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