Experience

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.

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 corporate 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.