Transaction Summaries

I specialize in outsourcing transactions. Since 1991, I have been the lead lawyer in over 25 IT and business process outsourcing transactions that include the following:

  • Retained by a major real estate franchising company to work on the various contracts required as part of a new “mall” for its agents and brokers to centralize the acquisition of third party applications by the agents and brokers for their business.
  • Retained by a major outsourcing service provider to negotiate a “design, build and run” contract with the Ontario government
  • Retained by a service provider to provide group insurance claims processing services for a large Canadian insurance company.
  • Was retained as lead counsel by a large Public-Private Partnership utility in connection with the outsourcing of its billing activities.
  • Acted as lead counsel on behalf of an Ontario Crown Corporation in the negotiation of the renewal of an IT infrastructure and business process outsourcing agreement with a value in excess of $500M.
  • Assisted the service provider in the negotiation of a Design/Build/Run outsourcing agreement in connection with the first Canadian implementation of a leading-edge electronic fare system for public transit.
  • Assisted a public utility with the implementation of the first advanced smart electricity metering infrastructure in Ontario pursuant to the Government of Ontario’s commitment to install smart meters in every home in the province by 2010.
  • Assisted the service provider in connection with the negotiation of the outsourcing of the IT infrastructure services for a major Canadian utility.
  • Assisted the service provider in the negotiation of Design/Build/Run business process outsourcing for a human resources re-engineering project for a major U.S. Investment Bank.
  • Negotiated the outsourcing of: (i) data centre, mainframe, application and utility servers; (ii) telecommunications services; (iii) end-user computing; and (iv) cross-functional services on behalf of a major North American mining, smelting and metals processing company.
  • Negotiated the outsourcing of mainframe and server systems together with ancillary applications on behalf of one of Canada’s leading insurance companies.
  • Advised the service provider in connection with the negotiations of a business process outsourcing of diverse e-learning systems for a major Canadian bank.
  • Negotiated the outsourcing of a supply logistics system for a major Toronto hospital.
  • Negotiated the outsourcing of a CRM Data Warehouse for one of Canada’s major banks. This data warehouse contains over one trillion records.
  • Negotiated the outsourcing of logistics and configuration services for one of Canada’s largest computer equipment resellers.
  • Negotiated the outsourcing of a Customer Assistance Call Centre on behalf of a leading multi-national service provider.
  • Negotiated the outsourcing of a Customer Assistance Call Centre on behalf of a major Japanese automobile manufacturer.
  • Negotiated the outsourcing of the IT operations on behalf of the Canadian subsidiary of one of the world’s largest multi-national consumer products companies.