About
Bodhi Tree Solutions (BTS) was founded by Adrian E. Urgena, a thought leader in organizational performance and value creation. The Bodhi (or Bo) tree is also known as the Tree of Wisdom. Wisdom, defined as the proper application of knowledge, represents the final link in the information value chain – the point at which value is realized through action based on insight.
Wisdom is the first of Adrian's core professional values, which also include Respect and Courage. Guided by these values and his expertise in the IT and operational aspects of mergers and acquisitions (M&A), Adrian helps companies maximize enterprise value through enlightened business strategy and execution.
Services
M&A Advisory
Applied Business Analytics
Digital Advisory
- Growth Strategy
- Buy-side Operational Diligence
- Sell-side Readiness
- Integration / Separation Planning and Execution
- Carve-out and TSA Advisory
- Transition Management Office (TMO / IMO / SMO)
Digital Advisory
Applied Business Analytics
Digital Advisory
- Digital Transformation
- IT Strategy and Execution
- Master Data Management
- IT and Data Governance
- Information System Remediation
- Cybersecurity
- IT Considerations in M&A
- Interim / Fractional C-level Roles
Applied Business Analytics
Applied Business Analytics
Applied Business Analytics
- Artificial Intelligence (AI)
- Performance Improvement
- Predictive and Prescriptive Analytics
- Business Intelligence
- KPIs and Dashboards
Principal
Adrian E. Urgena
Adrian has more than 20 years of experience in business leadership and consulting roles spanning operations, IT, sales, customer service, and client account management. This experience includes significant tenure with companies of all sizes, from start-up through midsize and Fortune 500. In these roles, Adrian has demonstrated expertise in process optimization, enterprise technology deployment, IT and data governance, advanced analytics, agile development methodologies, and M&A.
Adrian has extensive experience with the operational aspects of the M&A lifecycle from diligence through to post-close integration and separation. He has maximized return on more than $25B of transaction value by advising clients on 100+ deals across multiple industries, types, sizes, and geographies.
Adrian’s work in IT and advanced analytics includes the successful development and deployment of an enterprise platform integrating disparate customer and product usage data from 20+ acquisitions into Business Intelligence (BI) systems that drive revenue optimization and customer delight in a $1.3B global company. He also led the development and implementation of predictive and prescriptive analytics integrated with transactional systems for case management, which enhanced operational performance and competitive advantage for a $280M health & human services firm.