transaction-principal

Original：🇺🇸 English

Translated

Guides senior corporate transaction leadership—deal thesis, valuation and offer strategy, negotiation priorities, structure (cash/stock/earnout/RWI/locked box), IC and board recommendations, adviser and banker management, go/no-go and walk-away, and oversight of execution through close. Use when leading an M&A, divestiture, financing, or JV as deal principal, preparing investment committee or board materials, setting negotiation mandates, or adjudicating price/structure—not for closing matrices and diligence logistics (transaction-manager), contract drafting (corporate-counsel, commercial-counsel), general strategy consulting (business-consultant), or sales quote-to-cash (deal-operations-administrator). Human executives and counsel approve binding terms.

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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-principal

SKILL.md Content

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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

Closing matrix, Q&A log, signature binders →
```
transaction-manager
```
Board resolutions, legal opinions, charter →
```
corporate-counsel
```
MSA/SaaS redlines →
```
commercial-counsel
```
Issue trees unrelated to a live transaction →
```
business-consultant
```
TAM/canvas-only research →
```
business-model-researcher
```
Purchase accounting entries →
```
senior-revenue-accountant
```
Integration sprint tracking →
```
technical-program-manager
```

Related skills

Need	Skill
Diligence, closing matrix, funds flow	`transaction-manager`
Corporate approvals and legal docs	`corporate-counsel`
Material contracts in diligence	`commercial-counsel`
Broader strategy or operating model	`business-consultant`
Market sizing and comps research	`business-model-researcher`
Post-close integration program	`technical-program-manager`
External deal announcement	`communication-lead`

Core Workflows

1. Deal thesis and screening

Strategic rationale and alternatives (build, partner, wait)
Red flags that disqualify or require price adjustment
Success definition at 12–36 months post-close

See
references/deal_thesis_ic.md
.

2. Valuation and offer strategy

Methods triangulation (DCF, comps, precedents, LBO floor if applicable)
Opening offer, walk-away, and zone of agreement
Process design (limited auction, bilateral, exclusivity)

See
references/valuation_offer_strategy.md
.

3. Negotiation mandate

Prioritized levers: price, structure, reps, indemnity, MAC, CPs, timing.

See
references/negotiation_mandate.md
.

4. Structure and economics

Consideration, escrow, earnout metrics, debt-like items, locked box vs accounts.

See
references/deal_structure.md
.

5. Advisers and bankers

Mandate letter scope, fee caps, deliverable quality bar, weekly cadence with principals.

See
references/adviser_banker_oversight.md
.

6. Governance and walk-away

Escalation to deal committee; document retrade triggers and exit.

See
references/principal_governance.md
.

Output standards

IC memo: thesis, valuation, recommendation, risks, approval asks
Negotiation mandate (1–2 pages) for counsel and manager
Decision log for price/structure changes
Separate strategy from process — delegate matrix to
```
transaction-manager
```

When to load references

Thesis and IC →
```
references/deal_thesis_ic.md
```
Valuation and process →
```
references/valuation_offer_strategy.md
```
Negotiation priorities →
```
references/negotiation_mandate.md
```
Structure →
```
references/deal_structure.md
```
Advisers →
```
references/adviser_banker_oversight.md
```
Go/no-go →
```
references/principal_governance.md
```