Firms To Watch: Outsourcing

Holland & Knight LLP‘s outsourcing and tech transactions team, led by Atlanta-based James Paine and supported by Sarah Parker, frequently works on outsourcing agreements in the hospitality sector, namely undertaking digital transformation and digital payment processing projects. The team also advises clients in the financial services, tech, health-tech and transport sector.

Outsourcing in United States

DLA Piper LLP (US)

DLA Piper LLP (US) leverages its global network to focus on tech transactions and outsourcing projects across multiple jurisdictions. Global medical devices and pharma companies call upon the firm for strategic guidance on master outsourcing services agreements and digital transformations. Global co-chair Vincent Sanchez, who works in the Chicago and Los Angeles offices, advises high profile clients across a range of sectors, including the energy, life sciences and TMT industries, on post-contract matters pertaining to implementation, governance, audits and disputes as a result of sourcing relationships. Sanchez is a go-to for digital transformation and supply chain management support. San Diego-based Gregory Manter works with financial institutions and services companies on software and ERP implementation agreements as well as network field services. Dallas-stationed senior attorney Brian Joe is experienced in negotiating software licensing, development, distribution and service agreements for clients in the manufacturing, telecoms and consulting industries, and supports Sanchez on global facilities management outsourcing deals for big tech clients. Associate Joanna Sykes-Saavedra, with former in-house counsel experience, guides multinational clients through balancing risks with creative solutions, and is particularly noted for her assistance to overseas wagering technology companies with their transactions with government agencies. Mac Ferguson and Lana Turpie, in Dallas and San Diego respectively, are key members of the team for SaaS negotiations and hyperscaler contracts.

Practice head(s):

Vincent Sanchez

Other key lawyers:

Gregory Manter; Brian Joe; Joanna-Sykes-Saavedra; Mac Ferguson; Lana Turpie


‘Privacy is mission critical for us, and it touches every aspect of what we do. The privacy group within DLA’s media, technology and telecoms practice truly understands, and has protected us and our individuals’ data in one novel area after another.’

‘DLA Piper assembles the teams and creates the documents efficiently, on the fly, and there has never been a specialty we needed for which they could not access expertise.’

‘Greg Manter stands out for creating highly practical contract relationships, simplifying things and designing measurable milestones.’ 

Gibson, Dunn & Crutcher LLP

Gibson, Dunn & Crutcher LLP’s strategic sourcing and commercial transactions group, predominantly based in New York and Los Angeles, is known for its experience in structuring and negotiating international and domestic IT and business process sourcing arrangements, including offshoring, shared services and strategic alliances. The firm frequently works with major companies in the hospitality, healthcare, insurance, asset management and beverages industries on digital transformation projects. Co-chair Stephen Nordahl, based in New York, assists clients, in the consumer products, energy, pharma, and financial services sectors, with complex licensing and system implementations, including infrastructure and applications developments. Los Angeles-stationed William Peters, also co-chair, leverages his general counsel experience at a leading HR BPO provider to guide clients on negotiating and structuring global business transformation agreements and ERP implementations. Data center operations, network operations and desktop support are areas of experience for Peters across an array of industries. Tech-related transactions specialist Daniel Angel, working from the New York office, supports start-ups and major technology-driven clients across finance, private equity, life sciences, energy and telecoms, in complex international transactions. Angel also is a name to note for supply and distribution agreements and servicing arrangements. Los Angeles-based Kari Krusmark is a go-to advisor for the full cycle of the outsourcing transaction, from the RFP stage to restructurings, disputes and terminations. Associate Meghan Hungate, in the New York office, routinely counsels clients, not limited to financial institutions, high-tech and media companies, on intersecting outsourcing, IP and licensing matters.

Practice head(s):

Daniel Angel; Stephen Nordahl; William Peters

Other key lawyers:

Kari Kursmark; Meghan Hungate

Key clients


Marriot International

Tenet Healthcare Corporation

Southern California Edison

Voya Financial


Stanley Black & Decker

Marsh & McLennan Companies

Welbilt, Inc.

Molson Coors Beverage Company

Mayer Brown

Mayer Brown’s outsourcing team assists with designing service contracting models, digital infrastructure transactions, tech service agreements and digital contracting agreements across a variety of sectors. The team advises buyers in the pharma, hospitality and investment banking industries as well as vendors of tech services. Chicago-based Brad Peterson, head of the global tech and intellectual transactions practice and co-head of the fintech industry group, advises clients on improving operation and business functions through licensing agreements with technology providers, also dealing with supply chain arrangements, such as help to build resilience, ESG goals and leveraged technology. Joe Pennell is the key contact for assistance with digital transformations regarding customer-facing platforms in the financial services, tech, insurance, pharma and retail industries. Linda Rhodes, in Washington DC, provides clients in the automotive and proptech space with digital migration, data and software advice. Rohith George, in San Francisco, is not only another key practitioner in the digital transformation space but also supports clients on post-closing transitions and integrations. Marina Aronchik is experienced in advising companies in the chemical industry on emerging tech agreements impacting supply chain arrangements. Paul Chandler supports clients create OSS policies and, on the implementation, as well as distribution of SaaS and machine learning.

Practice head(s):

Brad Peterson

Other key lawyers:

Marina Aronchik; Joe Pennell; Linda Rhodes; Paul Chandler; Rohith George


‘I had the privilege of working with Mayer Brown in Chicago on a large deal for a very large supplier over the Christmas holiday. They completely understood the technology that was potentially being purchased, how the technology worked and what were our risks.’ 

‘This practice is extremely knowledgeable and responsive.’

‘The practitioners are very personable and easy to work with and bring considerable experience to bear on contract matters to complete them in an efficient and pragmatic manner.’ 

‘The Mayer Brown technology team is always delving into relevant and current topics, providing me with helpful guidance and latest trends.’

‘The team delivers quality.’ 

Key clients

Automotive Coalition for Traffic Safety, Inc.


Digital contracting platform

George Weston Limited

Syracuse University

Work highlights

  • Advised a multinational pharmaceutical company, and its two subsidiaries, on two large-scale outsourcing transactions with a leading outsourcing service provider. The first was a “data center as a service” transaction including data center modernization and migrations. The second was an outsourcing of non-core portions of pharmacy and retail operations.
  • Advised George Weston Limited on the structuring and negotiation of a complex services agreement.
  • Represented Syracuse University on the negotiation of a transformative network services deal with JMA Wireless.

McDermott Will & Emery LLP

The Dallas-based team at McDermott Will & Emery LLP advises both high profile IT service providers and buyers on digital transformation projects, cloud-sourcing and application implementation as well as management deals. Clients in the healthcare and life sciences, aviation, automotive, insurance, retail and publishing as well as tech sectors routinely seek out the firm for its application developments, ERP platforms and revenue cycle management project assistance. Shawn Helms and Jason Krieser co-head the technology and outsourcing group- Helms is a key contact for handling outsourcing disputes regarding termination of traditional and tech-driven outsourcing relationships, and frequently works alongside Krieser on tech development and licensing matters pertaining to software, infrastructure and platform as a service transactions. David Guedry and Caitlin Howe are key names for the buying party in digital transformation and ERP implementation deals. Howe also supports Heather Bethancourt in matters concerning the enhancement of healthcare clients operational performance through outsourcing data analytics functions. Associate Raja Chatterjee is also a key practitioner in the team.

Practice head(s):

Shawn Helms ; Shawn Helms 

Key clients




Hyundai Autoever


New York Life Insurance Company

Spirit Aerosystems

Steward Health Care

University of Chicago


Work highlights

  • Advising Walgreens on the outsourcing aspects of updates to the company’s app products.
  • Assisted the University of Chicago with Oracle cloud implementation.
  • Advised the New York Life Insurance Company on the outsourcing arrangement with HP.

Morgan, Lewis & Bockius LLP

Morgan, Lewis & Bockius LLP is regularly the first port of call for leading outsourcing consultants, advising on negotiating platform modernising contracts, shifting from on-premises to cloud solutions and the implementation of emerging tech, such as AI, robotics and automation. Global leader of the tech, outsourcing and commercial transactions practice Barbara Melby, who works across the New York and Philadelphia offices, assists leading financial institutions, financial services companies, healthcare and life sciences clients as well as global outsourcing providers with high value, tech-driven transactions. Alongside Vito Petretti, Melby also advises leading outsourcing providers on transactions with buyers, including RFPs for complex finance and accounting outsourcing transactions, while Petretti supports clients in the life sciences, consumer products, retail and automotive industries on the full spectrum of issues that pertain to outsourcing transactions, for example, data rights, software licensing and ownership, service transition and liability allocation. Philadelphia based pair Christopher Archer and associate Kelli Boyle, are key members of the team. Archer is called upon by clients for the development of future strategies and negotiating long-term contract structures. Doneld Shelkey leverages his expertise in emerging solutions, such as cloud, data analytics, NFTs and blockchains to provide advice for major Silicon Valley giants. Rahul Kapoor, group leader of the Silicon Valley and San Francisco teams, works on corporate transactions focused on intellectual property and tech. Peter Watt-Morse is a go-to name for global investment management firms, while Katherine O’Keefe is routinely involved in the early phases of the outsourcing process, working with clients on the RFI and RFP processes. Michael Pillion has retired.

Practice head(s):

Barbara Melby; Doneld Shelkey

Other key lawyers:

Vito Petretti; Christopher Archer; Kelli Boyle; Rahul Kapoor; Peter Watt-Morse; Katherline O’Keefe

Key clients


Becton Dickinson

Elevance Health




Morgan Stanley




Work highlights

  • Advised Merck in connection with six-plus IT outsourcing transactions.
  • Representing Vanguard in connection with its transformative outsourcing transaction with Infosys.
  • Advising Elevance Health in connection with its strategic IT outsourcing transactions with IBM and Kyndryl.

Pillsbury Winthrop Shaw Pittman, LLP

Pillsbury Winthrop Shaw Pittman LLP‘s experienced outsourcing team, primarily based in Washington DC, is known for advising clients in the healthcare and financial services sectors on transformational BPO and BPaaS transactions as well as payment processing deals. The firm also advises financial institutions on negotiating technology transactions with big tech clients. Aaron Oser leverages strong connections and relationships with the outsourcing supplier community in order to assist clients across numerous industries with SaaS, fintech, blockchain, and ERP system implementation. Mario Dottori counsels blue-chip clients throughout the sourcing life-cycle, working on strategy development, transaction architecture and post-closing training on aspects of the agreement. Brooke Daniels is the key contact for investment firms for operating, infrastructure, telecoms, offshore application development and maintenance support. Austin-stationed Elizabeth Zimmer assists multinational corporate clients and local Austin companies with their movement to cloud-based tech, and is noted for her work at the cutting edge of software implementations regarding regulatory guidance platforms for financial institutions. Also in Austin, John Barton works on BPO and credit card outsourcing transaction and also undertakes real estate outsourcing transactions. Vipul Nishawala, in New York, develops RFIs and RFPs, conducting competitive negotiations and implementing supplier strategies. Back office and core function outsourcing mandates, such as master service and IT procurement agreements, for global retailers and banks forms a large part of Meighan O’Reardon’s practice. James McPhillips is the key contact for corporate clients seeking advice on cloud-enabled infrastructure. Experienced senior counsel James Alberg , Brian Bodor and associate Mia Rendar are key team members.

Practice head(s):

Aaron Oser, Elizabeth Zimmer; Mario Dottori; Vipul Nishawala

Other key lawyers:

John Barton; Brooke Daniels; Meighan O’Reardon; James McPhillips; James Alberg; Brian Bodor; Mia Rendar


‘Pillsbury’s experience in technology contracting in unparalleled. They are able to manage risk while understanding the importance of closing the deal.’

‘Pillsbury is my go-to contracting law firm.’

‘Brian Bodor is my contracting guru. Whenever I have an issue, Brian has either seen it or has amazing ideas on how to approach it. ‘The customer service is second to none. I keep Brian on speed dial.’

‘The depth of experience in the technology sector gives me great confidence in how Pillsbury approaches contracting.’

‘Exceptional client service and relationship management.’

‘Willing to think outside of the box to help clients in the long-term and create value in the relationship. Attentive to cost management, and trusted in taking an appropriate approach to a matter.’

‘Liz Zimmer is a solid and trusted advisor, and a thoughtful partner to the business.’

‘Mia Rendar is capable and astute rising star who is able to teach us as a client, provide a tailored approach and advice accordingly.’

Key clients

Allspring Global Investments

Banco Popular

FirstBank Puerto Rico

Molina Healthcare

Sumitomo Mitsui Banking Corporation

Xerox Corporation

State Street Bank and Trust Company

EmblemHealth, Inc.

Morgan Stanley

Blue Shield of California

Baker McKenzie LLP

Baker McKenzie LLP’s technology transactions team, co-led by Chicago-based Peter George and Adam Aft, regularly advises global and domestic companies on IT and business process outsourcing. George is known for assisting both buyers and vendors with multijurisdictional sourcing transactions including cloud migrations, revenue, HR and finance management systems, while global companies turn to Aft for advice on digital transformations, such as AI and data monetization matters as well as cloud and software agreements .The experienced Michael Mensik structures and manages companies internal and external sourcing arrangements on a local and international level, while Samuel Kramer is the main contact for clients in the financial services industry for complex licensing and supply chain agreements and fintech implementations.

Practice head(s):

Peter George; Adam Aft

Other key lawyers:

Michael Mensik; Samuel Kramer

Hunton Andrews Kurth LLP

Hunton Andrews Kurth LLP’s outsourcing team routinely undertakes multi-tower information tech and business process outsourcing matters, which includes various information management services and logistical support functions.  Jeffrey Harvey and Andrew Geyer lead global mandates, with the former the go-to for ITO and the latter the key contact for BPO. Randall Parks and Cecilia Oh, in Washington DC work alongside Harvey and Geyer on RFP and multi-vendor negotiations, with Oh also the main contact for clients in the financial services sector, providing advice on payment processing agreements, record management services and wealth management functions. Promoted to counsel in early 2022, Sharon Harrington and DC-based Jessica Yeshman are key names for clients in the retail, healthcare and financial services sectors. Senior associate Christina Edwards continues to be a key member of the team, drafting commercial, licensing and technology agreements. Watson Seaman is a key name to note for clients seeking advise on supply chain and business operations outsourcing transactions. Lawyers are in Richmond unless otherwise stated.

Practice head(s):

Jeff Harvey

Other key lawyers:

Andrew Geyer; Jeffrey Harvey; Cecilia Oh; Watson Seaman; Christina Edwards; Sharon Harrington; Jessica Yeshman


‘We worked with four different attorneys on different outsourcing agreements. Each attorney brought specific expertise to the work they did on our behalf.’

‘The team is familiar with all of the large players in IT outsourcing and therefore is familiar with the usual roadblocks and tactics used during negotiation with those large players.’

‘The team also understands what issues most frequently arise, and are able to drive to conclusion the more manageable issues so that time and attention can be spent on issues not so easily resolved.’

‘Jeff Harvey, Andy Geyer, Watson Seaman, and associate Christina Edwards each took ownership of the details of the different MSAs being negotiated. They took time to understand our needs, took time to explain the benefits and burdens of the arrangements being negotiated, worked under restricted time constraints and, in some instances, with lack of information from our business teams. They provided useful context based on their prior outsourcing experience, both on the front-end when the deal is being negotiated, and on the back-end after things sometimes have taken a negative turn.’

Key clients

The Association of International Certified Professional Accountants

Baylor Scott & White Health

OceanFirst Bank

Sunrise Senior Living

Work highlights

  • Advised the American Institute of Certified Accountants on key outsourcing matters.
  • Advised Baylor Scott & White Health on outsourcing, technology and commercial contracting matters.
  • Advised OceanFirst Bank on outsourcing and technology matters.

Kilpatrick Townsend & Stockton

Tech-oriented, research agreements and digital transformation outsourcing transactions are frequent mandates for Kilpatrick Townsend & Stockton‘s Atlanta-based tech, privacy and cybersecurity team. Co-leader Joshua Ganz advises clients across various industries on both domestic and cross-border technology-related transactions, including sourcing transactions, as-a-service agreements, strategic alliances, application managements and software licensing. Amanda Witt, co-leader, focuses on the acquisition and licensing of tech throughout the supply chain process of the client. Sonia Baldia, in Washington DC, is a key point of contact for companies, namely financial services and telecoms clients, on emerging tech, payment processing and digital transformations, both on the buyer and vendor sides. Clients also call upon Dallas-stationed James Steinberg for structuring and negotiating software development projects. A further name to note is Farah Cook, who works on intersecting IP and tech agreements, with a focus on content distribution and advertising. Senior associates Jeffrey Connell and Maha Khalaj are key practitioners in the team.

Practice head(s):

Joshua Ganz; Amanda Witt

Other key lawyers:

James Steinberg; Sonia Baldia; Farah Cook; Maha Khalaj; Jeffrey Connell


‘Highly responsive, subject matter experts, friendly team’

‘Farah Cook makes time for her clients, she explains the legal issues and the impact on the business, which empowers the client to make decisions regarding the contract’

‘Kilpatrick’s technology practice has a deep bench capable of handling all types of IT transactions and issues. We have relied on them to manage a wide variety of matters, all with differing complexities. The lawyers are always able to handle them to our complete satisfaction.’

Kirkland & Ellis LLP

Kirkland & Ellis LLP advises both customers and service providers in a range of industries, not limited to manufacturing, financial services, healthcare and energy, in ITO, BPO, digital transformations and transitions to as-a-service model. The team works on the full suite of mission-critical outsourced services for clients which encompasses master service agreements, revenue cycle managements, digital and innovative transformations as well as application developments. Co-leader of the practice Neil Hirshman is a specialist in handling multi-tower and multi-vendor transformational outsourcing deals. The experienced Gregg Kirchhoefer focuses on transactional matters involving computer, telecoms, biotech and intellectual property as well as corporate and commercial issues. Todd Herst and New York-based Shellie Freedman are the key contact for counselling on IP and tech aspects of merger and acquisition and other corporate deals, while Aaron Lorber represents clients in joint ventures and strategic alliances, such as IP licenses and supply chain agreements. Lawyers are in Chicago unless otherwise stated.

Other key lawyers:

Neil Hirshman; Gregg Kirchhoefer; Todd Herst; Shellie Freedman; Aaron Lorber

Key clients

SSM Health

Continental Casualty

CCC Intelligent Solutions Inc.

Nexus Capital Management LP

SK Capital

TowerBrook Capital Partners



Solera Holdings

Clayton, Dubilier & Rice

Charter Communications, Inc.

Work highlights

  • Advised SSM Health on strategic alliance with UnitedHealth Group, which includes a full suite of outsourced services relating to revenue cycle management, care transformation and digital health innovation.
  • Advised Clayton, Dubilier & Rice on its 2.5 billion dollars sale of Sirius Computer Solutions, a provider of secure, mission-critical technology-based solutions, to CDW Corp.
  • Advised Charter Communications on its joint venture with Comcast Corporation to develop and offer a next generation streaming platform  on a variety of 4K streaming devices and smart TVs.

Loeb & Loeb LLP

The team at Loeb & Loeb LLP frequently works on high-value BPO and ITO transactions in the healthcare and life sciences spaces, including application maintenance and IT infrastructure outsourcing with leading international IT service providers. The sizeable team advises clients from a range of industries, not limited to food and beverages, real estate, retail and automobile, on global outsourcing agreements. New York-based Kenneth Adler, chair of the practice, is experienced in handling the creation of and implementation of cloud computing, multi-sourced environments as well as the renegotiation and termination of existing outsourcing and IT-related agreements. Described by one client as a ‘standout’, Akiba Stern focuses on assisting financial services companies with asset management middle and back-office outsourcings. Chicago-basedAlison Pollock Schwartz develops RFP strategies, competitive supplier down-select processes, post-execution risk management and contract renewals for buyers and IT service vendors alike. Also in Chicago, Liz Allen is a key contact in intersecting media and tech matters, while Amir Azaran is a key contact for advice on SaaS, co-location and low-latency telecoms services outsourcing. Promoted to partner in February 2023, Benjamin Kabak is a key name to note.

Practice head(s):

Kenneth Adler; Amir Azaran

Other key lawyers:

Alison Pollock Schwartz; Liz Allen; Benjamin Kabak; Akiba Stern


‘The team at Loeb & Loeb understands the full universe of technology, systems integration and services.’

‘The lawyers are sharp and easy to work with. They do not overstaff their deals and most of the work they perform has full partner oversight.’

‘Their rates are still fair in a realm where fees have skyrocketed.’

‘Akiba Stern is no nonsense and approaches every deal with pragmatism. He can truly see the forest through the trees.’

‘Akiba Stern understands outsourcing and technology and focuses on what is important and not peripheral minutiae. He is a standout in the industry.’

Wiggin and Dana LLP

Wiggin and Dana LLP‘s strategic sourcing and tech transactions team provides a niche specialism as go-to advisors to the suppliers of outsourced IT, business-process and transformative services. The team, led by Mark Heaphy in New Haven, is frequently the first port of call for Indian-based and US-headquartered global service providers as well as industry-leading companies focused on specific services in certain industries, such as financial services, big data and transformations. In Stamford, Tamia Simonis undertakes global outsourcing arrangements and transactions from RFP through to post-contract support. Simonis and Heaphy advise service providers on ITO, BPO and application development and maintenance as well as digital migration transactions with financial services, insurance and healthcare and medtech companies. George Kimball, in Michigan, is a further key name to note.

Practice head(s):

Mark Heaphy

Other key lawyers:

Tamia Simonis; George Kimball


‘Of all opposing counsel in the outsourcing market, the Wiggin team is by far the most solution-oriented. Both we and our clients appreciate the ability to quickly get down to business with the commercial drivers underpinning the issues we are negotiating rather than debating theory and posturing.’ 

‘We have worked extensively with Mark Heaphy and Tamia Simonis. Mark is one of the best in the business and an ambassador for the industry and profession. We have had very positive experiences with Tamia as well.’

‘The Wiggin team is small yet effective, efficient and an exceptional group of well trained service-provider focused lawyers. Wiggin’s team of subject matter experts enable it to fully support clients on complex domestic and international issues.’

‘Mark Heaphy is one of the top five outsourcing lawyers in the U.S., if not the world. He has represented almost every top outsourced services provider in their most complex, multi-jurisdictional deals.’

‘Tamia Simmonis is also a standout partner that provides around the clock service to her client and is not afraid to burn the midnight oil to solve difficult legal issues.’

‘Easy to work with. Smart. Knowledgeable. Savvy.’


New Yok-based Robert Finkel and Ariel Soiffer, in Boston, are the key practitioners in WilmerHale‘s outsourcing practice. Finkel, a corporate and fintech specialist, advises international corporations and financial institutions in complex commercial transactions, including technology and outsourcing deals. Soiffer focuses on tech transactions and also works on mandates in the life sciences, machine learning and logistics spaces. The pair regularly advise international corporations on global outsourcing transactions, namely payment processing, cloud-sourcing, management platform and service agreement transactions. The firm also works on traditional supply-chain and business outsourcing matters.

Practice head(s):

Robert Finkel

Other key lawyers:

Ariel Soiffer

Key clients

Allegiant Air


Cantor Fitzgerald

Barclays Bank

McGraw Hill Education

Select Equity

Cincinnati Bell

CSL Behring

Mosaic Insurance

Casella Waste Systems

Work highlights

  • Advised Allegiant Air on an agreement with Viva Aerobus that will allow the ultra-low-cost airlines to offer codeshare nonstop US-Mexico flights.
  • Advising Mosaic Insurance in connection with its full scope outsourcing transaction with DXC.
  • Assisting Cantor Fitzgerald with the full scope BPO outsourcing transaction with Genpact.

Kelley Drye & Warren LLP

With Deepak Nambiar, chair of the firm’s specialist India practice group which sits in New York, Kelley Drye & Warren LLP is a frequent advisor to leading US and Indian companies in the AI, advanced analytics and wider technology space pertaining to outsourcing, tech, and corporate transactional assistance. Chair of the tech transactions and sourcing practice group Michael Ryan leads transactions involving the cloud, mobility and big data. The firm provides a full-service, advising both providers of outsourcing services and customers on SaaS and application development, and outsourcing payment processes.

Practice head(s):

Michael Ryan; Deepak Nambiar

Key clients

Experian Information Solutions

West Monroe Partners LLC

Vertical Web Media

Blaze Portfolio Systems

Market Rebellion

Land O’Frost

Work highlights

  • Assisted West Monroe with a variety of commercial contracting, intellectual property and dispute resolution matters, as well as data security and privacy matters.
  • Represented Experian Automotive in connection with multiple joint ventures related to the acquisition, deployment and cross-licensing of vehicle-related data.
  • Represented CCC Intelligent Solutions in a number of technology and outsourcing agreements, including joint ventures, software development agreements, outsourcing arrangements, and the launch of new SaaS products.

McGuireWoods LLP

McGuireWoods LLP‘s tech and outsourcing team, led by Rakesh Gopalan, a specialist securities and technology practitioner based in Charlotte, advises both product vendors and buyers of IT platforms on the full range of mandates, including ITO, BPO, ERP, SaaS and IoT implementations, integrations and deployments. Associate Casey Kuretich, in Pittsburgh, leverages her experience of reviewing, drafting, and negotiating commercial sales contracts, including reseller, distributor and service provider agreements for technology vendors in order to advise clients on SaaS licensing and outsourcing deals. The pair advise retailers, trading companies and distributors, asset management firms and healthcare companies on both offshore and onshore outsourcing deals.

Practice head(s):

Rakesh Gopalan

Other key lawyers:

Casey Kuretich

Work highlights

  • Represented a national publicly-traded retailer in its negotiation of a multimillion-dollar renewal and expansion of its point-of-sale system on the Oracle technology platform.
  • Represented a global investment management firm in the structuring of a comprehensive business process and information technology service outsourcing to two captive offshore services companies.
  • Represented a publicly traded, supply chain solutions company providing electrical supplies, logistics expertise and systems capabilities around the world, in a comprehensive technology outsourcing deal with a managed infrastructure services provider.

Morrison Foerster

With a US-wide and strong global reach, Morrison Foerster works on outsourcing mandates, including a wide range of cross-border matters. The group also frequently works on global ERP deployments, banking as a service and facilities management outsourcing mandates. Chair of the sourcing practice, Vivian Hanson, in New York, works on multijurisdictional intersecting IT and intellectual property matters across a variety of industries, including financial services and life sciences. Experienced senior of counsel Joan Warrington is a key contact for clients in the retail financial services seeking advice on payment processing and merchant services arrangements. San Francisco-stationed Aaron Rubin, chair of the tech transactions group, assists established and emerging tech-driven companies, namely SaaS, cloud computing, AR, AI and e-commerce clients. Matthew Karlyn, in Boston, is the go-to for clients in the life sciences space. Anthony Ramirez is a name to note for outsourcing transactions involving software development, machine learning and cloud-based technology.

Practice head(s):

Vivian Hanson

Other key lawyers:

Joan Warrington; Aaron Rubin; Matthew Karlyn; Anthony Ramirez

Allen & Overy LLP

Allen & Overy LLP advises start-ups and Fortune 500 companies, including international banks to major pharma companies, on complex tech projects and outsourcing transactions. A specialist in intellectual property transactional issues in fintech, payments and outsourcing, Adam Chernichaw, is experienced in IT and business process outsourcing, assisting clients in the financial services with the procurement of cloud sourcing services. A member of the firm’s global technology board, Keren Livneh, negotiates licensing, joint development, SaaS and IP arrangements for big tech, fintech and retail clients.

Practice head(s):

Adam Chernichaw

Other key lawyers:

Keren Livneh

Key clients

Altonomy Holdings Pte. Ltd.

Work highlights

  • Advised Altonomy on its sale to Group Holdings Inc.

Arnold & Porter

Representing both innovators and customers, spanning a wide array of industries including car manufacturers, banks and telecoms, forms a large part of Arnold & Porter‘s Los Angeles-based outsourcing practice. Head of the tech transactions practice Thomas Magnani advises clients at the intersection of technology, entertainment and consumer products, frequently working on M&A and sponsorship deals. Matthew Maccoby assists clients with BPOs, ITOs as well as the licensing and distribution of technology. Ira Moskatel is a key contact for technology transactions involving infrastructure, software developments, call centers and supply chain management. The arrival of Niket Rele, focused on global outsourcing transactions, in particular cross-border India-US transactions, from Reed Smith LLP in August 2022 signficantly bolstered the practice.

Practice head(s):

Matthew Maccoby; Ira Moskatel; Thomas Magnani


Other key lawyers:

Niket Reele

Work highlights

  • Representing a provider of employee screening services in connection with the renegotiation of its existing outsourcing relationship with a service provider in India, Malaysia and the Philippines as well as the termination of an earlier outsourcing agreement.
  • Advised a global automotive company on a pilot project, which includes outsourcing mandates.
  • Advised a provider of marketing measurement and optimization solutions in connection with the negotiation of SaaS and service agreements with Fortune 100 companies.

Bracewell LLP

Houston-based Jeffrey Andrews heads Bracewell LLP‘s outsourcing team, regularly advising Texan clients in the mining and aviation sector on SaaS outsourcing transactions. Technology litigation specialist Jonathon Hance represents both plaintiffs and defendants in disputes concerning the enforcement of intellectual property and data confidentiality rights, alongside the structuring of outsourcing contracts. Counsel Lucy Porter, who specialises in data privacy compliance and IP protection mandates, routinely supports Hance and Andrews on structuring service agreements and managed services.

Practice head(s):

Jeffrey Andrews

Other key lawyers:

Jonathon Hance; Lucy Porter


‘The team is very professional, knowledgeable and resourceful. They have helped us work on several agreements and contractual arrangements with confident drafting and negotiations.’ 

‘The practitioners are experts on their field and great negotiators.’

Key clients

Oncor Electric Delivery Company LLC

Major US airline

American Water Enterprises

The Holdsworth Center

PTSD Foundation of America

The Menninger Clinic

Hines Interests Limited Partnership

Work highlights

  • Advising a US airline on structuring and negotiating strategic IT and telecoms agreements, including premise software license agreements; cloud service agreements.
  • Advising Oncor Electric Delivery Company LLC on structuring and negotiating strategic sourcing agreements for the supply of goods and services, namely steel, cable, transformers, engineering services and field services.
  • Advising Holdsworth Center on IP and outsourcing agreements.

Davis Wright Tremaine LLP

Davis Wright Tremaine LLP‘s outsourcing practice is led by Washington DC-based Christopher Ford, who is known for representing companies in the financial services and tech sectors in commercial transactions. Additionally, outsourcing arrangements for customer service operations, HR services, payment platforms, help desk and data analytics functions form a key part of the practice. Ford routinely leads the team on business process and application acquisition deals. Other key practitioners in the team include William Schuerman, Jordan Thompson, Pete Johnson and Martha Phelps.

Practice head(s):

Chris Ford

Other key lawyers:

William Schuerman; Jordan Thompson; Pete Johnson; Martha Phelps

Eversheds Sutherland

Eversheds Sutherland‘s outsourcing team forms part of the firm's wider TMT group. Atlanta-based senior counsel Peter Quittmeyer leads the US tech and outsourcing practice, working on enterprise resource planning, IT outsourcing initiatives, as well as research and license agreements, and is a go-to name for clients in the data analytics healthcare space and advises data analytics service providers with partnerships. Also in Atlanta, fintech expert Brian Murphy adds a dimension to the practice, working with such clients on software and platform licensing and joint ventures.

Practice head(s):

Peter Quittmeyer

Other key lawyers:

Brian Murphy

Key clients

Georgia Technology Authority

Emory University

Medlytix, LLC

Work highlights

  • Advising Medlytix on establishing its service and distribution network and maintaining compliance with consumer credit and health care privacy regulatory schemes.
  • Represented Emory University in a range of high-level drug development and licensing projects.

Nelson Mullins Riley & Scarborough LLP

Nelson Mullins Riley & Scarborough LLP leverages its offices in New York and Nashville to advise clients on business critical and digital transformation projects in the techy, outsourcing, procurement and privacy spaces. New York-based pair, Ed Hansen and Val Gross, are key contacts for retail brands in the luxury goods industry for re-platforming the clients’ digital services and re-engineering global collaboration models. Jason I. Epstein and Geoffrey Vickers, both stationed in Nashville, advise clients on drafting and negotiating various BPOs and management services. The team also advises clients in the healthcare, accounting, manufacturing and energy sectors.

Practice head(s):

Geof Vickers; Jason Epstein; Ed Hansen; Val Gross

Hiring a significant team from Bryan Cave Leighton Paisner in April 2023, the Atlanta-based tech and commercial transactions group at Norton Rose Fulbright undertakes customer-side infrastructure modernization and digitalization mandates for insurance and pharma companies as well as consulting organizations. Georgia-stationed duo Sean Christy and Chuck Hollis advise customer side and select provider side traditional and digital outsourcing matters across a number of sectors, including financial services, hospitality, consumer products, retail, manufacturing and healthcare. Derek Johnston is known for his expertise in the financial services industry, while counsels Tim Carlton and Michelle Meiselmann are key contacts, with the former working on outsourcing agreements in regulated industries, namely healthcare and financial services, and the latter experienced in dealing with both offshore and onshore outsourcing transactions, including application developments and maintenances.

Practice head(s):

Sean Christy; Chuck Hollis

Other key lawyers:

Charlene McHugh; Tim Carlton; Derek Johnston; Michelle Meiselman


‘Sean Cristy and Tim Carlton exhibit patient listening and provide solutions.’ 

Key clients

Red Robin Gourmet Burgers

Work highlights

  • Advised on the restructuring of Red Robin’s contract intake, negotiation, management, governance and administration processes and acted as outside counsel in its strategic outsourced services arrangements, along with its other general commercial contract arrangements.