About Us

Buttonwood Due Diligence, LLC was founded in 2004 by Dana Woodbury, an award winning due diligence professional, to provide reliable and timely third-party due diligence to the Registered Investment Advisors, Broker Dealer & Family Office Communities. Buttonwood’s high level of client service to Registered Investment Advisors, Broker Dealer & Family Office Communities, has helped the company grow to serve companies throughout the US. The broad backgrounds of Buttonwood’s team promise analysis on not only a legal basis, but also on a financial, macro and micro economic, management, ethical and historical level.

Buttonwood’s top priority is to provide Registered Investment Advisors, Broker Dealer & Family Office Communities with a thorough understanding of a program’s and sponsor’s merits so they can more efficiently evaluate an investment’s appropriateness for their clients and ultimately maximize their clients’ earnings. In doing so, Buttonwood has also supported many program sponsors through their consulting services by helping them structure their programs to enhance compliance with regulatory, legal and marketing constraints. This results in products that are much more attractive to the Registered Investment Advisors, Broker Dealer & Family Office Communities. The Buttonwood Team have developed the reputation of being cooperative yet thorough in presenting comprehensive and fair portraits of the programs they examine.

Buttonwood Due Diligence, LLC takes its name from the buttonwood tree under which the agreement founding the New York Stock Exchange was signed. Dana Lawrence Woodbury’s 4th great grandfather, Augustine Hicks Lawrence was the youngest founding member under that famous buttonwood tree.