Case Study: Optimising Transaction Management

The Situation: A Bottleneck in Transaction Execution

A large growth capital manager was experiencing an increase in deal flow across Europe. Historically, deal execution had been managed collaboratively across multiple middle and back-office teams. However, as deal complexity and volume grew, this approach became unsustainable.

Key senior finance, tax and legal specialists were being pulled away from their core work, slowing down both deal closings and broader strategic initiatives.

The Challenge: Redesigning the Process Without Disrupting Ongoing Deals

• The firm needed to introduce a dedicated execution role to manage deal closings efficiently.
• Senior specialists had to be freed up for high-value strategic work.
• The new hire had to be highly organized and commercially aware, with strong experience in closing complex transactions.

Our Approach: Creating a New Role and Finding the Right Candidate

1. Redefining the Workflow: We worked with the firm to design a new transaction execution process, centralising deal management under a Transaction Execution VP.
2. Defining the Candidate Profile: The role required a mix of technical transaction knowledge and strong project management skills.
3. Targeted Search: We identified candidates with expertise in M&A execution, private equity finance, and transaction services.
4. Ensuring a Strong Fit: We tested candidates on real-world case studies, ensuring they could manage complex closings under pressure.

The Outcome: A New Hire Who Streamlined Deal Execution

• The firm successfully implemented a new, more efficient transaction execution process.
• The new hire ensured deals closed faster and with greater accuracy, reducing strain on senior specialists.
• By restructuring workflow, the firm improved both deal efficiency and long-term scalability.