Represented purchaser of hospital chain in connection with Microsoft licensing following closing of divestiture transaction.  Assisted client with negotiating perpetual license transfer forms from seller and new Enterprise Agreement with Microsoft.  Client saved approximately seven million dollars off Microsoft’s original licensing demand.


Represented global business services, document management and workflow solutions provider in connection with renegotiating its 36 million dollar Microsoft Enterprise Agreement to accommodate the divestiture of a substantial business unit.   Negotiations included transition services license grant, the right to allocate licenses between entities post-closing, and legal responsibility for data privacy and security risks associated with online services including 365 and Azure.


Represented a world-leading provider of information and analytics for professional and business in connection with renewal of its almost 40 million dollar Microsoft Enterprise agreement.  Negotiations included custom amendments related to 365 and Azure with emphasis on risk balancing, limitations of liability, price protection, and legal responsibility for data privacy and security.


Assisted managed services and hosting provider in a Microsoft SPLA audit conducted by Deloitte.  Evaluated and worked with client to correct and amend Deloitte’s SPLA-audit findings. Assisted client in evaluating its Microsoft effective license position (ELP) and options for more appropriate audit-settlement terms.


Consulted Canadian hosting provider regarding Microsoft licensing requirements and responses to preliminary audit findings and information requests in a SPLA audit matter.


Assisted Fort Worth medical services provider in evaluating a response to Microsoft’s license-compliance findings and options for more appropriate audit-settlement terms.


Assisted application hosting services provider based in Memphis in responding to Deloitte’s SPLA-audit-information requests and follow-up questions. Deloitte issued audit findings with zero exposure and Microsoft closed the review.


Worked with financial software hosting provider to gather audit data and to respond to information requests from Microsoft’s auditors. Evaluated and worked to correct & amend the auditor’s SPLA-audit findings. Assisted the client in evaluating its Microsoft license position and options for more appropriate audit-settlement terms.


Defended southeast e-mail hosting company in a Microsoft SPLA certified self-audit.


Defended Dallas-area video game studio in a Microsoft certified self-audit.


Defended nationwide hosting services provider in a Microsoft SPLA audit.


Defended international hosted IT infrastructure firm in a Microsoft SPLA audit.


Assisted digital forensics and e-discovery firm with a Microsoft self-audit.


Defended data management and analytics firm in a Microsoft SPLA audit that resulted in no licensing shortfalls or compliance penalties.


Defended home healthcare provider in a Microsoft audit involving heavily contested findings related to Microsoft Office component deployments.


Defended ambulatory care services company in a Microsoft SPLA audit.


Represented health care software vendor in Microsoft audit. Matter resolved confidentially.


Engaged by global email security and compliance company in a Microsoft SPLA compliance audit. Microsoft was represented by their auditors Ernst & Young.


Defended California IT managed services company in a Microsoft SPLA audit.


Defended global semiconductor manufacturer in multiple volume-licensing audits initiated by Microsoft.


Represented Pennsylvania based broadcasting corporation in a Microsoft SAM engagement.


Defended business applications firm for automobile dealerships and finance companies in a Microsoft SPLA audit involving heavily contested findings related to Windows Remote Desktop Services usage.


Represented regional hospital chain in a Microsoft SAM engagement resulting in a true-up purchase with no compliance penalty and a release of all compliance claims.


Assisted northwestern energy company with a Microsoft-funded licensing true-up review and negotiations to resolve compliance concerns.


Defended SaaS solutions firm both in a Microsoft SPLA audit and in a separate volume-licensing audit affecting other hosted solutions.


Assisted east coast IT services firm with Microsoft SPLA audit.


Defended business solutions firm in a Microsoft SPLA certified self-audit.


Defended Minnesota IT services firm in a Microsoft SPLA audit that resulted in no licensing shortfalls or compliance penalties.


Assisted medical IT services firm with a Microsoft SPLA audit.


Defended New Hampshire IT services firm in a Microsoft SPLA audit involving heavily contested findings related to Windows Remote Desktop Services usage.


Defended Midwestern hosting services firm in a Microsoft SPLA audit involving heavily contested findings related to SharePoint usage.


Defended dental financial services company in a Microsoft audit involving heavily contested findings related to Office usage, and assisted the company with a complex license transfer.


Assisted Midwestern data center solutions provider with Microsoft SPLA audit.


Assisted west coast IT services firm with Microsoft SPLA audit.


Advised global private club management company regarding Microsoft EA negotiations.


Assisted leading non-profit Texas hospital chain with negotiations to resolve contested findings in a Microsoft-funded licensing true-up review and to negotiate custom amendments to Microsoft volume license agreements following a pivotal corporate merger.


Renegotiated Microsoft Enterprise Agreement for leading oilfield services provider.


Assisted IT consulting and support services firm to formulate an appropriate strategy for licensing Microsoft software in a hosting environment.


Represented New York area hospital system in an audit conducted by Microsoft resulting in an out of court settlement and compliance savings of over $1,000,000.


Defended fortune 500 IT Services company in Microsoft audit resulting in a new $34,000,000 Microsoft Enterprise Agreement enrollment including a release of all compliance claims.


Advised global professional services company regarding Microsoft licensing under both SPLA and volume-licensing agreements, and assisted company in negotiating custom amendments to achieve global licensing objectives.


Assisted financial news giant with global Microsoft licensing health check involving over 50,000 computers.


Advised global travel technology company with Microsoft Enterprise Agreement true-up obligations.


Assisted IT consulting and support services firm in the preparation of customer agreements to accommodate hosted solutions supported by Microsoft SPLA licensing.


Assisted IT infrastructure solutions firm with strategies to ensure compliance with Microsoft SPLA licensing and in preparing customer agreements to accommodate hosted solutions supported by SPLA.


Advised mortgage lending company regarding Microsoft licensing.


Advised companies regarding Microsoft SPLA licensing requirements in connection with Microsoft audit dispute.


Advised global enterprise with more than 4,000 computers in connection with Microsoft audit related to true-up and affiliate enrollment provisions of Microsoft Enterprise Agreement.


Assisted global IT security firm in formulating a strategy for licensing Microsoft software on network-security appliances and in avoiding an audit initiated by Microsoft.


Defended Pennsylvania cloud services firm in a Microsoft SPLA audit, and also advised the firm related to prospective SPLA compliance and customer-facing agreements.