transaction-manager

Original：🇺🇸 English

Translated

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.

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Sourcedaemon-blockint-tech/agentic-enteprises-skill

Added on2026-05-20

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npx skill4agent add daemon-blockint-tech/agentic-enteprises-skill transaction-manager

SKILL.md Content

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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
```