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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