Experience

Counsel to Purchaser of Software Company in Strategic Expansion

Served as counsel to purchaser of Netherlands-based software company in strategic expansion of existing suite of software products serving the residential and commercial construction industries.

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.

Counsel to Global Manufacturer in Connection with Tech Development and Transfer Agreements

Provided legal counsel to leading global manufacturer of silicon wafers in connection with technology development and technology transfer agreements.

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.

Lead Outside Counsel on Long-Term Strategic Partnership

Lead outside counsel on long-term strategic partnership for provision of technology services in heavily regulated foreign payments system.

Managed Agreements for Lawn and Garden, Pest Control Supplier

Served as outside counsel to a leading supplier of lawn and garden, home pest control products and personal insect repellents in connection with product supply and joint development agreements.

Secondment for Global Payments Technology Leader

Seconded for several days per week for a multi-year project, working inside the client’s offices, primarily supporting corporate technology contracts for new products and service offerings.

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.

Counsel to Packaging, Materials Suppliers

Provided legal counsel to leading suppliers of plastic packaging, sheet and rollstock materials in connection with product development, manufacturing and supply agreements.

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.

Outside Counsel Regarding Tech Licensing, Joint Development and Tech Transfer Agreements

Served as outside counsel to numerous clients in connection with patent and technology license, joint development agreements and other technology transfer agreements.

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.

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.