Experience

$2 Million Series A Issuance for Fintech Client

Represented a financial technology company in its issuance of more than $2 million in Series A Preferred Stock. Worked with the company to integrate Series A preferences with Series Seed preferences. The company was able to fund expansion in operations.

Transactional Agreements for Telecommunications Company

Negotiated billions of dollars in transactional agreements for a Fortune 100 telecommunications, broadband and media company, including multiple system acquisitions and divestitures to enhance geographical efficiencies. The disposition of rural systems ultimately positioned the company to complete a merger with another major player in the industry.

Patent and Product Portfolio License

Represented a cable television provider in the license of a comprehensive product and patent license for interactive programming guide technology, in a transaction valued at over $300 million.

Corporate Services Agreement

Represented a telecommunications company in securing multibillion-dollar billing and corporate services for a customer base in excess of 25 million.

IP, IT Diligence for $135 Million Acquisition of Animal Health Products Manufacturer

Represented a manufacturer and marketer of pet care and nutrition products in its $135 million acquisition of a wholesaler of small-animal wellness brands. Handled diligence on all intellectual property and information technology aspects of the transaction.

Cloud Gaming Company Equity Investment

Provided assistance to client for an equity investment in a French company that delivers cloud services aimed at online gaming. Reviewed transaction documents and conducted legal due diligence.

Connected Home Company Equity Investment

Provided assistance to client for an equity investment in a global Wi-Fi and connected home technology company. Reviewed transaction documents and conducted legal due diligence.

Formation of Network Security Joint Venture

Assisted client in the formation of a joint venture for the acquisition of a network security company with an international presence. Reviewed transaction documents, conducted legal due diligence and handled post-close matters such as final escrow releases.

Formation of Advertising Blockchain Joint Venture

Assisted client in the formation of a joint venture in the field of advertising blockchain technology, including the review of key terms for the contribution of the intellectual property assets from its members into the joint venture, licenses back to contributors, IP rights retained by members and third-party rights.

Amendment of TV Ad Sales Joint Venture

Provided analysis regarding a TV ad sales joint venture’s operating agreement and related software development and data license agreements amongst the joint venture members to provide recommendations to client for amendments to the operating and commercial agreements.

Software Assets Acquisition for Communications Company

Assisted client in the assets acquisition of a software company for an accessibility tool in the field of video streaming and linear TV. Conducted due diligence review, negotiated and documented the transaction.

$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.

Negotiated Retransmission Consent Cycles for Broadband Company

Negotiated three retransmission consent cycles for a broadband telecommunications company. Managed the increasing costs of sports and entertainment programming while setting a foundation to enable the company to expand operations into new markets.

On-Demand Content Distribution Platform for Yoga Company

Launched an on-demand content distribution platform for a national yoga studio chain. The client had a short window in which to complete the production, licensing, and distribution agreements. Worked closely with the client to launch the services efficiently, and to expand the on-demand presence during the COVID-19 pandemic.

Wind-Down of Fantasy Sports Subsidiary

Completed the wind-down of a client's fantasy sports subsidiary. Transitioned customer accounts off service. Negotiated and managed the early termination of multiple operating agreements to minimize cost and disruption to the client's ongoing operations.

Contract Review for Leading Stable Coin Company

Assisted the in-house team at the world’s second-largest stable coin company by reviewing, negotiating and drafting commercial agreements including master service agreements (MSAs), nondisclosure agreements (NDAs), statements of work (SOWs), software as a service (SaaS) and licensing agreements.

5-Year, $100 Million Distribution Agreement

Represented the licensor in a five-year, $100 million exclusive distribution agreement for its golf performance improvement technology to a sports performance technology company.

5-Year, $75.6 Million Licensing Agreement

Represented a national telecommunications company in the five-year, $75.6 million extension and expansion of its license agreement with a smart home technology company.

$105 Million License Agreement Renewal

Represented the licensor, a national telecommunications company, in the five-year, $105 million renewal of its unlimited license agreement with a cloud application and platform company.

$500 Million Cloud Services Agreement

Negotiated a multi-year Infrastructure as a Service (IaaS) cloud services agreement with a large cloud provider, valued at $500 million.

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 Software Licenses, and SaaS, and Professional Services 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.