Experience

Representative Transactions
The following list of Outsourcing and Technology Transactions, while not an exhaustive list of our recent experience, speaks in objective terms to the depth, breadth and complexity of the matters our lawyers routinely handle.

Business Process Outsourcing

  • Represented an outsourcing service provider in a seven-year BPO transaction with the mortgage finance industry's electronic loan registry, involving end-to-end management of the receipt, identification and delivery of mortgage-related correspondence and member-facing helpdesk services for the entities 2,500 member institutions
  • Represented an outsourcing service provider in establishing a new presence in Central America, involving the assignment of assets and rebadging of hundreds of employees from a multinational food processing company as well as a global services component to perform finance and accounting functions from centers in Central America, Europe, and India
  • Represented an outsourcing service provider in the restructuring and expansion of its existing BPO services relationship with a major consumer products company to cover its orders to cash, accounts payable and related finance and accounting functions in Europe and Asia
  • Represented an outsourcing service provider in a $25 million BPO transaction to outsource the finance and accounting functions of a leading managed care company
  • Represented an outsourcing service provider in a $180 million BPO transaction to outsource the finance and accounting and source to pay functions of a global software and services company to centers in the U.S., India and Poland
  • Represented an outsourcing service provider in a $77 million BPO transaction to outsource the United States and European finance and accounting functions of a multi-national consumer products company to centers in India, Romania and Poland
  • Represented an outsourcing service provider in a $150 million BPO transaction to outsource the finance and accounting, treasury and analytics functions of a major Wall Street brokerage firm to centers in India and Europe
  • Represented an outsourcing service provider in a $53 million BPO transaction to outsource the call center function of an international financial services company to centers in the Philippines
  • Represented an outsourcing service provider in a $130 million BPO transaction to consolidate and outsource the Asian finance and accounting and source to pay processes of a global transportation company to centers in Dalian China
  • Represented an outsourcing service provider in a $40 million BPO transaction to outsource the finance and accounting functions of an international hospitality company to centers in Hyderabad and Gurgaon
  • Represented an outsourcing service provider in a $90 million BPO transaction to outsource actuarial services for a global professional services firm to centers in Mumbai and Bucharest
  • Represented an outsourcing service provider in a $15 million BPO transaction to provide analytics services and to outsource the orders to cash and procure to pay processes of a major internet company to centers in the U.S., India and Ireland
  • Represented an outsourcing service provider in a strategic alliance to create an off-shore virtual captive for a global supplier of HRO services
  • Represented an outsourcing service provider in a preferred provider relationship for BPO and analytics services with one of the largest U.S. banks

Information Technology Outsourcing

  • Represented one of Columbia's largest banks in a long-term, $35 million transaction to outsource its card processing services to a newly formed strategic partnership between a Spanish software company and Spanish telecommunications provider, including face-to-face, multi-lingual negotiations on three continents
  • Represented an outsourcing and information technology Service Provider in a $20 million ITO transaction with a media, sports and entertainment company, including infrastructure management, applications development and maintenance, and managed network services involving rebadging employees in the U.S. and UK and delivery of services from the U.S., UK, Asia Pacific and India
  • Represented an outsourcing and information technology service Provider in a $50 million ITO transaction with a healthcare company, covering infrastructure management and ADM services
  • Represented an outsourcing service provider in a $21 million ITO transaction to provide on-shore and off-shore ADM and data warehouse services to a global credit bureau
  • Represented an information technology services vendor in a $9 million, series of transactions to create and implement one of the first true regional healthcare information organizations (RHIOs) in the Northeast, including license and services arrangements for the core universal record system, fuzzy logic patient identifier, data feeds and overall implementation and provision of services to the newly formed RHIO
  • Represented an outsourcing service provider in a $43 million BPO and ITO transaction to upgrade the SAP system and outsource the finance and accounting operations of a large mid- Atlantic manufacturer
  • Represented an outsourcing service provider in a $73 million ITO and BPO transaction to outsource the Asian IT infrastructure and certain supply-chain management functions of a global delivery services company to centers in Dalian and Shanghai
  • Represented a large, publicly-traded, U.S. company in a $100 million global ITO transaction, from RFP to "go live", including dual-track negotiations with competing software licensors, systems integrators, and outsourcing vendors
  • Represented a Japanese insurance company in a $45 million ITO transaction for ADM, desktop management and helpdesk services
  • Represented a hospital in a multi-year, mission-critical ITO and development transaction to implement and outsource clinical and patient management systems
  • Represented the U.S., Canadian and Israeli subsidiaries of an international pharmaceuticals manufacturer in a series of multi-million dollar, mission-critical ITO transactions to outsource its warehouse and logistics functions to centers in Israel
  • Represented the U.S. operations of an international supermarket and pharmacy conglomerate in all outsourced, information technology aspects of a three-year implementation of an enterprise-wide HIPAA Privacy and Security compliance program

Software Licensing and Services

  • Represented a financial services company in a $30 million, competitively-sourced, license and services transaction to implement a forty-one country roll-out of its new global banking platform
  • Represented an information technology services vendor in a $25 million software development and systems integration transaction with a major US insurance company
  • Represented a financial services company in license and services arrangements for an anti-money-laundering and fraud system, a BASEL II compliance engine, the inter-company transfer of personal data outside the European Union and production support for its affiliates in Thailand and the Czech Republic
  • Represented the U.S. operations of Japan's largest insurance company in a multi-million dollar license and services arrangement to replace its core policy management system, from RFP through head-to-head negotiations with final two down-selected vendors and ultimately go-live and post-implementation support
  • Represented, as exclusive outside IT counsel, a global provider of antimoney-laundering and know-your- customer solutions, in all aspects of enterprise-wide, license and services to major U.S., EU and Asian banks
  • Represented a Canadian financial services company in a $15 million, mission-critical license and services transaction for a new home equity line of credit (HELOC) platform and related web development services
  • Represented the Polish subsidiary of a financial services company in an application services transaction for anti-fraud tools and related analytics
  • Represented a developer and licensor of encryption technology in a multi-million dollar software development and implementation transaction with a major Dutch bank
  • Represented a financial services company in a major license and services transaction in support of a new banking venture in China
  • Represented a U.S. financial services company in an off-shore services transaction for telemarketing and call-center services in Mexico and the Philippines
  • Represented the Americas unit of a financial services company in more than a hundred software, hardware and internet related commercial relationships
  • Represented hospital systems, VNA's, physician groups, and other healthcare providers in dozens of software licensing, systems procurement and services transactions against nearly every major information technology vendor in the healthcare sector
  • Represented small and mid-sized software vendors in information technology and intellectual property matters, including licensing transactions, hosting arrangements, development projects, maintenance and desktop management agreements, VAR transactions, consulting and professional services agreements, and strategic alliances
  • Represented a regulated utility company in all information technology matters, including major licensing and systems procurement transactions against Fortune 500 technology companies
  • Represented a large software vendor to the financial services industry in all information technology matters, including licensing, VAR, OEM, development, content management, systems integration, and professional services transactions

Compliance, Governance and Counseling

  • Represented global information technology and outsourcing service provider in a multi-state data breach case and related investigations by state Attorneys General
  • Represented an outsourcing vendor in the bankruptcy-related transactional aspects of a $150 million BPO transaction to outsource the finance and accounting and supply chain management operations of a global manufacturer reorganizing under Chapter 11
  • Represented the U.S. operations of an international supermarket and pharmacy conglomerate in the HIPAA Privacy and Security aspects of a $550 million ITO transaction to outsource its global information technology infrastructure
  • Represented global pharmaceutical company in structuring KPO, relationships to outsource research and development operations and related analytics to India, China and Russia
  • Represented university in response to and management of a data security breach involving Social Security Numbers and other non-public, personally-identifiable data
  • Represented healthcare providers, financial services companies and information technology vendors in developing best practice agreements for master software licensing, hardware procurement, and ASP services
  • Represented publishers and media clients in the full range of internet, e-commerce and intellectual property matters
  • Represented a variety of high-tech clients in specialized intellectual property and technology-related matters, including rights management, workouts and dispute resolution, privacy and data security, intellectual property protection, records retention and regulatory compliance with U.S. export controls