Which team should be engaged if criteria met/needed?

• A. Compliance Team
• B. Deal Team
• C. Operations Team
• D. Marketing Team

Answer: (B)

When a deal hits the defined criteria, engage the Deal Team because this cross-functional group is responsible for validating terms, assessing risk, and securing approvals before the transaction moves forward. They coordinate inputs from finance for pricing and discounts, legal for contract terms and risk, and other stakeholders to ensure the deal meets governance requirements. This keeps the process consistent and efficient. Compliance checks matter and may be part of the Deal Team’s review, but the primary owner of advancing the deal through the criteria is the Deal Team. Operations comes in after close to fulfill the agreement, while Marketing focuses on demand and messaging rather than gating the deal.