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Contract analysis / letter-sc-to-kpa-initial-introduction.docx
letter-sc-to-kpa-initial-introduction.docx
1025-00008 · 12 clauses
High · 1 Medium · 0 Standard · 0
1. Leonard Cross — Responsible Partner
1. Leonard Cross — Responsible Partner Mr. Cross is a partner in C&H's Tax Practice Group and will serve as the Responsible Partner and primary senior point of contact for this engagement. All escalation matters, strategic decisions, and formal transmittals of key documents should be directed to or coordinated through Mr. Cross. Mr. Cross is based in our New York office. • Office: 425 Park Avenue, New York, NY 10022
2. Wendy Schultz — Lead Associate
2. Wendy Schultz — Lead Associate Ms. Schultz is an associate in C&H's intellectual Property Practice Group and will serve as the day-to-day lead for all aspects of this engagement, including drafting, redlining, and negotiation sessions. Ms. Schultz will also serve as the primary day-to-day contact for scheduling, document exchange, and routine correspondence. She is based in our New York office. • Office: 425 Park
3. Omar Siddiqui — Working Associate
3. Omar Siddiqui — Working Associate Mr. Siddiqui is an associate in C&H's intellectual Property Practice Group. He will support Ms. Schultz on all intellectual property matters, with a particular focus on derived-data rights, technical schedule drafting, and related IP issues. Mr. Siddiqui is based in our New York office. • Office: 425 Park Avenue, New York, NY 10022 • Direct Telephone: (212) 546-8319 • Email: omar.
4. Patricia Heng — Senior Counsel, Technology Transactions
4. Patricia Heng — Senior Counsel, Technology Transactions Ms. Heng is Senior Counsel in C&H's Technology Transactions practice and will serve as the subject-matter advisor on technology licensing, service level agreements, and commercial terms applicable to the Proposed Transaction. Ms. Heng is based in our Stamford office and frequently works with members of the Quorum in-house team given her proximity to Quorum's
5. David Cartwright — Partner, Data Privacy & Cybersecurity
5. David Cartwright — Partner, Data Privacy & Cybersecurity Mr. Cartwright is a partner in C&H's Data Privacy & Cybersecurity Practice Group. He will advise on the privacy and regulatory overlay applicable to this engagement, including, without limitation, compliance with the Fair Credit Reporting Act ("FCRA"), the Gramm-Leach-Bliley Act ("GLBA"), the California Consumer Privacy Act and the California Privacy Rights
6. Lisa Johannsen — Associate, Data Privacy & Cybersecurity
6. Lisa Johannsen — Associate, Data Privacy & Cybersecurity Ms. Johannsen is an associate in C&H's Data Privacy & Cybersecurity Practice Group. She will support Mr. Cartwright on all privacy and data-security documentation, including the negotiation of the Data Security Addendum and related schedules. Ms. Johannsen is based in our New York office. • Office: 425 Park Avenue, New York, NY 10022 • Direct Telephone: (212
7. Marcus Weill — Associate, Corporate/Commercial
7. Marcus Weill — Associate, Corporate/Commercial Mr. Weill is an associate in C&H's Corporate/Commercial Practice Group. He will handle ancillary corporate matters in connection with the Proposed Transaction, including any lender consent requirements under Quorum's existing credit facilities and the preparation or review of corporate authorizations (board resolutions, officer's certificates, and the like). Mr. Weill
1. Carolyn Whitford — General Counsel & Executive Vice President, Quorum Insurance Holding
1. Carolyn Whitford — General Counsel & Executive Vice President, Quorum Insurance Holdings Corp. Ms. Whitford has overall client-side supervision and executive responsibility for Quorum's participation in the Proposed Transaction. Ms. Whitford may participate in certain senior-level discussions and will review key documents and milestones. Her contact information is as follows: • Direct Telephone: (203) 448-2200 • E
2. Gregory Stahl — Vice President, Legal Affairs, Quorum Insurance Holdings Corp.
2. Gregory Stahl — Vice President, Legal Affairs, Quorum Insurance Holdings Corp. Mr. Stahl is the primary day-to-day legal contact on the client side and will coordinate directly with Calderwood & Harkness on scheduling, document flow, and substantive legal matters. We anticipate that Mr. Stahl will be the most frequent Quorum participant in working sessions and counsel calls. His contact information is as follows:
3. Rajesh Anand — Chief Data Officer, Quorum Insurance Holdings Corp.
3. Rajesh Anand — Chief Data Officer, Quorum Insurance Holdings Corp. Mr. Anand may participate in discussions concerning the scope and specification of data products, technical specifications, derived-data strategy, and related matters where his expertise as Quorum's Chief Data Officer is relevant. • Direct Telephone: (203) 448-2340 • Email: ranand@quoruminsurance.com
4. Thomas Ng — Vice President, Enterprise Procurement, Quorum Insurance Holdings Corp.
4. Thomas Ng — Vice President, Enterprise Procurement, Quorum Insurance Holdings Corp. Mr. Ng may participate in discussions related to commercial and pricing terms, volume commitments, and procurement processes. • Direct Telephone: (203) 448-2410 • Email: tng@quoruminsurance.com
5. Priya Nair — Director, Data Engineering, Quorum Insurance Holdings Corp. High
⚑ Non-compete / exclusivity restraint
5. Priya Nair — Director, Data Engineering, Quorum Insurance Holdings Corp. Ms. Nair serves as the technical integration lead within Quorum's data engineering organization and may participate in discussions relating to data delivery specifications, API integration requirements, and technical schedules. • Direct Telephone: (203) 448-2527 • Email: pnair@quoruminsurance.com We also wish to note that Quorum engages Caldw