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Contract analysis / conflict-check-memo.docx
conflict-check-memo.docx
1037-00004 · 8 clauses
High · 0 Medium · 3 Standard · 1
1. Purpose of Memorandum
1. Purpose of Memorandum This memorandum documents the results of the firm's conflict of interest check conducted in connection with the proposed engagement to represent Solstice Biomedical Devices Ltd. ("Solstice" or "SBD"), an Irish private limited company registered with the Companies Registration Office under CRO No. 648217, and its U.S. operating subsidiary Solstice Biomedical, Inc., a Delaware corporation (EIN:
2. Parties and Affiliated Entities Searched Medium
⚑ Assignment / subcontracting
2. Parties and Affiliated Entities Searched In accordance with Calderwood & Harkness's conflicts clearance policies, the conflict check encompassed not only the proposed client and the adverse party but also all known affiliates, key individuals, opposing counsel, and related third parties with a material connection to the proposed engagement. The full list of entities and individuals searched is set forth below. 2.1
3. Conflict Check Methodology Standard
⚑ Commercial term
3. Conflict Check Methodology 3.1 Database Search The conflict check was performed using Calderwood & Harkness's internal conflicts clearance system, which comprises the firm-wide client and matter database maintained by the Office of the General Counsel in conjunction with the New Business Intake Department. This system records all current and historical client engagements, adverse parties, related parties, and key
4. Conflict Check Results Medium
⚑ Confidentiality undertaking
4. Conflict Check Results 4.1 Solstice Biomedical Devices Ltd. / Solstice Biomedical, Inc. No current or prior representation of Solstice Biomedical Devices Ltd., Solstice Biomedical, Inc., or any known affiliate of either entity was identified in the firm's records. The database search returned no matches — exact, partial, or phonetic — for any variation of the Solstice entity names, and no matches were found for an
5. Ethical Rules Considered
5. Ethical Rules Considered In conducting this conflict check and evaluating the results, the following ethical rules and professional conduct standards were considered: New York Rules of Professional Conduct: • Rule 1.7 (Conflict of Interest: Current Clients): A lawyer shall not represent a client if a reasonable lawyer would conclude that the representation will involve the lawyer in representing differing interest
6. Conclusion and Clearance
6. Conclusion and Clearance Based on the comprehensive search and analysis documented in this memorandum, no conflicts of interest have been identified that would prevent Calderwood & Harkness LLP from undertaking the proposed representation of Solstice Biomedical Devices Ltd. and Solstice Biomedical, Inc. in the defense of Apex Surgical Innovations, Inc. v. Solstice Biomedical, Inc., Case No. 1:24-cv-00587-RGA (D. D
7. Approval / Review
7. Approval / Review Prepared by: ________________________________________ Christy Bauer Lead Associate, intellectual Property Calderwood & Harkness LLP Date: May 9, 2024 Reviewed and Approved by: ________________________________________ Marcus Delgado Responsible Partner, intellectual Property Calderwood & Harkness LLP Date of Clearance: May 9, 2024
8. Distribution Medium
⚑ Confidentiality undertaking
8. Distribution This memorandum is to be retained in the permanent matter file for Matter No. 10294.0017 in accordance with the firm's document retention policies. Copies of this memorandum have been distributed as follows: • Catherine Bloom, Billing Partner, intellectual Property, Calderwood & Harkness LLP — for engagement opening and billing setup purposes. • Office of the General Counsel / Conflicts Committee, Cal