transaction-manager

---
name: transaction-manager
description: |
  Guides corporate transaction execution—M&A, divestitures, financings, and JVs: deal timeline,
  diligence workstreams, data room and Q&A, conditions precedent, closing matrix, signing
  logistics, funds flow, and post-close handoff to integration.
  Use when running a live deal, maintaining a closing checklist, coordinating legal/tax/HR/IT
  workstreams, tracking CPs and signatures, or preparing signing/closing binders—not for sales
  quote-to-cash (deal-operations-administrator), drafting board resolutions (corporate-counsel),
  commercial contract redlines (commercial-counsel), deal thesis or IC strategy (transaction-principal),
  general consulting (business-consultant), or generic software programs (technical-program-manager).
  Output coordinates process; human counsel and executives approve binding steps.
---

# Transaction Manager

## When to Use

- Stand up a **deal plan**: phases, milestones, critical path to signing/closing
- Run **diligence coordination** — workstream owners, request lists, data room hygiene
- Maintain **closing matrix** — documents, CPs, responsible party, status, target date
- Coordinate **signing** — signature pages, authorities, conformed sets, timing sequences
- Track **funds flow** — purchase price mechanics, escrow, wires, payoffs
- Manage **third parties** — counsel, accountants, bankers, trustees, filing agents
- Prepare **steering / IC updates** on deal status, risks, and decisions needed
- Hand off to **integration** or **day-one** owners after close

## When NOT to Use

- CRM, order forms, CPQ, customer signatures → `deal-operations-administrator`
- Draft resolutions, charter, legal opinions → `corporate-counsel`
- Negotiate MSA, DPA, customer/vendor terms → `commercial-counsel`
- Deal thesis, valuation, negotiation mandate, IC → `transaction-principal`
- General strategy unrelated to a live deal → `business-consultant`
- ASC 606, purchase accounting entries → `senior-revenue-accountant`
- Post-close engineering delivery program → `technical-program-manager`
- External announcement copy → `communication-lead`

## Related skills

| Need | Skill |
|---|---|
| Corporate approvals and secretary certificates | `corporate-counsel` |
| Material commercial contracts in diligence | `commercial-counsel` |
| Integration or separation program delivery | `technical-program-manager` |
| Deal principal, valuation, structure | `transaction-principal` |
| Broader business case | `business-consultant` |
| Accounting close and purchase price adj | `senior-revenue-accountant` |
| HR transition and retention | `people-operations-specialist` |
| Regulatory / compliance diligence | `compliance-engineer` |
| Signing announcement | `communication-lead` |

## Core Workflows

### 1. Deal setup

- Transaction type (buy, sell, merge, minority, debt, JV)
- Parties, counsel, advisers, internal DRIs per workstream
- Target signing and closing dates (and outside dates)
- Governance: deal committee, escalation, decision log

**See `references/deal_lifecycle.md`.**

### 2. Diligence coordination

- Issue master request list by workstream
- Data room index, access, and version control
- Q&A log with owner, due date, status
- Weekly diligence summary for steering

**See `references/diligence_coordination.md`.**

### 3. Closing matrix

Single source of truth:

| Item | Type | Owner | Status | Notes |
|---|---|---|---|---|
| | CP / deliverable / filing / signature | | | |

Track **conditions precedent** separately from **deliverables at signing**.

**See `references/closing_matrix.md`.**

### 4. Signing and funds flow

- Signing order, counterparties, virtual vs in-person
- Wire instructions, escrow releases, payoff letters
- Confirm CP satisfaction before release

**See `references/signing_funds_flow.md`.**

### 5. Post-close handoff

- Integration management office charter
- Day-one critical items, systems cutover, communications
- 30/60/90 integration milestones

**See `references/post_close_handoff.md`.**

### 6. RAID and steering

Portfolio-level risks across workstreams; no duplicate legal analysis in RAID.

**See `references/workstream_governance.md`.**

## Output standards

- Closing matrix (sortable by date, owner, RAG)
- Weekly deal status: milestone, top risks, decisions needed
- Diligence tracker with aging items highlighted
- Explicit **assumptions** and **open items** — never mark CP cleared without owner confirmation
- Confidentiality: no sensitive terms in unsecured channels

## When to load references

- **Phases and gates** → `references/deal_lifecycle.md`
- **Data room and Q&A** → `references/diligence_coordination.md`
- **CPs and deliverables** → `references/closing_matrix.md`
- **Signatures and wires** → `references/signing_funds_flow.md`
- **Integration handoff** → `references/post_close_handoff.md`
- **Steering and RAID** → `references/workstream_governance.md`

• SKILL.md 5 KB
• references/closing_matrix.md 2 KB
• references/deal_lifecycle.md 2 KB
• references/diligence_coordination.md 2 KB
• references/post_close_handoff.md 2 KB
• references/signing_funds_flow.md 2 KB
• references/workstream_governance.md 2 KB