Greenwood Management Advisors was founded in 2014 with a mission to bring both deep business experience and next generation analytic technologies to transaction advisory. As an alternative to large consulting firms – we pride ourselves in our agility, and ability to bring innovative solutions to our clients.


Growth mindset - we challenge the status quo, and believe that effort does ultimately lead to higher achievement.

Self reliance - feeling comfortable relying on your own powers and resources, and being accountable for those things which are within your control is foundational to everything we do.

Resilience - recovering quickly from difficulties or setbacks is critical to project success.

Adaptability - as new information becomes available being able to adjust course quickly often defines sound decision making.

Circle of competence - successful leadership requires knowing what you know, and more importantly knowing what you don't know.


Our teams are small, and are made up of seasoned operators and investors, custom tailored to the industry and technical challenges of each transaction.

View sample team backgrounds from actual client engagements at the link below.



Complex transactions require significant effort and expertise in a variety of areas. We know what we know, but more importantly we know what we don’t. We have worked alongside big four firms, top strategy firms, regional consulting firms, regional accounting firms, project managers, industry specialists and functional specialists on numerous projects. We regularly screen and hire other firms with special expertise on behalf of our clients. Feel free to reach out to see how we can work together.


We have provided training for top business schools, Fortune 500 companies, top Private Equity firms, consulting firms and accounting firms. Please contact us for a training quote.


Many of our analytic tools are available for licensing to private equity firms, corporations, consulting firms and accounting firms. Please reach out for details.

How we give back

Giving back is a fundamental part of our company mission. We firmly believe in the power of innovative, ethical businesses to improve the world for customers, employees and shareholders. Our greatest satisfaction comes from helping those businesses do what they do, better. We support our communities two ways. First, a material portion of our earnings are donated to worthy charitable causes. Second, we regularly donate our time to early stage companies which have the potential to create jobs. We often times can't directly impact those in need, but we can help the organizations that do. Please reach out directly for details.