Experience

Software License, SaaS Agreements for State-of-the-Art Technology for Banking Clients

Negotiated software license and SaaS agreements for multiple banking clients to obtain rights to license, access and use state-of-the-art financial services technology for each bank’s internal businesses and their customers, including electronic billing and payment, processing services, online banking, mobile banking, ACH, card application solutions, enterprise payments, and financial performance and risk management.

Software License, Subscription Agreements for Financial Services Company Offering Custom Client Access

Negotiated software license and subscription agreements for a financial services company which provided the client access to and use of specialized trust administration and wealth management applications, the integration of financial information from external accounting platforms, and the creation of customized client portals for end user online access to designated data and reports.

Secondment for Fortune 250 Financial Data Services Technology Leader

Multi-year secondment to a Fortune 250 company in the financial data services industry. Worked several days per week onsite supporting several of the client’s global operations and technology business groups. Drafted and negotiated enterprise, worldwide software license agreements, SaaS agreements and consulting agreements to enable growth of client’s technology operations and global customer support, and new products and services offerings. Originally a three-month secondment, the client extended the assignment to a multi-year engagement.

$35 Million Proprietary Software Purchase for Gaming Software Client

Represented a leading international provider of gaming software in the purchase of proprietary software valued at $35 million, including the negotiation of complex non-compete clauses and source code escrow.

Software Audit Representation for Global Clients

Represented worldwide manufacturers, health care providers and services providers in multi-location, enterprise-wide software audits opposite major multinational technology corporations.

Asset Sale for Software Developer

Represented a software development company in its sale of assets to a national health care services company in the provider health care and risk management solutions market.

License Agreements for Baby Products Manufacturer

Negotiated license agreements for manufacturer of baby bottles/teething toys, including rights to names, likenesses, trademarks, copyrights, images and other proprietary intellectual property.

Negotiated Full Product, Services Solution for Health Care Provider

Represented an independent, regional, nonprofit health care provider in the negotiation of a full product and services solution for its enterprise. This included licenses for term and perpetual software products, subscription software, cloud-based software and services, shared computing services, platform products, third party software, hardware and separate implementation.

Negotiated Agreements for Fortune 500 Client

Negotiated agreements for a three-phase global financial and manufacturing operating system replacement, including enterprise licenses with customized software, consulting services and hosted services for a Fortune 500 manufacturer and designer of engineered components.

Negotiated Master Agreement for Major Manufacturer

Created and negotiated a Fortune 500 technology company’s Master Agreement for enterprise-wide software, support and hosted services covering automation and workflow systems, managed IT services and online gateway for payment processing, funding, treasury management and receivables among corporations, banks and trading partners.

Negotiation of Global Trade Finance Services Agreement for Global Commercial Corporation

Negotiated Global Trade Finance Services Agreement, including a Master Services Agreement, SaaS agreement and a support and maintenance agreement, for a global commercial lending, leasing and financial services corporation.

Negotiation of Agreements for National Tax Credit Investor

Represented a national tax credit investor in the negotiation of development, license, support and purchase agreements, which enabled the client to participate with the developer in creating a customized, proprietary software solution uniquely structured as a license with reversion to a full ownership right, including escrowed code, support and development training.