Proven Results

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Proven Results

With a successful track record, in Diverse Industries such as: Software Technology & Artificial Intelligence, Logistics/Transportation, Telecommunications, Wholesale/Retail Distribution, Finance & Global Payments Technology, Specialty Manufacturing and Healthcare, Fractional Business Counsel Delivers Proven Results in:  Legal Consultation, Contract Administration, Data Privacy Protection, Intellectual Property Administration, Compliance, Mergers & Acquisitions, Alternative Dispute Resolution, Outside Counsel Expense Reduction.

Specialty Manufacturing and Healthcare

Business Counsel Counsel for $2 bil leader in specialty materials manufacturing, sale and distribution (tapes, labels, liners, specialty paper, packaging, and healthcare solutions).  Solely responsible for managing high-volume contract administration (drafting, negotiation and closing) – over 950 transactions processed for leading corporate division responsible for $1 billion in sales revenue (Supply, NDAs, SAAS, Quality, etc.).  Responsible for Dispute Resolution, Compliance (FDA), as well as providing value-added legal services to all functional areas (e.g. Sales, Operations, Quality, IT,  Marketing, Finance, R&D, Procurement). Updated templates and implemented contract administration process, policy and procedure to reduce cycle times, while simultaneously increasing efficiency, effectiveness and value-added customer service experience, as a part of a cross-functional team working with team leaders worldwide (USA, EMEA, Asia-Pac, UK, Spain, Italy, Canada).

Finance & Global Payments Technology

Business Counsel for $20 bil international publicly-traded payments software technology provider to airlines and hotel accommodation provider that helps businesses spend less by enabling them to manage their expense-related purchasing and vendor payments processes efficiently and effectively. Served as primary Legal Counsel for Airline Division, providing support to division executive leadership team.  Responsible for contract negotiations (SAAS, MSA, DPA, NDA) and dispute resolution working with internal litigation counsel. Assisted Division General Counsel in updating privacy compliance guidelines, as well as streamlining contract closure cycle times and value-added service to internal and external customers.

Software Technology & Artificial Intelligence

Business Counsel (Southeast Region) for publicly-traded $3bil provider of enterprise software solutions (14,000 employees). Supported 65 Sales Representatives in the Southeastern region, accounting for $120mm in Software License, Consulting and Maintenance Revenue per year.  Negotiated over 500 Software License, Consulting Agreements, Statements of Work, Reseller, Maintenance Terms and Conditions and Non-Disclosure Agreements, as a part of a cross functional team, working with Finance, Sales, MIS, Operations and Revenue Recognition, as a part of a dynamic and fast-paced environment. Responsible for implementing Software terms and conditions updates to the field, providing general training on negotiations, strategies and methods to contract closure, process, policy and procedure.  Company dissolved following hostile takeover by Oracle Corporation.

Telecommunications

  • Business Counsel for publicly-traded $200mm telecommunications provider (Competitive Local Exchange Carrier (CLEC). Responsible for managing legal budget, establishing and managing Contract Administration, State/Federal Telecommunications Regulatory Matters (Telecommunications Act of 1996) concerning FCC, State Public Utility Commissions, SEC compliance, Litigation, Collections and General Corporate Legal Services.  Working in a cross-functional team, assisted in closure of over 100 telecommunications service agreements, leases, licenses, settlements, joint ventures, re-seller and distribution agreements working with Sales, Marketing, Finance, MIS, and Operations. Assisted in coordination and negotiation of mergers/acquisitions and business unit sales. Working with Finance, assisted in negotiation and closure of $81mm credit facility, as well as numerous debt/equity financing transactions. Favorably resolved complex litigation versus major industrial corporation yielding $5mm in cash for the company; and worked to reduce legal fees by 70% or $450K during first nine months by closing or consolidating over 40 various legal disputes. Oversaw Chapter 7 dissolution paper-work processing, after company failed to raise adequate financing to continue operations as a going concern.

 

  • Business Counsel for publicly-traded $450mm telecommunications provider of enhanced communications including voice-messaging, conferencing, real-time facsimile services, local and long-distance calling, and calling cards. Responsible for establishing and managing Contracts, Regulatory Controls – State/Local/Federal Telecommunications Regulatory Matters, including FCC, State Public Utility Commissions, and SEC Matters (Telecommunications Act of 1996).  Responsible for managing legal budget.  Established and Managed Real Estate Services Department and Contract Administration.  Provided Legal Consultation to all employees company-wide, including but not limited to: General Business Law, Human Resources, Procurement, Real Property, Information Technology, Intellectual Property, Contracts, Litigation, Collections and Dispute Resolution, Joint Ventures, and Acquisitions. Reduced legal expenditures by 71% or approximately $4 million from previous year, due to policy, procedure and development and implementation of departmental structure. Negotiated a favorable $15 million contractual dispute settlement with global telecommunications provider.

3rd Party Logistics/Transportation

  • Business Counsel for $200mm international logistics corporation.  Responsible for establishing legal department. Developed policies and procedures for the management and administration of contracts.  Provided legal consultation on all general corporate legal matters, including but not limited to: Human Resources, Intellectual Property, Regulatory Controls, Collections, Litigation and Dispute Resolution, and the general establishment and implementation of corporation policy, process and procedure.  Drafted, developed and negotiated agreements including but not limited to: Alliance Agreements, Software License Agreements, Distribution Agreements, Leases, Service Agreements, Covenants Not To Compete, Indemnity Agreements, Employment Contracts. Working with sales team, assisted in closure of over $58mm of new business.  Coordinated and managed acquisition of $24mm Georgia corporation and $15mm Texas Corporation, working with outside legal counsel and Executive Management. Developed operating manual, process, and procedure for acquisitions, resulting in significant savings in legal fees, costs and time in deal closure. Successfully managed litigation and disputes to the benefit of the company, earning $220K in settlement revenue. Managed legal counsel, saving over $400K in Attorneys’ fees and over $508K in real estate operational costs. Maintained corporate legal compliance with state/federal rules and regulations.
  • Business Counsel for $150 million provider of logistics/supply chain solutions.  Responsible for all contract negotiations (contract administration) and closing. Responsible for Dispute Resolution, Privacy, Compliance, Intellectual Property, as well as providing value-added legal services to all functional areas (e.g. Operations, HR, Marketing, Finance), as well as staff and leadership team. Via outside counsel consolidation and re-insourcing legal processes, reduced legal fees by $500K within

Wholesale/Retail Distribution

  • Business Counsel for $300 billion retail and wholesale provider of home services and construction supplies).  Provided general legal consultation and contract administration to division CEO and executive staff. Managed all aspects of legal department’s IT subsidiary independently. 
  • Business Counsel for publicly-traded $6bil spin-off subsidiary of $300 billion company (14,000 employees), specializing in wholesale construction services distribution and facilities maintenance.  Responsible for ($200 million subsidiary) and Home Improvement Solutions ($450 million subsidiary) facilities management, as well as managing Information Technology (IT), Logistics, Sourcing, Intellectual Property and Privacy, as well as providing general legal consultation, administration, dispute resolution (outside counsel) management for corporate and functional entities.  Developed, Led and Managed Privacy and Data Incident Response Program. Developed, Led and Managed Intellectual Property Administration Program. Implemented Contract Closure Process, Policy and Procedure, as well as Intellectual Property Management Process and Procedure.  Managed entire trademark portfolio (300 registered marks), Successfully Managed over 400 cases in litigation over 3 business units and 4 functional areas. Negotiated and Closed over 4000 Software License (SAAS, Reseller, etc. with firms such as Microsoft, Oracle, SAP, etc., etc.), Consulting, Maintenance, Outsourcing and Logistics Agreements as a member of a cross-functional IT-Team with annual operating budget of $100 million.  Supported CIO, CTO, CFO, Regional Vice Presidents and President.  Successfully negotiated, settled and saved over $30MM (via dispute resolution, contract administration, systems, process, policy and procedure), generating real/verifiable income or savings of no less than $1 million per annum.