transaction-manager

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🇺🇸

Original

English

🇨🇳

Translation

Chinese

Transaction Manager

交易经理

When to Use

适用场景

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

制定交易计划：阶段、里程碑、签署/交割的关键路径
开展尽职调查协调——工作流负责人、需求清单、数据室管理
维护交割矩阵——文件、先决条件（CP）、负责人、状态、目标日期
协调签署工作——签署页、授权、合规文件集、时间顺序安排
跟踪资金流向——收购价款机制、托管、转账、付款
管理第三方机构——法务、会计师、银行家、受托人、备案代理
准备指导委员会/投资委员会（IC）的交易状态更新，包括风险及待决策事项
交割后向整合团队或首日运营负责人交接工作

When NOT to Use

不适用场景

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
```

CRM、订单表单、CPQ、客户签署 →
```
deal-operations-administrator
```
起草决议、章程、法律意见书 →
```
corporate-counsel
```
协商MSA、DPA、客户/供应商条款 →
```
commercial-counsel
```
交易论点、估值、谈判授权、投资委员会（IC）相关工作 →
```
transaction-principal
```
与实时交易无关的通用战略 →
```
business-consultant
```
ASC 606准则、购买会计分录 →
```
senior-revenue-accountant
```
交割后工程交付项目 →
```
technical-program-manager
```
外部公告文案 →
```
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`

需求	技能
公司审批及秘书证明	`corporate-counsel`
尽职调查中的重要商业合同	`commercial-counsel`
整合或拆分项目交付	`technical-program-manager`
交易负责人、估值、结构设计	`transaction-principal`
更广泛的商业案例分析	`business-consultant`
会计结算及收购价款调整	`senior-revenue-accountant`
人力资源过渡与留存	`people-operations-specialist`
监管/合规尽职调查	`compliance-engineer`
签署公告	`communication-lead`

Core Workflows

核心工作流

1. Deal setup

1. 交易启动

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
.

交易类型（收购、出售、合并、少数股权投资、债务融资、合资企业（JV））
交易各方、法务、顾问、各工作流内部负责人（DRI）
目标签署及交割日期（及最晚期限）
治理机制：交易委员会、升级流程、决策日志

参见
references/deal_lifecycle.md
。

2. Diligence coordination

2. 尽职调查协调

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
.

按工作流发布主需求清单
数据室索引、权限及版本控制
包含负责人、截止日期、状态的问答日志
提交给指导委员会的每周尽职调查总结

参见
references/diligence_coordination.md
。

3. Closing matrix

3. 交割矩阵

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
.

单一事实来源：

事项	类型	负责人	状态	备注
	先决条件（CP）/交付物/备案/签署

将先决条件与签署时需交付的文件分开跟踪。

参见
references/closing_matrix.md
。

4. Signing and funds flow

4. 签署与资金流向

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

See
references/signing_funds_flow.md
.

签署顺序、交易对手、线上 vs 线下签署
转账指令、托管释放、付款函
释放资金前确认先决条件已满足

参见
references/signing_funds_flow.md
。

5. Post-close handoff

5. 交割后交接

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

See
references/post_close_handoff.md
.

整合管理办公室章程
首日关键事项、系统切换、沟通安排
30/60/90天整合里程碑

参见
references/post_close_handoff.md
。

6. RAID and steering

6. RAID与指导委员会管理

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

See
references/workstream_governance.md
.

跨工作流的组合级风险；RAID中不重复法律分析内容。

参见
references/workstream_governance.md
。

Output standards

输出标准

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

交割矩阵（可按日期、负责人、RAG排序）
每周交易状态报告：里程碑、顶级风险、待决策事项
突出显示逾期项的尽职调查跟踪表
明确的假设条件和未结事项——未经负责人确认，切勿标记先决条件已完成
保密性：不得在非安全渠道中提及敏感条款

When to load references

何时加载参考文档

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
```

阶段与关口 →
```
references/deal_lifecycle.md
```
数据室与问答 →
```
references/diligence_coordination.md
```
先决条件与交付物 →
```
references/closing_matrix.md
```
签署与转账 →
```
references/signing_funds_flow.md
```
整合交接 →
```
references/post_close_handoff.md
```
指导委员会与RAID →
```
references/workstream_governance.md
```