TRANSACTION OPERATIONS + SYSTEMS
The Approach
Transaction execution, without drift.
Rick Hengehold operates ClearTrack. He works with Commercial Real Estate Investment / Development, and M&A / Private Equity, transaction teams executing in active investment environments.
The focus is to restore execution clarity so transactions proceed without rework, blind spots, late-stage surprises or a need to add headcount.
The Focus
Execution infrastructure inside live transactions.
Process:
Diagnose execution breakdowns in active transactions (e.g., handoffs, ownership gaps, workflow friction, reporting drift)
Re-establish clear process ownership across internal and external teams.
Correct broken or misused transaction workflows while work is in progress.
Align tools (e.g., trackers, PM or VDR systems, reporting) to how the deal is actually being executed.
Stabilize operating cadence (e.g., weekly rhythm, escalation paths, decision timing).
Surface execution risks early—before they become diligence delays or closing issues.
Leave behind a cleaner, repeatable transaction operating model once stability is restored.
Not strategy
Not sourcing
Not leadership
Not staff augmentation
The Problem
When activity rises, teams don’t usually fail outright.
They absorb friction:
Ownership across workflows become unclear
Diligence and reporting take more effort to keep consistent
Parallel processes drift
Execution declines before anything is visibly broken
That friction quietly increases risk while the work is still moving.
How It Works
The objective is straight forward.
Work is typically performed on a hybrid, or on-site basis, over a period of 3, 6, 9 or 12 months. Where the work is handled, and for how long, depends on what option will keep things moving.
About Me
I’m Rick.
For several years, I have been a member of a deal team executing sell-side M&A processes for middle-market business transactions. As a result, I have a practical understanding of how private equity and family-office acquisition processes actually operate.
I also bring a strong business analysis foundation, supported by a master’s degree in Information Systems. The emphasis of the program was on process design, data, and systems coordination.
Prior experience underwriting commercial bank financing on sophisticated CRE debt structures shapes how I approach transaction execution under capital constraints-particularly around reporting accuracy, timing sensitivity, and lender expectations.