

Often times synergy estimates, and integration plans are developed with flawed assumptions, integration is managed by a one-size-fits-all plan, and 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. Anticipating what is coming next, based on past experience, allows us to help your team side-step significant risks and stay focused on getting the most important things right.

Greenwood Management Advisors serves as the conduit to successfully price and execute complex transactions.

FULLY UNDERSTAND OPPORTUNITIES

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

ACCELERATE VALUE CAPTURE

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.

ANTICIPATE AND MITIGATE RISK

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.

EXECUTE WITH AGILITY

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.

Ryan has 20 years experience leveraging leading data technologies to create business value. He has executed over 100 diligence engagements and 60 completed transactions. He has worked as an Investor in Venture Capital, as an Operator – CFO/COO for an algorithmic trading platform, and as an Advisor to leading Private Equity and Fortune 500 companies. He holds a Certified Public Accountant (Accredited in Business Valuation) license, and Certified Information Systems Auditor designation. He holds BSBA and MSBA degrees from the University of Colorado, an MBA from Columbia Business School, and is in process of completing a graduate degree in Data Science from the University of California, Berkeley.

CONTACT

We have served clients in a broad variety of industries with special expertise in: venue management, event management, healthcare and transportation.

Focused experience driving transaction value:

  • $4.5b Carve-Out | Venue Management

Carve-out management, interim C-level

  • $2.3b Carve-Out | Transportation

Day One readiness, integration

  • $275m Acquisition | Healthcare

Strategy, value creation, technical accounting

  • $120m Acquisition | Healthcare

Integration, value creation

  • $1.2b Carve-Out | Manufacturing

Diligence management (operational, technology, human resources, financial)

  • $600m Acquisition | Transportation

Structure, integration, value creation

  • $40m Acquisition | Transportation

Negotiation support

  • $25m Carve Out | Technology

Financial diligence, operational diligence

  • $40m Acquisition | Healthcare

Integration, value creation

  • $200m Revenue Entity | Insurance

Market entry strategy, commercial diligence, industry diligence

  • $5b Revenue | Healthcare

Interim C-level, financial technology improvement, process improvement, tax system optimization

  • $1B Carve Out & Merger | Event Management

Carve-out management, merger management

  • $110m Acquisition | Healthcare

Diligence, day one readiness, data integration, technical accounting

  • $135m Acquisition | Healthcare

Day one readiness, integration, value creation

  • $5m Acquisition | Services

Financial diligence

  • $125m Acquisition | Healthcare

Structure, integration, value creation

  • $35m Acquisition | Technology

Structure, integration, value creation

  • $10m Acquisition | Services

Technical accounting, integration, value creation

  • $70m Acquisition | Healthcare

Structure, valuation, technical accounting, integration, value creation

  • $100m Acquisition | Services and Technology

Structure, modeling, integration, value creation

  • $100m Acquisition | Healthcare

Structure, modeling, technical accounting, integration, value creation

 

We work with Principal Investors facing complex transaction challenges, including:
Private Equity Investors, Institutional Investors and Fortune 500 Corporations.


We’ve all heard and said the expression, “The devil is in the details.” This article addresses two types of complexity associated with stock purchase agreements. First, we’ll cover some risks in a contract where the purchase price is contingent upon future business performance. Second, we’ll address some issues regarding related party transactions where the stock purchase is for less than a controlling interest, and the stock purchaser is subject to the control of the majority holders.


The Devilish Details of Stock Purchase Agreements

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