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Transaction Management

Close Cleanly, On Time — From LOI to the Wire

A signed LOI is not a closed deal. We manage the entire process from letter of intent to funding — coordinating diligence, legal, lender, and title — so nothing slips and the deal closes on the terms you negotiated.

Deals die in the gap between agreement and funding

The period between a signed LOI and a funded close is where good deals quietly fall apart. Diligence items get missed, the lender re-trades on terms, title surfaces a problem nobody chased down, deadlines slip, and the seller's patience — or the rate lock — runs out. None of these are about the quality of the deal. They're about whether someone is running the process with discipline.

We are that someone. Transaction management means owning the closing process end to end: a critical-path timeline with every contingency and deadline tracked, the diligence workstreams driven to completion, and constant coordination among your attorney, the lender, title, and the seller's side. The goal is no surprises — and certainly none on the morning of close.

Crucially, we make sure you close on the terms you actually negotiated. The risk allocations, credits, and protections won at the LOI stage have a way of eroding as definitive documents get drafted. We hold the line through to funding, so the deal that wires is the deal you agreed to.

What we coordinate
  • A critical-path timeline tracking every contingency and deadline
  • Diligence workstreams driven to completion, not left open
  • Legal, lender, and title coordination through to funding
  • Closing conditions and deliverables checked off before the wire
  • Continuity from negotiated terms to the documents you sign

What transaction management covers

Critical-path tracking

A live timeline of every contingency, deadline, and deliverable, so nothing falls through the cracks between LOI and close.

Diligence coordination

We keep physical, financial, legal, and title diligence moving and resolved before deadlines, not scrambling against them.

Stakeholder management

We quarterback your attorney, the lender, title, and the seller's team so everyone is aligned and the process keeps pace.

Lender management

We keep financing on track and guard against re-trades, late conditions, or rate-lock pressure derailing the close.

Document continuity

We make sure negotiated terms survive into the definitive documents — the deal you signed up for is the deal that funds.

Closing-condition review

Every condition and deliverable is verified before the wire, so the close is clean and the surprises are zero.

Process

From LOI to funded

01

Build the closing plan

We translate the LOI into a critical-path timeline with every contingency, deadline, and responsible party clearly assigned.

02

Drive the workstreams

We run diligence, legal, lender, and title in parallel, escalating issues early and keeping each track on schedule.

03

Close clean

We confirm every closing condition is satisfied and every negotiated term is intact, then carry the deal through to a funded close.

Why it works

Why process discipline matters

  • An industrial acquisition closed nineteen days from LOI after a financing contingency was re-papered before it became a problem.
  • A title issue caught early in diligence was cleared without delaying the wire — instead of surfacing at the closing table.
  • Tight lender management blocked a last-minute re-trade that would have raised the buyer's all-in cost of capital.
  • Term continuity ensured a negotiated seller credit survived into the definitive documents and made it to closing.

Get the deal across the line

Have a deal under LOI? We'll manage it cleanly through to funding, on time and on terms.