THE BOURNE FIRM
Experienced on-demand general counsel for small to mid-sized companies not yet ready for full-time general counsel.
- Purchases and Sales. Advised about, and documented, multi-million dollar purchases and sales of real property and other assets, including nondisclosure agreements, purchase and sale agreements, deeds, waivers, consents, disclosures, title, environmental and rights of first refusal. [ADDITIONAL EXAMPLES]
- Mergers and Acquisitions. Drafted and negotiated documents relating to mergers and stock and asset acquisitions and dispositions, including merger agreements, stock purchase agreements, asset purchase agreements, terms sheets, disclosure schedules and other transactional documents. [ADDITIONAL EXAMPLES]
Banking. Counseled concerning relationships with, products of, and regulations and technology impacting, domestic and international banks, including with respect to accounts, custody, trusts, estates, powers of attorney, indemnification, transfers, sweeps, swaps, overdrafts, deposits and loans. [ADDITIONAL EXAMPLES]
Finance. Advised concerning a broad array of finance transactions, including international and domestic credit facilities, term loans, notes, commercial paper transactions, lease financing, receivables sales, project financing, public offerings, unregistered offerings, shelf offerings and preferred stock offerings. [ADDITIONAL EXAMPLES]
Securities. Reviewed and advised regarding public company filings and matters, including Forms 10-K, 10-Q, 8-K, 3, 4 and 5 and Schedules 13D and 14A; listing with New York Stock Exchange; private equity investments; and the Sarbanes-Oxley Act of 2002. [ADDITIONAL EXAMPLES]
Investments. Provided practical advice, and created and implemented pragmatic process for analyzing and achieving business objectives, with respect to multifaceted domestic and global private equity, venture capital, real estate and emerging markets investments valued at over $1 billion. [ADDITIONAL EXAMPLES]
Corporate. Provided guidance regarding meetings of, and prepared materials for, boards of directors and their committees; managed shareholder meetings, notices and voting; advised regarding stock repurchase programs; collaborated with transfer agents and registrars; and maintained corporate records. [ADDITIONAL EXAMPLES]
Registrations. Devised, implemented and managed comprehensive process for registering and maintaining registrations for, companies throughout the country, including initial, annual and other filings. [ADDITIONAL EXAMPLES]
Government and Procurement.Drafted requests for proposals; advised regarding proposals, disclosures and conflicts; and analyzed complex regulations, requirements and other aspects of procurement for multi-million dollar transactions. [ADDITIONAL EXAMPLES]
Software, SaaS and Technology. Drafted, reviewed and revised licenses, support and maintenance agreements, service-level agreements, hosting agreements, imaging agreements, disaster recovery agreements, warranties, testing plans, help messages and other documentation relating to software, SaaS and technology. [ADDITIONAL EXAMPLES]
International. Advised concerning international transactions and related requirements, including compliance with the Foreign Corrupt Practices Act, intellectual property protection, derivatives transactions and joint ventures. [ADDITIONAL EXAMPLES]
Intellectual Property. Conceived, executed and oversaw complex strategy for the protection of crucial intellectual property, including copyright, trademark and trade secrets associated with innovative technology valued at approximately $40 million. [ADDITIONAL EXAMPLES]
Advertising and Marketing. Counseled concerning how to satisfy legal requirements for advertising and at the same time communicate compelling marketing message. [ADDITIONAL EXAMPLES]
Healthcare. Counseled concerning complex healthcare requirements, including with respect to the Health Insurance Portability and Accountability Act, clinical programs, enrollment and eligibility and third party administration. [ADDITIONAL EXAMPLES]
Privacy and Security. Advised about intricate requirements for privacy, information security, data rights, data governance and how to satisfy those requirements, including policies, storage, transmittal and testing. [ADDITIONAL EXAMPLES]
Insurance. Managed and advised with respect to insurance, including applications, rates, coverage, limits, retentions, claims and complex regulatory matters, and advised boards of directors and officers regarding key insurance matters. [ADDITIONAL EXAMPLES]
Investigations. Conducted, documented and advised concerning a myriad of internal investigations, ranging from employment to financial fraud to privacy and security to embezzlement, and devised efficient investigation process. [ADDITIONAL EXAMPLES]
Risk Management.Drafted comprehensive risk assessments identifying risks, the magnitude and likelihood of the risks, alternatives for addressing the risks, a strategy for addressing the risks and resources, costs and controls. [ADDITIONAL EXAMPLES]
Compliance and Governance. Conceived cost-effective compliance and governance program that practically addressed key risks; focused limited resources on the critical issues with the highest likelihood, and greatest magnitude, of risk; and reduced overall legal compliance and governance costs by about 48%. [ADDITIONAL EXAMPLES]
Employment. Advised regarding a myriad of employment matters, including employee handbooks, laws and regulations, policies and procedures, training, discrimination, disabilities, leave, records and discipline and discharge. [ADDITIONAL EXAMPLES]
Process Improvement.Drafted checklists, forms, tools, policies, procedures and common sense guidance to deliver repeatable results, manage risk and accomplish more with less, resulting in an aggregate reduction in legal costs of approximately 35%. [ADDITIONAL EXAMPLES]
Disputes. Drafted powerful cease-and-desist and demand letters, and responses to them, to resolve disputes efficiently and avoid the inconvenience of minor disputes and approximately $50 million in aggregate costs, damages and opportunity costs associated with protracted litigation. [ADDITIONAL EXAMPLES]
Dissolution. Advised regarding approvals, documentation and filings necessary for dissolution, and dissolved subsidiary by merging it into parent corporation, including drafting of merger agreement, negotiating of a myriad of amendments to agreement for primary revolving credit facility and completing necessary filings with secretary of state. [ADDITIONAL EXAMPLES]
Legal Services Strategy and Management. Built and managed an efficient, flexible, business-oriented legal services structure composed of inside and outside professionals that delivered immense volume of excellent services based on process improvement, prioritization and accountability, resulting in overall 25% cost reduction. [ADDITIONAL EXAMPLES]
The following are a few examples of THE BOURNE FIRM's experience and how it could benefit you. Links lead to additional examples.
Startups. Advised about whether and where to form, forming and restructuring hundreds of entities, including corporations, limited liability companies and partnerships, and prepared articles of incorporation, bylaws, shareholder agreements, articles of organization, operating agreements and related consents. [ADDITIONAL EXAMPLES]
Formation.Advised regarding approvals, documentation and filings necessary to reduce costs by approximately $175,000, and maximize return on investment, with respect to complex corporate structure composed of more than 100 subsidiaries. [ADDITIONAL EXAMPLES]
Contracts.Drafted, reviewed, revised and negotiated contracts valued in the aggregate at approximately $5 billion to create practical and legally enforceable descriptions of rights and duties and avoid costly disputes, and devised comprehensive contract management system that reduced costs by approximately 13%. [ADDITIONAL EXAMPLES].
Leases. Drafted, reviewed, revised, negotiated and managed leases and related documents to achieve 20% growth rate, including office, retail, building, shopping center and ground leases; letters of intent in connection with leases and subleases; subordination, non-disturbance and attornment agreements; and estoppel certificates. [ADDITIONAL EXAMPLES]