Woodgreen Advisors
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About

Strong Foundations.

Sustainable Growth.

About Woodgreen Advisors

Woodgreen Advisors is a boutique advisory firm focused on helping private mid-market and emerging companies achieve sustainable growth. We specialize in identifying and applying new processes and techniques that identify objectives, set a strategic vision and streamline internal operations for organizational alignment. We become a part of your team to identify and expand on strengths that set a strong foundation for your future.

 
We become a part of your team to identify and expand on strengths that set a strong foundation for your future.

Services


PERFORMANCE GROWTH

A strong vision, product and team is essential - but doesn't always guarantee financial success.  Through our proven strategic process, WGA partners with you to increase cash flow and enterprise growth. We collaborate to design and implement an individualized solution that not only yields significant business improvements, but strengthens your foundation.


SUCCESSION PLANNING

We understand the tensions and concerns of owners facing succession planning. Our independent team of neutral specialists provide analytical support to develop detailed insights to generate comprehensive options. We also offer mentorship and professional development support to streamline transitions and overcome experience gaps. 


growth EQUITY

We invest to forge mutually beneficial long-term partnerships. Our primary focus is privately-held providers of engineered solutions in critical applications with revenues of $1-$15M (EBITDA >10%). We fund market share growth, new product and business development, as well as geographic expansion and ownership buyout.