“It was great working with you implementing the AI Legal Fintech Software at HSBC Global. This was positively acknowledged by Senior Management team at Global Legal Annual Townhall. ”
About
UK-based US-attorney with advanced degree and 18+ years of experience in commercial…
Services
Experience
Education
Licenses & Certifications
Publications
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SCL Tech Law Essentials - “Regulated Environments: An Introduction”
The Society for Computers and Law (SCL)
Introduction to the following topics: Role of regulators, Regulatory relationships, Working with Compliance teams, Selected regulated environments, and Contract remediation projects for regulated clients.
Projects
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(1) TECHNOLOGY/PRIVACY/CYBERSECURITY
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• Lead commercial and privacy counsel for multiple F500 companies on more than $1.83 billion in global transactions with the world's largest cloud service providers.
• $500 million project working with a number of FinTech companies to enable the transformation of almost 200 legacy tools/applications into a single joined-up digital system involving Open API architecture, cloud hosting, and blockchain elements, resulting in faster transactions for customers, increased revenue growth, and…• Lead commercial and privacy counsel for multiple F500 companies on more than $1.83 billion in global transactions with the world's largest cloud service providers.
• $500 million project working with a number of FinTech companies to enable the transformation of almost 200 legacy tools/applications into a single joined-up digital system involving Open API architecture, cloud hosting, and blockchain elements, resulting in faster transactions for customers, increased revenue growth, and reduced operational and IT costs.
• $157 million in various software licensing/maintenance agreements and pilot programs.
• $18 million agreement for the physical transfer, storage, protection, scanning, and disposal of files and digital back-ups containing non-public personal and healthcare information of millions of retail customers.
• $3.6 million agreement for the use of an enterprise-level cloud identity security platform.
• Served as European/UK privacy counsel for dozens of start-up, growing, and publicly-traded organizations.
• Implemented strategic partnership and licensing arrangements for a streamlined Euro-clearing system and enhancements to the platform used to process 272 million debit/credit transactions annually valued at over €30 billion across 12 European countries.
• Advised a start-up on developing an app used to provide banking services to small/medium enterprises in Africa, and in partnering with a global major bank.
• Advised an oil and gas consultancy services company on use of AI in data processing and natural resource exploratory tool.
• Updated agreements in relation to customer-facing mobile applications and custom clothing design software for a major global retail clothing brand with 100+ stores in the UK.
• Lead the commercial drafting and negotiations associated with a multi-million-dollar investment in a technology start-up by a publicly-traded multinational financial services company. -
(2) MEDIA/ENTERTAINMENT/MARKETING/SPORTS/HOSPITALITY
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• $200 million multi-year sponsorship and branding arrangement on behalf of a global technology/crypto company with a top-ranked Formula 1 team.
• $100 million online credit card advertising campaigns with multiple major search-engine vendors.
• $54.8 million advertising services contracts and multiple statements of work for major branding campaign of three major U.S.-based international airport terminals.
• $30.5 million purchase, branding, and subsequent re-sale of private aircraft…• $200 million multi-year sponsorship and branding arrangement on behalf of a global technology/crypto company with a top-ranked Formula 1 team.
• $100 million online credit card advertising campaigns with multiple major search-engine vendors.
• $54.8 million advertising services contracts and multiple statements of work for major branding campaign of three major U.S.-based international airport terminals.
• $30.5 million purchase, branding, and subsequent re-sale of private aircraft for corporate executive use.
• Multiple sponsorship and event agreements between major financial service institutions and top-ranked ATP/professional tennis players.
• Multi-million-dollar concession and parking outsourced service agreement for an NHL/professional hockey team’s arena.
• Multi-year sponsorship agreement for the World Rugby Sevens Series.
• Provided data and technology legal advice in relation to the business strategy and commercial contracts associated with the purchase and relaunch of an insolvent major British clothing retailer.
• Represented a fast-growing award-winning digital marketing agency in completing a major advertising services agreement with one of the world's most watched social media and entertainment publishing companies.
• Represented a leading UK digital ticketing and payments solution service provider.
• Advised one of the UK's largest retailers on commercial, marketing, and technology matters.
• Regularly provided commercial services for the UK's largest luxury holiday park operator. -
(3) CORPORATE/COMMERCIAL/PROFESSIONAL SERVICES/OUTSOURCING
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• Multiple agreements for $5.5 billion of secured cash handling and commercial account processing services.
• $5 billion global facilities management outsourcing agreement and extension spanning 70 countries, generating a 9-figure savings over the life of the contract, managing more than $400 million in annual third-party utility billing, consolidating 500 separate vendors/6,000 annual invoices, implementing a global technology platform to monitor health and safety issues, identifying more…• Multiple agreements for $5.5 billion of secured cash handling and commercial account processing services.
• $5 billion global facilities management outsourcing agreement and extension spanning 70 countries, generating a 9-figure savings over the life of the contract, managing more than $400 million in annual third-party utility billing, consolidating 500 separate vendors/6,000 annual invoices, implementing a global technology platform to monitor health and safety issues, identifying more than 2 million kWh of energy savings, and ensuring consistent delivery of property management services.
• $615 million agreements for national real property management company services.
• $366 million estates management agreement used to manage more than 1,100 retail and office properties (comprised of 8.8 million square feet), and the associated payments of pass-through charges for rent to landlords and third-party utility/insurance companies.
• $165 million outsourced IT consulting and services global agreement for Fortune 500 financial services company.
• $144 million agreement for life, home, automobile, critical illness, and veterinary insurance products.
• Led Legal streamlining efforts associated with the fast-track renewal over a 6 week period of 290 SOWs covering 1,500+ IT consultants and a spend of $50 million, saving an estimated $250,000 in legal costs.
• $97 million amendment to global agreement renewing annual security and access for 800+ worldwide IT consultants.
• $50 million data-center facilities management agreement.
• $40 million construction/management agreement for existing high-security data-center expansion and renovation.
• $38 million in construction/management agreements for developing new retail banking facilities.
• $24 million national life insurance benefits contract update and extension.
• $20 million amendment of travel service agreement with expansion of contract to include international companies. -
(4) CORPORATE/COMMERCIAL/PROFESSIONAL SERVICES/OUTSOURCING
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• $15 million construction management agreement for new office space build-out.
• $13.5 million agreement for physical security/protection services for banking retail locations throughout the country.
• $12.3 million corporate airfare discount agreements with major international airlines and carrier alliance groups.
• $10 million agreement for design/development/implementation of HR training programs and tools.
• $7.5 million utility company service agreements and statements of work…• $15 million construction management agreement for new office space build-out.
• $13.5 million agreement for physical security/protection services for banking retail locations throughout the country.
• $12.3 million corporate airfare discount agreements with major international airlines and carrier alliance groups.
• $10 million agreement for design/development/implementation of HR training programs and tools.
• $7.5 million utility company service agreements and statements of work for electricity service and green credits.
• $6.4 million restatement of in-bound and out-bound telemarketing services agreement.
• $3.9 million secured cash transport agreement for funds used in United Nations Haitian earthquake relief operations.
• Negotiated settlement agreement with supplier, reducing early termination fees from $1 million to $0.00.
• Regularly advise a natural resource location consultancy services company on commercial arrangements involving oil and gas exploration and pipelines.
• Providing commercial representation to a major national property company providing development, architecture, leasing, planning, valuation, and management services. -
(5) COMMERCIAL REAL ESTATE
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• $375 million industrial property transfer as part of a $1.5 billion business acquisition.
• $32 million acquisition and loan amendments for hotel/restaurant development.
• Drafted and amended Conditions, Covenants and Restrictions, Development Agreements, Homeowners Association By-Laws, aviation and equestrian easements, and other supporting documents for the $18 million development of multiple residential tracts and 587 homes over 220 acres.
• $17 million acquisition of a…• $375 million industrial property transfer as part of a $1.5 billion business acquisition.
• $32 million acquisition and loan amendments for hotel/restaurant development.
• Drafted and amended Conditions, Covenants and Restrictions, Development Agreements, Homeowners Association By-Laws, aviation and equestrian easements, and other supporting documents for the $18 million development of multiple residential tracts and 587 homes over 220 acres.
• $17 million acquisition of a 200-townhome property.
• Agreement for sale of $4.6 million 9-building condominium complex.
• Abstracting leases for 14,000+ square foot office building and amending lease for expansion.
• $820,000 sale of restaurant/nightclub business and assets.
• Contractor agreements between client and Chicago museums/architecture firms.
• $2.25 million sale of industrial building with proceeds placed in a deferred exchange trust.
• $2 million sale-leaseback of an 18,500 square foot mixed-use building.
• Acquisition of 20.1 acres for commercial development.
• Drafting early-entry, license, and confidentiality agreements for a 250,000 square foot shopping development.
Languages
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English
Native or bilingual proficiency
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Hebrew
Elementary proficiency
Organizations
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American Bar Association
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Chicago Bar Association
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Society for Computers & Law
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Recommendations received
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