$6.6 Million Series A Round and Strategic Licensing Relationship
Advised fintech company on completion of Series A venture capital investment round in which more than $6.6 million was raised. In addition, advised client on establishing a strategic licensing relationship to develop a customized version of the client’s proprietary investment technology platform, which the lead Series A investor will commercialize within the Hong Kong market.
Outside Counsel for Global Rental Car Business
Served as outside legal counsel to a global leader in the rental car business in connection with technology development, software licensing and telecom services.
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.
Counsel to Holding Company in Commercial Contract Relationships
Served as counsel to holding company operating specialty manufacturing companies in commercial contract relationships.
$35 Million+ Strategic Fulfillment/Transportation Contract
Served as outside counsel responsible for $35 million+ long-term strategic fulfillment/transportation contract for international retailer.
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.
Counsel to Global Manufacturer Regarding Tech Contracts
Served as counsel to multibillion-dollar, publicly traded diversified manufacturer regarding its commercial technology contracts.
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.
Acquisition of Software Company for Global Diversified Supplier
Managed acquisition of company providing web-based design software for a wide range of home improvement and renovation projects.
Counsel to Financial Services Client on Strategic Alliance
Outside counsel to client in financial services sector on multiple year strategic alliance to provide suite of technology services in Asia Pacific.
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.
Advised Emerging Fintech Company on Funding and Commercialization of Technology
Advised financial technology emerging company on its Series Seed and Series A venture capital rounds and commercialization of its technology.
Lead Counsel to Payments Processing Company
Lead counsel on successive transactions wherein client was deploying existing technology in innovative arrangements and new service lines with key business partners.
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.
Multimillion-Dollar Venture Capital Fundraising for Fintech Company
Advised a financial technology company providing robo-advisory services on its multimillion-dollar venture capital fundraising.
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.
Counsel to Global Payment Technology Company
Served as general counsel to a cloud-based payments technology platform in its global expansion.
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.
Counsel to Worldwide Leader in the Payments Technology Industry
Counseled worldwide leader in the payments technology industry across a variety of practice areas in connection with technology development and licensing, and payment processing service offerings.
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.
Multimillion-Dollar Venture Capital Investment into Gaming Technology Company
Advised an investor on a multimillion-dollar venture capital investment into a mobile sports gaming company.
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.
Multimillion-Dollar Venture Capital Investment into Predictive Analytics Company
Advised lead investor on multimillion-dollar Series A venture capital investment into cloud-based predictive analytics software company.
$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.
Guided International Company in U.S. Expansion, Development
Guided U.K.-based international wearable device gaming and payment platform provider in connection with their commercial technology development, financing and U.S. expansion.
IP Due Diligence for $900 Million Business Acquisition
Handled the IP due diligence for a client that acquired a payments technology company valued at about $900 million.