Based on decades of combined experience and practice, our transactional attorneys have developed a toolkit and methodologies designed to streamline and simplify the negotiation process. Our transactions toolkit is customized to meet the client’s needs and fit the particular transaction, but typically includes:

  • Kick-off and development of transaction project roadmap, including timelines, milestones, and deadlines, business objectives, team and roles, and legal requirements
  • Preliminary review of contract documents and generation of high-level issues document
  • Identification of client interests, contract priorities, options, and alternatives
  • Maintenance of issues tracker to monitor open and resolved issues in a simplified and easily-accessible format
  • Executed contract summary to facilitate vendor contract management (including key provisions, termination/renewal deadlines, notice obligations, etc.).

Representative Experience

We served as lead counsel for a top-ten North American bank in connection with acquisitions of mission critical information systems involving the exchange of highly regulated personal information.

Building a Bank's Critical Information Systems

We developed a licensing program and supporting agreements for a holder of health care claims data in connection with out-licensing de-identified data sets to universities and organizations for research purposes.

Licensing Big Data