Transaction Principal

When to Use

• Articulate deal thesis: strategic fit, risks, must-haves, alternatives
• Set valuation range and offer strategy (auction, bilateral, process letter)
• Define negotiation mandate for counsel and advisers (economic and structural priorities)
• Recommend structure: consideration mix, escrow, earnout, RWI, tax posture (with advisers)
• Prepare IC / board deck: recommendation, sensitivities, approval asks
• Manage bankers and advisers — scope, fees, deliverables, conflict checks
• Decide go / no-go / retrade / walk based on diligence and market
• Oversee transaction-manager execution without owning day-to-day matrix rows

When NOT to Use