Outsourcing in United States

DLA Piper LLP (US)

DLA Piper LLP (US) has a strong presence in the outsourcing space, with demonstrable expertise in the structuring and negotiation of complex ITO and BPO transactions for clients in the healthcare, tech, and insurance sectors. The firm’s scope of work is expansive, ranging from RFP development and content and process optimization to first-generation sourcing. Benefiting from its global network of lawyers, the department also adopts a multidisciplinary approach by collaborating with its strategic sourcing and digital integration teams. Global co-chair Vincent Sanchez, who works out of the Chicago and Los Angeles offices, is reputed for his know-how in tech acquisitions, digital transformation programs, and supply chain management. Co-heading the team alongside Sanchez is San Diego- and Chicago- based Gregory A. Manter, who primarily assists corporations with the technological elements of outsourcing agreements in addition to handling major ERP implementation agreements. Key contacts in Dallas include Mac Ferguson, who covers cloud computing transactions and the deployment of blockchain technologies, Brian Joe, who is skilled in negotiating complex software license and cloud services agreements, and Hays Thompson Haney, who handles the outsourcing of HR, finance, and accounting systems. San Diego-based Lana Turpie is recognized for her strengths in negotiating SaaS and consulting agreements, while Philadelphia contact Joanna Sykes-Saavedra helps international clients navigate SaaS subscriptions and clinical trial ventures.

Practice head(s):

Vincent Sanchez; Gregory Manter


Other key lawyers:

Mac Ferguson; Lana Turpie; Hays Thompson Haney; Joanna Sykes-Saavedra; Brian Joe


Testimonials

‘The team demonstrates deep knowledge of a very complicated area. I don’t know of any other firms that have the same expertise.’

Work highlights


  • Advised a global consumer goods company on the $100m+ outsourcing of finance and accounting functions.
  • Advised a leading provider of consumer skincare services on the outsourcing of network management services across its network of more than 1,100 franchised locations.
  • Advised a global provider of data center services on the $100m+ outsourcing of facilities management, project, and security services across multiple vendors.

Gibson, Dunn & Crutcher LLP

The strategic sourcing and commercial transactions team at Gibson, Dunn & Crutcher LLP routinely works with a host of major global brands in the insurance, logistics, healthcare, and hospitality sectors. Based in New York, industry veteran Stephen Nordahl co-chairs the practice and focuses on ITO and BPO transactions as well as advising on complex licensing and systems implementations. From the Los Angeles office, co-chair William Peters, who has demonstrable experience serving as corporate and general counsel to ITO and HR BPO service providers respectively, specializes in large-scale business transformation agreements, ERP implementation agreements, and software licenses. Palo Alto tech and patent licensing expert Carrie LeRoy also serves as a co-chair of the department. The New York office houses transactional attorney and co-chair Daniel AngelMeghan Hungate, and Ryan Oringer. Angel primarily represents clients in complex international outsourcing transactions in connection with infrastructure and network operations, Hungate handles outsourcing for a mix of public and private clients, while Oringer is recognized for advising emerging companies on structuring tech-related commercial transactions. In Los Angeles, Kari Krusmark demonstrates strengths in the structuring and negotiation of cloud services agreements and application development services.

Practice head(s):

Stephen Nordahl; William Peters; Daniel Angel; Carrie LeRoy


Other key lawyers:

Meghan Hungate; Kari Krusmark; Ryan Oringer


Testimonials

‘The best in the business in outsourcing and complex technology and business process optimization.’

‘Deep knowledge, tireless work ethic, creative solutions, patience, and client first orientation.’

Key clients

Marriott International, Inc.


American International Group


Optum360


GXO Logistics


Marsh & McLennan Companies


Prudential Financial


The Hertz Corporation


Omnicom Group


Enovis Corporation


General Electric


Southern California Edison


Work highlights


  • Advised Marriott in connection with several outsourcing and technology transactions, including a digital transformation project to replace and modernize various core technology systems.
  • Advised American International Group on a variety of technology and outsourcing matters.
  • Advised Optum360 on structuring and negotiating business process outsourcing agreements with multiple clients.

Mayer Brown

At Mayer Brown, the outsourcing department handles an extensive scope of matters, ranging from ITO and BPO transactions as well as managed services outsourcing agreements to contract interpretation. The firm also displays strengths in advising on HR outsourcing, legacy and emerging technology procurement, data protection, and site services outsourcing matters. Brad Peterson spearheads the firm’s global tech and IP transactions practice and illustrates expertise in supply chain arrangements, AI solutions and data monetization projects. Peterson also assists clients with platform and marketplace services and projects involving the development and commercialization of emerging technologies. Marina Aronchik's practice centers around digital services and data sharing agreements, while Joe Pennell is a trusted adviser for issues relating to digital transformation as well as ERP and blockchain transactions. Paul Chandler is entrusted by clients to handle the development, implementation, and distribution of software, in addition to the creation of OSS policies. Stationed in both the Palo Alto and San Francisco offices, Rohith George is recognized for his work in negotiating and executing SaaS agreements as well as assisting with IT issues relating to complex corporate transactions. Unless otherwise mentioned, all listed individuals are based in Chicago.

Practice head(s):

Brad Peterson


Other key lawyers:

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


Testimonials

‘Mayer Brown did a fantastic job for us on a huge technology outsourcing agreement. It required intense subject matter expertise, coordination, and project tracking. After working with a number of top firms, Mayer Brown has been the most impressive when it comes to contract negotiations.’

‘Joe Pennell and the team put on an absolute master class in contract negotiations and drafting. Joe had a client-first mentality and was able to translate the gap between legal and business needs with ease. I’ve never seen a more complicated agreement that was handled with such professionalism and expertise.’

Key clients

Los Angeles Clippers


Sasser Family Companies


Work highlights


  • Represented a global medical equipment and supply company in negotiating an outsourcing agreement for ITO, ADM, and AMS services.
  • Representing Sasser Family Holdings, Inc., a Sasser Family Company, in a staff augmentation outsourcing with Cloudstaff USA LLC.
  • Advised a provider of retail technology and SaaS solutions on outsourcing product engineering, ADM, IT F&A, procurement and other BPO functions.

McDermott Will & Emery LLP

Acting for domestic and international clients alike, the growing outsourcing team at McDermott Will & Emery LLP counts service providers as well as domestic and international buy-side corporations amongst its key roster of clients. The firm handles sophisticated outsourcing projects involving AI technology and blockchain-powered projects, and has illustrated niche expertise in advising healthcare providers on revenue cycle management outsourcings. The team is jointly led by Shawn Helms, who has a strategic focus on complex ITO, BPO, and cloud computing arrangements, and Jason Krieser, who is a key contact for tech development, SaaS, and licensing matters. Industry veteran David Guedry has a depth of experience in managing complex IT outsourcing agreements for leading tech providers, while Heather Bethancourt assists healthcare providers with a wide range of transactions. Caitlin Howe’s scope of work includes cloud computing, e-commerce arrangements and service agreements, while Raja Chatterjee focuses on domestic and cross-border commercial transactions. The department is further strengthened by the recent arrival of Los Angeles-based Matthew King, who frequently negotiates IP and IT transition services agreements, from Gibson, Dunn & Crutcher LLP. Unless otherwise stated, all individuals are based in Dallas.

Practice head(s):

Shawn Helms; Jason Krieser


Other key lawyers:

David Guedry; Heather Bethancourt; Matthew King; Caitlin Howe; Raja Chatterjee


Testimonials

McDermott Will & Emery LLP has an exceptional team. They are experts in their field and are highly available. They are very business minded.’

They are exceptionally competent. They care about our business and delivering successful outcomes for us. They always treat us more than fairly, and we have built great personal relationships as well. We would recommend Shawn Helms, Caitlin Howe, and Heather Bethancourt.’

Key clients

Amadeus


Caterpillar


Cognizant


Duke University


Hertz


Johnson & Johnson


Marriott


Meta


United Services Automobile Association


Valley Health


Work highlights


  • Acted for Marriott International on a series of outsourcing transactions that will oversee the replacement of Marriott’s internal reservations system and property management systems to vendors such as Amadeus and Agilsys.
  • Advised Shutterstock on forming a partnership with OpenAI.
  • Advised Gulf States Toyota on an outsourcing transaction, which entails Kyndryl taking over Gulf States Toyota’s extensive data center services operation.

Morgan, Lewis & Bockius LLP

Morgan, Lewis & Bockius LLP enjoys a first-rate reputation in the outsourcing space and regularly leads in high-revenue, complex and innovative transactions. The firm attracts a roster of blue-chip brands and corporations both domestically and internationally. Working across both the firm’s Philadelphia and New York offices, Barbara Melby routinely advises on the structuring of outsourcing relationships, risk mitigation strategies for privacy matters, and the development of contract terms. Melby additionally has niche expertise in advising on outsourcing agreements in connection with emerging technologies in the robotics space. Co-leading the practice alongside Melby is Boston-based Doneld Shelkey, who leverages his expertise in cloud computing, NFTs, and blockchain to advise on technology transactions. Vito Petretti, based in Houston, is reputed for his skill in handling international outsourcing service agreements and assisting with asset and service transitions. Pittsburgh-based Peter Watt-Morse is recognized for his know-how in curating ITO and BPO strategies, especially for clinical trial services. Philadelphia based duo Christopher Archer and Katherine O’Keefe are further notable practitioners within the group: Archer primarily covers digital transformations and modernization activities, while O’Keefe assists clients with the AI and cloud elements of commercial transactions.


Practice head(s):

Barbara Melby; Doneld Shelkey


Other key lawyers:

Vito Petretti; Peter Watt-Morse; Christopher Archer; Katherine O’Keefe


Testimonials

‘The team brings extremely deep expertise around IT and Business Process Outsourcing with knowledge of key terms, leading mechanism to work with managed services providers, while bringing structure and drive to achieve business results in record timelines.’

‘Barbara Melby’s expertise and program management were critical to successful completion of a large outsourcing deal. Barbara’s knowledge of the market and specific outsourcing providers made the process simple and expedient.’

Key clients

AmerisourceBergen


Becton Dickinson


Elevance


Embecta


Genpact


Merck


Morgan Stanley


Sabre


SEI


Vanguard


Work highlights


  • Advised Becton Dickinson in connection with various strategic ITO and BPO transactions.
  • Advised Elevance Health in connection with its strategic ITO transactions with IBM and Kyndryl.
  • Advised Genpact on multiple strategic transactions.

Pillsbury Winthrop Shaw Pittman, LLP

With a client base encompassing major multinational corporations in the life sciences and financial services sectors, Pillsbury Winthrop Shaw Pittman, LLP is well-positioned to handle SaaS, cloud, and blockchain matters as well as ERP implementations. Notably, the outsourcing department prides itself on its integrated transactional and consulting offering, which results in a holistic service for its clients. Working from both the firm’s Austin and New York offices, Elizabeth Zimmer serves as the global head of the global sourcing and technology transactions practice. Zimmer is well-versed in complex ITO and BPO transactions and frequently assists with the integration of generative AI technologies. Aaron Oser specializes in complex global outsourcing relationships and enterprise-wide licensing agreements, while Mario Dottori often assist service providers with SaaS templates, back-office IT services, and strategy development. Brian Bodor advises government sector clients on cloud-based services and transformational project work, and specialist James Alberg represents customers in cross-border software licensing, ITO, and BPO projects. Brooke Daniels' healthcare industry expertise makes her well-placed to handle revenue cycle management deals for Fortune 500 companies. Benjamin Dean is recognized for his work in tech licensing and cloud computing deals. Based in Austin is attorney John Barton, whose scope of work covers real estate and credit card processing outsourcing transactions. All contacts are Washington DC-based unless otherwise stated.

Practice head(s):

Elizabeth Zimmer


Other key lawyers:

Aaron Oser; Mario Dottori; Brian Bodor; James Alberg; Brooke Daniels; John Barton; Benjamin Dean; Andrew Caplan; Brittney Sandler


Testimonials

‘The Outsourcing Practice has expertise negotiating outsourcing deals with large service providers and provides pragmatic and timely advice to clients. The partners and associates are knowledgeable, pleasant to work with and responsive.’

‘I have engaged Elizabeth Zimmer at three companies. She is very responsive and always willing to assist her clients. She understands her client’s needs and staffs smatters accordingly. She works very closely with her associates who are also very responsive, knowledgeable, and helpful.

‘John Barton is a rare blend of tech guru and practical lawyer. We have come to completely rely on him for all our complex technology agreements.’

‘Brittney Sandler is outstanding at managing a multitude of internal and external stakeholders.’

‘This team is very knowledgeable, professional and efficient.’

‘The team members have an excellent sense of what is market and what is off market, which is invaluable intel when doing transactions.’

‘A solid outsourcing team who have developed a good working knowledge of our business and bring pragmatic solutions to the table. A trusted advisory team that communicates well and show exceptional matter management skills.’

‘Liz Zimmer is a trusted advisor, and she delivers quality work on time while providing proactive guidance and clear matter management.’

Key clients

Allspring Global Investments


Banco Popular


FirstBank Puerto Rico


Ministry Brands


Office Depot


Xerox Corporation


Amherst Group


EmblemHealth, Inc.


Figment


Kasasa


Synchrony Bank


Tebra


Triple-S (Blue Cross Blue Shield Puerto Rico)


Q2 Software


Clover Health


Iodine Software


Vanilla Technology


Hatch Bank


Catalyst Spirits


Baker McKenzie LLP

The Chicago-based team at Baker McKenzie LLP counts digital transformations, integration and maintenance agreements, and systems procurement within its scope of work. Recognized for its track record in advising global domestic companies on ITO and BPO transactions, the firm also handles data security issues and matters related to e-commerce, social media, and online communication. The department is jointly led by specialist Peter George and expert Samuel Kramer. George covers complex business transactions, robotic process automation, and cross-border sourcing transactions involving accounting and finance, while Kramer is engaged by clients to handle IT procurement work, supply chain agreements, supply chain integration, and fintech projects. Michael Mensik is experienced in counselling companies on the structuring and negotiation of sourcing arrangements within the IT and data privacy spaces. Adam Aft is well-versed in back-office transformations and advising corporations on new trends driving businesses, including AI and data monetization.

Practice head(s):

Peter George; Samuel Kramer


Other key lawyers:

Michael Mensik; Adam Aft


Hunton Andrews Kurth LLP

The global outsourcing and technology practice at Hunton Andrews Kurth LLP continues to advise on the full spectrum of matters, ranging from complex ITO and BPO transactions and outsourcing agreement negotiations to software compliance audits. The department also demonstrates strengths in various forms of outsourcing. including IT, procurement, SaaS, accounting, and cloud computing, in addition to handling novel projects related to AI, machine learning, and data monetization. Jeffrey Harvey spearheads the division and demonstrates tenacity in negotiating and documenting global, large-scale, and complex BPO and ITO transactions, often for Fortune 100 clients. Randall Parks is recognized for his skill in assisting corporations with high-value tech outsourcing projects, while Andrew Geyer leads on complex multi-tower outsourcing transactions. Christina Edwards primarily advises on the negotiation of various tech agreements, while Sharon Harrington handles outsourcing arrangements for luxury goods and investment firm clients on major outsourcing mandates. From the Washington DC branch, Cecilia Oh is reputed for covering the department’s work in fintech and mobile payments, while Jessica Yeshman advises clients from the retail, financial services, and food and beverage sectors. Unless stated otherwise, all individuals are based in Richmond.

Practice head(s):

Jeffrey Harvey


Other key lawyers:

Randall Parks; Andrew Geyer; Cecilia Oh; Christina Edwards; Sharon Harrington; Jessica Yeshman


Testimonials

‘The firm has a broad and effective team with a deep bench. They were able to bring together people that managed litigation, provided advice on how to renegotiate a contract with a supplier, and address issues as they arose on a weekly (and sometimes daily) basis.’

‘Jeffrey Harvey is exceptional, as are Andrew Geyer and Christina Edwards.’

‘We chose Hunton’s outsourcing practice because of their strong reputation and experience with negotiating SaaS agreements. Because of their extensive experience, they could not only provide guidance on the subject matter but also the negotiating strategies we could expect from the counterparties.’

‘Jeffrey Harvey is outstanding. He provided practical advice for us and our internal business clients. He was able to identify market and non-market terms in our agreements. Jeff has both a tough and reasonable approach to negotiating.’

‘Jeffrey Harvey’s deep knowledge of the industry sets him apart from other counsel. Also, he is skilled at identifying and explaining technical legal issues for non-tech lawyers and business teams. We absolutely will hire Jeff again.’

‘This is our go-to team on technology outsourcing matters. They are an expert team, with many years of industry experience and market know-how. Their advice is always on-point, as well as practical. You can count on them to help you get the deal done.’

‘Cecilia Oh knows this industry inside and out, with many years of experience in negotiating outsourcing arrangements in the financial sector and other industries. She is an adept negotiator able to finalize transactions that are challenging and on aggressive timetables. Cecilia does an excellent job in advising her clients and obtaining positive and practical results.’

Key clients

Ashland Inc.


Association of International Certified Professional Accountants


Baylor Scott & White Health


Medica Holding Company


ScanSource, Inc.


United Community Bank


Work highlights


  • Advised a US utilities provider on outsourcing and IT transactions, including multiple call center transactions and the procurement of large-scale ERP systems.
  • Advised a global pharmaceutical company on multi-tower and multi-country outsourcing.
  • Advised a Fortune 200 company on several large-scale outsourcing and technology transactions, including data center, network, and security outsourcing, and multiple e-commerce deals.

Kilpatrick Townsend & Stockton

The technology, privacy and cybersecurity team at Kilpatrick Townsend & Stockton is well-equipped to advise on BPO and ITO transactions in addition to handling transformational outsourcings and ERP implementations. The practice maintains a large roster of Fortune 50 clients who benefit from its multidisciplinary approach through its frequent collaboration with the firmwide data privacy, employment, and tax teams. The offering is jointly led by experts Joshua Ganz and Amanda Witt. Ganz concentrates on strategic outsourcing transactions, cloud and digital transformations, and SaaS projects, in addition to counselling clients on transactions involving AI, blockchain, and automaton, while Witt focuses on licensing and procurement deals, information security, and novel deals in connection with the Internet of Things. From the Washington DC office, Sonia Baldia is highly regarded for her expertise in global sourcing, e-commerce, and cloud computing procurement mandates. Dallas-based James Steinberg primarily advises on application development, cloud agreements, and data licensing matters. Clients come to Farah Cook for assistance in IP and SaaS-centered commercial agreements. Maha Khalaj and  Jeffrey Connell are further notable practitioners within the department. Unless otherwise mentioned, all practitioners are based in Atlanta.

Practice head(s):

Joshua Ganz; Amanda Witt


Other key lawyers:

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


Kirkland & Ellis LLP

Kirkland & Ellis LLP’s Chicago-based practice advises on an extensive range of matters, including ITO and BPO transactions, strategies for digital transformations, strategic alliances, commercial agreements, and licensing. Engaged by both customer and service providers, the firm is recognized for its experience in the healthcare, financial services, and utilities industries. Neil Hirshman offers expertise in the software development, patent, and tech licensing spheres and is recognized for his ability to handle both domestic and cross-border projects. Industry veteran Gregg Kirchhoefer concentrates on transactional matters, often handling issues in the software and telecoms spaces. Clients regularly rely onTodd Herst for assistance with licensing arrangements and the negotiation of complex tech and data transactions. Kevin Jacobsen‘s scope of work extends to IP-related transactions, in addition to handling transfer agreements and SaaS agreements.

Other key lawyers:

Neil Hirshman; Gregg Kirchhoefer; Todd Herst; Kevin Jacobsen


Key clients

Charter Communications, Inc.


SSM Health


Huntsman


Work highlights


  • Advised Charter Communications, Inc. on its joint venture with Comcast Corporation to develop and offer a next-generation streaming platform on a variety of branded 4K streaming devices and smart TVs.

Loeb & Loeb LLP

Loeb & Loeb LLP has a robust record in ITO and BPO work as well as in legacy outsourcing and next-generation sourcing transactions, particularly in the fields of cloud-based solutions, machine learning, AI, and robotic process automation. Clients in the healthcare, insurance, and real estate sectors benefit from the team's holistic approach, bolstered by collaboration with lawyers from the firm's digital media, IP, and payment technology teams. The well-established Kenneth Adler spearheads the practice and handles complex national and global outsourcing transactions, with particular strengths in outsourcings related to infrastructure, call centers, and financial services. Adler is also well-versed in deals realted to cloud computing and multi-sourced environment strategies. Akiba Stern’s scope of work extends to the structuring and implementation of commercial strategies, in addition to strong BPO work for financial services institutions and investment banks. Benjamin Kabak is a trusted advisor for ITO and BPO transactions, working closely with clients in the healthcare and personal care sectors. From the Chicago branch, Liz Allen‘s core strengths include matters relating to media, advertising, and tech, while Alison Pollock Schwartz is reputed for her work involving the development of RFP strategies, contract negotiation strategies, and post-execution risk management. Listed lawyers are based in New York unless stated otherwise.

Practice head(s):

Kenneth Adler


Other key lawyers:

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


Morrison Foerster

Situated within a globally integrated network, the team at Morrison Foerster handles complex outsourcing transactions involving cloud computing, emerging technologies, and data analytic tools. With sector expertise in logistics, insurance, and healthcare spaces, the firm also demonstrates skill in the fintech industry. New York’s Vivian Hanson chairs the sourcing practice and covers global ITO and BPO deals in addition to advising on SaaS agreements and IP licenses. Aaron Rubin chairs the tech transactions group in San Francisco and focuses on advising established and emerging companies on consumer electronics and AI deals. Boston-based Matthew Karlyn demonstrates commercial life sciences know-how and assists clients with business transactions related to the procurement and commercialization of life sciences and tech products. In New York, Joan Warrington’s scope of work includes retail financial services and emerging payment agreements, while Anthony Ramirez negotiates a wide range of outsourcing deals and content and data licenses.


Practice head(s):

Vivian Hanson


Other key lawyers:

Aaron Rubin; Matthew Karlyn; Joan Warrington; Anthony Ramirez


Key clients

Royal Caribbean


Work highlights


  • Advised Royal Caribbean in connection with its co-brand credit card relationship with the Bank of America, and its merchant processing arrangements with Fiserv, Bank of America, Worldpay, and American Express.

Wiggin and Dana LLP

At Wiggin and Dana LLP, the strategic sourcing and technology team regularly illustrates its expertise in representing the suppliers of outsourced business process services, digital transformation tools, and cloud computing. The team is well-regarded for acting on the structuring and negotiation of both offshore and onshore outsourcing and tech transactions, working with a diverse roster of India-based and US-headquartered global service providers. New Haven-based Mark Heaphy heads the offering and is a go-to advisor for the firm’s Indian corporate clients, who turn to Heaphy for advice on software licensing and digital transformation projects. In Stamford, Tamia Simonis demonstrates strengths in global outsourcing projects and frequently negotiates complex ITO and BPO transactions both domestically and across Europe and Asia. New Haven-based lawyer George Kimball is a notable practitioner within the group.

Practice head(s):

Mark Heaphy


Other key lawyers:

Tamia Simonis; George Kimball


Testimonials

‘The lawyers at Wiggin & Dana LLP have deep industry experience, with a unique position in representing suppliers. The firm stays up to date on legal trends and issues, such as AI. Wiggin & Dana is distinguished by its delivery of business-oriented and practical advice, as well as its smooth working relationship with in-house counsel.’

‘Mark Heaphy is a leader in the outsourcing field. He provides business-oriented advice supported by broad and deep knowledge of relevant legal issues. He has long standing relationships with key industry leaders – these established interpersonal relationships help during the negotiation stage.’

‘This practice is unique as it understands cross-border issues surrounding global outsourcing. The team is innovative when it comes to best practice and new concepts.’

‘Mark Heaphy and the team at Wiggin & Dana LLP have been great partners over the years. They are analytical, business-oriented, and find solutions efficiently.’

WilmerHale

WilmerHale’s outsourcing team acts for a roster of banking, financial services, and insurance sector clients on both domestic and international deals. The firm handles traditional outsourcing transactions, newer multi-vendor strategies, deals realted to emerging technologies, and the incorporation of cloud sourcing models. Industry veteran Robert Finkel is based in New York and has extensive experience in representing major corporations in complex outsourcing deals. Finkel also frequently structures and negotiates complex service arrangements. From the Boston office, Ariel Soiffer handles ITO and BPO work and regularly assists clients with transactions involving AI, cybersecurity, and IP elements.

Practice head(s):

Robert Finkel


Other key lawyers:

Ariel Soiffer


Key clients

Blue Apron


Cantor Fitzgerald


Citibank


Huntington Ingalls Shipbuilding


Larsen & Tourbo


Altafiber


Mosaic Insurance


Temenos


UBS


Barclays


Intuit


Work highlights


  • Represented Blue Apron in various matters, including a production and fulfilment agreement, a technology license and retail license agreement.
  • Represented Mosaic Insurance in connection with its partnership with DXC Technology, which involved an outsourcing deal and technology licensing matters.
  • Represented Cantor Fitzgerald in a full-scope business process outsourcing transaction with Genpact.

A&O Shearman

Working across several sectors, the team at A&O Shearman represents both buy- and sell-side clients on a range of complex outsourcing and procurement transactions. Advising both startups and Fortune 500 companies alike, the firm covers various tech-related agreements, including cloud computing, the implementation of ERP solutions, and software licensing agreements. The offering is jointly led by New York-based Adam Chernichaw, who concentrates on ITO and BPO transactions as well as cloud and SaaS arrangements, and Silicon Valley’s Daren Orzechowski, who focuses on IP strategy work and digitalization projects in various tech industries. Alex Touma, based in San Francisco, handles transactions involving tech licensing, gaming, and software.

Practice head(s):

Adam Chernichaw; Daren Orzechowski


Other key lawyers:

Alex Touma


Clifford Chance

Having hired a significant team from Pillsbury Winthrop Shaw Pittman, LLP in 2023, the rapidly growing outsourcing and complex contracting group at Clifford Chance is well-positioned to handle in business critical and complex contracts within the domestic and global market. The firm operates across the fintech, retail, and financial services sectors, where it regularly handles digital transformation initiatives. Meighan O’Reardon’s scope of work includes advising Fortune 500 companies on strategic outsourcing projects, software licensing arrangements, and data privacy measures, while James McPhillips covers SaaS transactions and negotiates procurements of generative AI products. Ash Masrani handles various tech arrangements, including data center outsourcing and cloud computing arrangements. In New York, Vipul Nishawala assists suppliers and financial institutions with maintenance and development agreements in addition to handling strategic HR outsourcings. Unless otherwise mentioned, all named individuals are based in Washington DC.


Practice head(s):

Devika Kornbacher


Other key lawyers:

Meighan O’Reardon; Vipul Nishawala; James McPhillips; Ash Masrani


Testimonials

‘The team is very knowledgeable, professional, and efficient.’

‘The team members have an excellent sense of what is market and what is off market, which is invaluable intel when doing transactions.’

Kelley Drye & Warren LLP

At Kelley Drye & Warren LLP, the technology transactions and sourcing practice demonstrates skill in complex commercial agreements relating to SaaS platforms, emerging technologies, and the implementation of data analytic tools in digital platforms. Chicago-based practice head Michael Ryan specializes in the negotiation of various service agreements for clients in the insurance, healthcare, and e-commerce sectors and also routinely handles complex ITO and BPO transactions. From the New York office, Deepak Nambiar, who also chairs the firm’s India practice group, concentrates on tech-related outsourcing deals and represents major corporations in system integration projects and enterprise software licensing agreements.

Practice head(s):

Michael Ryan


Other key lawyers:

Deepak Nambiar


Key clients

West Monroe Partners


Invacare Holdings Corporation


Experian Information Solutions


i.c. stars


National Accounting Firm


Market Rebellion


Work highlights


  • Assisted West Monroe Partners with several matters, including the use of AI by its clients, the launch of new software products, and advising the client on its international expansion.
  • Advised Invacare on negotiating an agreement for the implementation of an enterprise resource planning software solution for its North America operations.
  • Advised Market Rebellion on various technology contracting matters and in connection with IT-outsourcing agreements.

Nelson Mullins Riley & Scarborough LLP

The outsourcing practice at Nelson Mullins Riley & Scarborough LLP regularly undertakes ITO and BPO work in addition to handling business transformations for a range of global blue-chip companies in the luxury goods, automotive, and financial services sectors. From the Nashville office, Geoffrey Vickers concentrates on cross-border sourcing and managed services arrangements, while Jason I. Epstein regularly assists corporate end users with the outsourcing of fintech and healthech services. In the New York branch, Ed Hansen’s scope of work includes digital transformations and ERP implementations, while Val Paverd is a go-to contact for managed services agreements. Greenville-based Daniel C. Lumm covers work relating to open-source software, emerging AI concerns, and cloud services.

Practice head(s):

Geof Vickers; Jason Epstein; Ed Hansen; Val Paverd


Other key lawyers:

Daniel Lumm


Testimonials

‘The Nelson Mullins Riley & Scarborough LLP practice is comprised of highly competent and qualified individuals. They work in an efficient manner. Their knowledge of the tech sector, the competitive landscape, and the main vendors in the space make them an invaluable partner in the BPO and ITO space.’

‘The partners and associates are committed to providing excellent, practical, and real-world advice and intel. They have excellent communication skills, are professional in their interactions with clients and vendors, and deliver high quality work. They always meet their deadlines and come very well prepared to internal and external meetings and negotiations.’

‘Jason Epstein is my go-to for support on strategic tech deals.’

Norton Rose Fulbright

Norton Rose Fulbright’s Atlanta-based team has a well-rounded outsourcing practice capable of handling both traditional and digital ITO and BPO transactions domestically as well as in Europe and Asia. The firm adopts a customer-side focus and regularly undertakes work relating to cloud migration and the negotiation of service agreements. Co-head Sean Christy assists with outsourcing transactions within the financial services and hospitality sectors, while co-head Chuck Hollis handles digital outsourcing arrangements. Tim Carlton concentrates on strategic outsourcing arrangements in regulated industries in addition to handling SaaS agreements and AI-related projects. Derek Johnston primarily counsels public and private companies on deals in the life sciences and tech industries, and Michelle Meiselman serves as global support for the implementation of ERP and cloud services.


Practice head(s):

Sean Christy; Chuck Hollis


Other key lawyers:

Tim Carlton; Derek Johnston; Michelle Meiselman


Work highlights


  • Advised Red Robin Gourmet Burgers on the restructuring of its contract intake, negotiation, management, governance and administration processes.

Arnold & Porter

In the outsourcing arena, Arnold & Porter has ample experience in the computer, financial services, and media sectors, often representing both providers and customers in ITO and BPO transactions. Working from the San Francisco office, tech transactions practice group head Thomas Magnani advises on matters at the intersection of tech, entertainment, and IP, frequently handling SaaS agreements and enterprise software licenses. New York-based Jenna Levy assists clients with the negotiation and drafting of agreements which involve the commercialization of new products and technologies. Denver-stationed Pantea Garroussi is frequently engaged by clients for advice on emerging technologies.

Practice head(s):

Thomas Magnani; Jenna Levy


Other key lawyers:

Pantea Garroussi


Key clients

Fullpower Technologies


The Saul Zaentz Company


Analytic Partners


Rodan + Fields, LLC


Cognizant/Project Two Trees and Project Pearl


Lummus Technology


Work highlights


  • Advised Fullpower Technologies on a number of strategic partnerships, including with NIKE, Tempur Sealy International, and Serta Simmons Bedding.
  • Advised The Saul Zaentz Company on the $395m sale of Middle-Earth Enterprises to Embracer Freemode Iconic Holding Inc, a subsidiary of the Swedish gaming company Embracer Group.
  • Advised Rodan + Fields on the negotiation of a strategic, long term managed IT services agreement, in addition to advising on various online contracting issues.

Bracewell LLP

The Houston-based outsourcing practice at Bracewell LLP frequently advises on the structuring and negotiation of contracts for Texan clients in the commercial aviation, energy, and financial services sectors. Jeffrey Andrews heads the department and handles ITO and BPO transactions in addition to SaaS and telecoms service agreements, while litigator and tech specialist Jonathon Hance frequently represents plaintiffs and defendants in cases involving data confidentiality rights and also assists clients with data processing outsourcing work. Lucy Porter is a further key contact within the group and advises on data privacy solutions and the management of service agreements.

Practice head(s):

Jeffrey Andrews


Other key lawyers:

Jonathon Hance; Lucy Porter


Testimonials

‘We appreciate their creativity when it comes to finding solutions to adverse indemnity positions.’

‘The team has a deep understanding of the litigation implication of choices.’

Key clients

Oncor Electric Delivery Company LLC


Southwest Airlines Co.


The Holdsworth Center


Hines Interests Ltd Partnership


The Menninger Clinic


PTSD Foundation of America


Christian Brothers Automotive


Houston Hospice


Wellspring Consulting, LLC


Work highlights


  • Represented Southwest Airlines in the structuring and negotiation of strategic IT and telecoms agreements.
  • Advised Oncor Electric Delivery Company on structuring and negotiating strategic sourcing agreements for the supply of goods and services.
  • Advised Hines Interest Ltd on general IP and outsourcing matters.

Bryan Cave Leighton Paisner

At Bryan Cave Leighton Paisner, the outsourcing practice demonstrates a customer-side focus, and has ample experience in ITO and BPO transactions. Clients also come to the firm for assistance with cloud migration matters, the negotiation of SaaS agreements, and the drafting of AI-specific provisions in service agreements. Los Angeles-based Anne Friedman specializes in structuring and negotiating complex strategic outsourcing transactions and illustrates particular expertise in global outsourcing projects in the IT, maintenance, and software development spaces. In Atlanta, Michael Kent covers software licensing, maintenance and development agreements, while Denver-based lawyer Spencer Rubin assists with tech and IP transactions in the telecoms and healthcare industries.

Practice head(s):

Marcus Pearl


Other key lawyers:

Anne Friedman; Michael Kent; Spencer Rubin


Eversheds Sutherland

The Atlanta-based outsourcing department at Eversheds Sutherland leverages cross-departmental expertise by collaborating with its regulatory, IP, and data management teams to handle a diverse array of transactions. The practice is well-versed in advising on privacy considerations and licensing terms relating to SaaS offerings and cloud computing. Software and tech attorney Peter Quittmeyer heads up the practice and frequently leads renegotiations of outsourcing contracts. Quittmeyer maintains close connections with clients in the government sector as well as in the pharmaceuticals and insurance industries. Brian Murphy is a further key contact within the group and advises clients on outsourcing transactions related to digital commerce and payments.

Practice head(s):

Peter Quittmeyer


Other key lawyers:

Brian Murphy


Key clients

State of Georgia (Georgia Technology Authority)


Emory University (Drug Innovation Ventures at Emory, LLC)


Medlytix, LLC


Asbury Automotive


Work highlights


  • Advised the State of Georgia’s Accounting Office and the Department of Administrative Services on negotiating a multi-year outsourcing and SaaS procurement for a HR and financial services solution provided by WorkDay, valued at $180m.
  • Advised Emory University and its incubator Drug Innovation Ventures at Emory in connection with the licensing of its drug discoveries.
  • Assisted Asbury Automotive with licensing, SaaS solutions, and technology procurement, including dealership management systems and HR solutions.

Holland & Knight

At Holland & Knight LLP, the outsourcing and tech transactions department undertakes a broad range of ITO and BPO transactions, often working with financial services institutions, logistics companies, and global hospitality groups. James Paine chairs the practice from the Atlanta office and concentrates on cloud solutions, ERP licensing, strategic services arrangements, and IT infrastructure operations. Paine also advises on the outsourcing of finance and accounting and HR services. Also in Atlanta is corporate attorney Sarah Parker, who handles ITO matters, managed network services, tech licensing, and systems integration. Chicago-based Glynna Christian assists clients with strategic transactions involving blockchain and payment solutions.

Practice head(s):

James Paine


Other key lawyers:

Glynna Christian; Sarah Parker


Key clients

Academy Sports + Outdoors


Acosta


Aimbridge


Ally Bank


Amalgamated Bank


Bank of America


Beazer Homes


Brambles


7 Brew


Centene


Floor & Décor Outlets


GID Investment Advisors LLC


Windsor Property Management


G6 Hospitality


Hightower Advisors


HERC Rental


Intercontinental Hotels Group


Invesco


Morehouse College


McNair Group


Paradies Lagardere


Piedmont Healthcare Group


RaceTrac Petroleum


Secureworks


TaylorMade


TreviPay


US Sugar


Williams Sonoma


Work highlights


  • Advised a global hospitality company in connection with the negotiation of an amendment to an existing agreement with Amadeus, to provide for the transformation and migration of a guest reservation system.
  • Advised a supply chain logistics company in connection with the negotiation of agreements with TATA Communications Corporations and NTT Communications, to provide a global managed network services solution.