Representative Experience

  • Advising Upland Software in connection with numerous M&A transactions involving SaaS companies.
  • Providing general advice to Bazaarvoice on SaaS business issues, including strategic partnerships.
  • Represented Onit Inc. in its $200 million investment from K1 Investment Management.

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  • Assisted Builder Homesite, Inc. on a provision of SaaS solutions to new home builders.
  • Provided SitePro, Inc. with advice on strategic issues related to its cloud-based oilfield services software suite.
  • Served as lead licensing counsel on multiple hardware and firmware/software sale and licensing arrangements for energy and aeronautical technologies companies, advising on, negotiating and drafting IP, technology development, ownership, and licensing-related terms.
  • Negotiated, drafted, and advised on dozens of software licenses, SaaS subscriptions, and other technology terms of service for clients ranging from startups to Fortune 50 companies, from both licensor and licensee/customer side.
  • Structured, negotiated and drafted technology joint development and commercialization agreements between emerging venture-backed companies and large, public technology companies in industries and technologies including software, semiconductors and autonomous technologies.
  • Negotiated IP representations and warranties and related provisions regarding products, technology and intellectual property in connection with mergers and acquisitions.
  • Served as lead licensing counsel to a global oil and gas regarding an R&D joint venture with a U.S. forest products company targeted at developing technology to convert cellulose-based biomass into low-carbon biofuels.
  • Negotiated agreements for development and licensing of software for use in advanced medical diagnostic equipment.
  • Served as a global oil and gas company’s lead licensing counsel on a multifaceted refinery catalyst technology development and commercialization joint venture, negotiated, drafted and advised on IP, technology development, ownership, and licensing.
  • Negotiated agreements for the licensing of semiconductor designs. Served as lead licensing counsel to a global oil and gas company in a complex hydrogen and steam production facility transfer transaction, negotiating, drafting and advising on IP, technology development, ownership, and licensing-related terms.
  • Negotiated arrangements for the development, licensing and sale of automation software, technology and systems.
  • Served as a global oil and gas company’s lead licensing counsel on various equity investments in biofuel technology companies, negotiating, drafting and advising on IP, technology development, ownership and licensing-related terms.
  • Served as an energy and aeronautical technologies company’s lead licensing counsel on a complex R&D project targeting the development of technology for production of medical isotopes without using highly enriched uranium.
  • As lead licensing counsel on multiple software development and licensing arrangements for an energy and aeronautical technologies company, negotiated, drafted and advised on IP, technology development, ownership, and licensing-related terms.
  • As lead licensing counsel to an energy and aeronautical technologies company on a complex laser technology transfer arrangement, negotiated drafted and advised on IP, technology development, ownership, and licensing-related terms.
  • As an energy and aeronautical technologies company’s lead licensing counsel on numerous aeronautical technology procurements, sales and (in- and out-licenses, negotiated, drafted and advised on IP, technology development, ownership, and licensing-related terms.
  • Represented multiple solar power technology development and manufacturing companies on demonstration projects and other commercial transactions, negotiating, drafting and advising on IP, technology development, ownership and licensing-related terms.