MANAGEMENT ADVISORS
Colorado | New York
We provide strategic, operational, and technology services for complex carve-outs, M&A, special situations, and liquidity events.
Greenwood Management Advisors was established in response to client demand for the combination of transaction, strategic, and operational expertise. As investment returns have become more dependent on strategic and operational initiatives, clients have increasingly needed specific skill sets to help execute and drive change. Building upon best practices from the Big Four, and top strategy Consulting firms, Greenwood Management Advisors was formed to provide a unique business model to better serve customers.
Solutions
Our sole focus is on creating and capturing transaction value.
VALUATION
Expert valuation and modeling is essential to proper underwriting. Slight changes in operating assumptions can significantly impact the value of a transaction. Our experience developing detailed value creation models supports both underwriting and investment committee decisions. Working alongside the deal team early in the transaction allows us to identify and quantify risks and opportunities others often overlook.
DILIGENCE
Integrated commercial, financial, operational and technology diligence, yields uncommon insights, minimizes information asymmetries, and provides a cohesive understanding of the opportunity. The diligence findings support lending requirements, and serve as the blueprint for the value creation plan. Commitments to performance improvement outcomes are made during this stage.
VALUE CREATION
Creating value in the first 100-days is essential to a successful deal. We work with senior management to quickly drive change in revenue enhancement, cost improvement, capital management and organization effectiveness. Our approach relies heavily on change management techniques to execute organizational change. Executing on commitments made during valuation and diligence is the primary driver of our fee structure.
EXIT
Value created also needs to be captured. Private, public and coin based liquidity events each require significant sell-side operational and financial work to optimize terms and value. Advance preparation expedites close, minimizes surprises and allows management to focus on running the business. Our unique partner approach means we align our incentives with your objectives - we're in it together.
Value Creation
Our efforts are spent on results, not checklists.
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 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.
Our Clients
We work with Principal Investors facing complex transaction challenges, including:
Private Equity Investors, Institutional Investors and Fortune 500 Corporations.
Ryan Orton, CPA, ABV, CISAFounder, Managing Director
Ryan has experience on over 100 diligence engagements and 50 completed transactions. He has worked in Venture Capital, as CFO/COO for an algorithmic trading platform, and as an advisor to leading Private Equity and Fortune 500 companies. He holds BSBA and MSBA degrees from the University of Colorado, and an MBA from Columbia Business School.
Location & Industry Focus
We have national reach, with local expertise across the United States, including: Colorado, New York, California, and Atlanta. All Greenwood engagement members work as one team, serving clients across the country at both their local headquarters and at regional operating units.
We serve clients in a broad variety of industries including: Healthcare, Transportation, Technology, Media, Telecommunications, Manufacturing, Insurance, and Services.
Recent Transactions
Unlike generalist firms, we address your most technical challenges – challenges we have overcome before.
- $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
- $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
- $120m Carve Out | Services
Integration, value creation