• Commercial and Technology Contracts. Draft and review commercial contracts and technology agreements for law firms and businesses, including start-ups, high-growth SMBs, and Fortune 100 companies.• Corporate Transactions and Governance. Draft corporate documents and counsel companies of all sizes in connection with the formation of corporate entities, equity issuances, executive compensation, succession plans, and other corporate matters.• Outside General Counsel. We are available on a schedule that works for you and aim to provide the same level of dedicated, knowledgeable service previously only available with an in-house attorney.

• Head of Legal. Legal team leader and member of the executive team of an Inc. 5000-listed experiential marketing, event production and mobile application development company. Responsible for all legal matters, including client and vendor contracts, partner arrangements, product development initiatives, data privacy and cybersecurity matters, employee matters, disputes, state and local business registrations, credit agreements, real estate negotiations, management of insurance portfolio, legal research, selecting and managing outside counsel, and review and implementation of company policies. Directly advise the CEO/founder and company senior business leaders.• Contract Management. Managed two direct reports to draft, negotiate and execute contracts, maintain contractual records, select and implement legal and contracts management software, and devise contract and purchasing policies. • Product Counsel. Provided guidance to product and engineering teams on issues related to new and existing mobile and website applications and features throughout the entire product development lifecycle• Process and Form Development. Developed various forms and templates, including master services agreements, non-disclosure agreements, independent contractor agreements, referral agreements and employee-related agreements.

• Corporate Generalist. One of two in-house attorneys for a venture-backed artificial intelligence startup with approximately 180 employees, with responsibility across all legal areas, including sales and vendor contracts, reseller and partner arrangements, customer issues, and general day-to-day legal administration. Provided ongoing legal counsel to all levels of internal business owners on business initiatives and activities.• Commercial and Government Contracts. Led negotiation of a variety of government subcontracts and domestic and international commercial contracts involving customers, partners, service providers, licensing and intellectual property, and procurement. Advised on various commercial, risk mitigation, compliance, and other business issues.

• Technology Transactions. Provided support to the Small Business, Middle Market and Enterprise sales organizations, managing both fast-moving, high-volume deals and high-profile, highly complex, multimillion-dollar transactions. Drafted and negotiated a wide variety of customer-facing agreements for IaaS and SaaS solutions, including master services agreements, product terms (including service level agreements), service orders, NDAs, professional services statements of work, data processing agreements, and strategic partner agreements.• Internal Client Service. Counseled internal clients, including business unit leaders, on critical legal risk management issues, legal compliance, and practical alternatives associated with sales negotiations and customer account issues, including guidance related to contractual interpretation, cybersecurity, data privacy (including GDPR), intellectual property licensing, HIPAA and PCI compliance, confidentiality obligations, and other corporate matters. Conducted periodic live trainings for sales representatives, including on-boarding in connection with acquisition integration.• Product Counsel. Developed and integrated product terms and other form agreements during a period of unprecedented business transformation characterized by multiple acquisitions and leadership changes.• M&A. Assisted with legal due diligence and purchase agreement review for the May 2018 acquisition of RelationEdge.

• Mergers & Acquisitions; Private Equity; Venture Capital; Joint Ventures: Coordinate directly with clients, subject matter specialists and opposing counsel in connection with private equity, corporate, securities, oil and gas asset, M&A and A&D transactions and equity financings, with primary responsibility for drafting and negotiating principal and ancillary transaction documents. Supervise junior associates in performing legal due diligence and drafting ancillary transaction agreements. Transactions include upstream and midstream oil and gas assets deals, private investments in public equity, and clients in the energy, transmission, energy products and services and oil and gas operations industries.• General Corporate: Counsel clients on a wide range of issues including employment, compensation, regulatory, compliance and general corporate governance matters.• Client Relationships: Advise clients, coordinate with subject matter specialists, negotiate with opposing counsel, initiate conference calls and manage in-person deal closings without direct supervision. Lead the Houston non-disclosure agreement team with primary responsibility for development of training materials, weekly distribution of assignments, supervision of junior associates and communicating with clients.• Firm Leadership: Participate in recruitment and diversity activities, including membership on the Houston Associates Committee and Firmwide LGBT Subcommittee. Received multiple Pro Bono Awards.

• Represented clients in venture capital private placements and microcap and mid-market private equity transactions in the healthcare, manufacturing, distribution, logistics and data analytics services industries• Coordinate directly with clients, subject matter experts and opposing counsel to assist in the consummation of private equity corporate and securities transactions, including mergers, asset and stock acquisitions and divestures• Draft and negotiate purchase agreements, equity documents and various ancillary transaction documents. • Supervise junior associates in performing legal due diligence, preparing diligence memoranda and drafting ancillary agreements• Assisted on other matters, including formation of private investment funds, wealth management transfers, real estate financing transactions, counseling on general corporate governance issues, tax compliance matters and various legal research assignments

• Performed legal research and drafted internal memoranda on various issues, including taxation, bankruptcy, banking and finance, employee benefits, and financial institutions litigation• Assisted in pro bono client’s successful application for an order of child support

• Researched legal issues and draft interoffice memoranda and motions concerning various family law matters• Summarized case history for use in termination of parental rights hearings, noting instances of agency efforts to encourage the parental relationship and the respondent parent’s failure to comply• Observed hearings and trials for child protective and juvenile delinquency cases in Manhattan Family Court• Assisted law guardian with client intake interviews, home visits, and researching resources for foster children

• Collaborated with team members to complete external financial audits and due diligence consulting for private companies, including clients from the manufacturing and software industries• Communicated with client management, prepared financial statements, and supervised audit staff

• Completed audits on clients including employee benefit plans and nonprofit educational organizations• Execute high-level responsibilities, including communication with client management, preparation and tie-out of financial statements, and supervision of audit staff• Research and propose financial statement treatment for technical accounting issues, including interest capitalization, lease accounting, and various financial statement disclosures

• Assisted on audits of private equity funds as well as domestic and international bank lending institutions, including two Fortune 500 companies• Performed procedures on external audits, business advisory services, triple-A agreed upon procedures, and regulatory compliance engagements• Earned two special recognition awards for exceptional performance on client engagements• Volunteered in recruiting activities and projects designed to improve the workplace environment, including direct interaction with the Ernst & Young National Diversity Office

• Assisted in the preparation of workpapers, including financial statements and supporting documentation for two fund advisor annual reports • Developed a spreadsheet to reconcile investor inventory, general ledger balances, and capital statement activity to identify discrepancies in private equity values for the firm’s quarterly report• Processed journal entries and reconciled general ledger accounts, recommending necessary adjusting entries

• Matched and processed royalty reports to facilitate the payment and receipt of royalties• Developed a filing system for the international rights contracts received from The McGraw-Hill Companies’ acquisition of the National Textbook Company• Composed letters requesting missing royalty contracts from domestic and international publishing houses