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Hargrove, Delacroix & Stein LLP Funds 12 docs · open →

Document types detected

Contract / agreement9

Other1

Analysis / memo1

Engagement letter1

Parties across the matter

Arbor Health Technologies IncCedarpoint Capital Management LLCCommonwealth Mutual Assurance CorpCounsel Arbor Health Technologies IncCrestfield Advisory Group LLPDelaware General CorpGeneral CorpHARKNESS LLPHarkness LLPHorizon Registered Agents IncM. BestNotice Arbor Health Technologies IncPINNACLE CLAIMS ANALYTICS LLCParties Arbor Health Technologies Inc

Chronology

2027-06-30 · closing-checklist.xlsx

… resh period (included in $9,000,000 license fee); refresh period ends June 30, 2027; post-term renewal refresh fee if exercised: $375,000/quarter ($1,500,000/year annualized …

2027-06-30 · hipaa-privacy-compliance-memo.docx

… for a period of 36 months following the Effective Date (i.e., through June 30, 2027). Permitted Uses. Under the DLA, AHT is authorized to use the licensed data for internal …

2027-06-30 · ip-ownership-derived-works-memo.docx

… riod of thirty-six (36) months from the Effective Date (i.e., through June 30, 2027), at no additional cost to AHT. Each quarterly refresh will be delivered in the same form …

2027-06-30 · data-license-agreement-execution.docx

… period commencing on the Effective Date (July 1, 2024) and ending on June 30, 2027. "Renewal Refresh Fee" means Three Hundred Seventy-Five Thousand Dollars ($375,000) per c …

2027-06-30 · data-license-agreement-redline-pca-markup.docx

… period commencing on the Effective Date (July 1, 2024) and ending on June 30, 2027. "Renewal Refresh Fee" means Three Hundred Seventy-Five Thousand Dollars ($375,000) per c …

2025-07-01 · aht-board-resolution.docx

… ing thirty percent (30%) of the total license fee, due and payable on July 1, 2025; WHEREAS, the Agreement provides for an initial license term of five (5) years commencing …

2025-07-01 · closing-checklist.xlsx

… lment payment — AHT to PCA | AHT | $2,700,000 (30% × $9,000,000); due July 1, 2025; late-payment interest: 1.5%/month (18%/year); total license fee fully paid upon completi …

2025-07-01 · lender-notice-lakeshore.docx

… ing thirty percent (30%) of the total License Fee, due and payable on July 1, 2025. The sum of all installments equals $3,600,000 + $2,700,000 + $2,700,000 = $9,000,000. Qu …

2025-04-01 · officer-certificate-aht.docx

… 12, with an effective date of April 1, 2024 and an expiration date of April 1, 2025, naming Pinnacle Claims Analytics LLC as an additional insured with respect to claims ari …

2025-01-01 · aht-board-resolution.docx

… ing thirty percent (30%) of the total license fee, due and payable on January 1, 2025; and (iii) a final installment payment of Two Million Seven Hundred Thousand Dollars ($2, …

2025-01-01 · closing-checklist.xlsx

… lment payment — AHT to PCA | AHT | $2,700,000 (30% × $9,000,000); due January 1, 2025; late-payment interest: 1.5%/month (18%/year) | 2025-01-01 | Pending 28 | Post-Closing | …

2025-01-01 · lender-notice-lakeshore.docx

… ing thirty percent (30%) of the total License Fee, due and payable on January 1, 2025; and (c) Final Installment: Two Million Seven Hundred Thousand Dollars ($2,700,000), repr …

2024-08-14 · closing-checklist.xlsx

2024-08-14 · data-license-agreement-execution.docx

… urs on or before July 31, 2024, the Acceptance Period shall expire on August 14, 2024. (b) If Licensee identifies any material non-conformity during the Acceptance Period, Lic …

2024-07-31 · closing-checklist.xlsx

… | Within 30 calendar days of Effective Date (July 1, 2024); deadline: July 31, 2024; ≥85 million unique de-identified patient tokens; ~3.4 billion claim lines; 247 data-dict …

2024-07-31 · ip-ownership-derived-works-memo.docx

… (30) calendar days of the Effective Date, establishing a deadline of July 31, 2024. In addition, PCA will provide quarterly data refreshes — incorporating newly available c …

2024-07-31 · data-license-agreement-execution.docx

… thirty (30) calendar days of the Effective Date (i.e., no later than July 31, 2024) in accordance with Section 3.1. "Initial Term" means the period commencing on the Effect …

2024-07-01 · aht-board-resolution.docx

… provides for an initial license term of five (5) years commencing on July 1, 2024 and expiring on June 30, 2029 (the "Initial Term"), with two (2) successive two (2)-year …

2024-07-01 · closing-checklist.xlsx

… T / PCA (Joint) | Reference No. AHT-PCA-DLA-2024-001; Effective Date: July 1, 2024; simultaneous sign-and-close; total license fee: $9,000,000; initial term: 5 years (throu …

2024-07-01 · lender-notice-lakeshore.docx

… te. The Data License Agreement is expected to be executed on or about July 1, 2024, with simultaneous sign-and-close (i.e., the effective date of the Data License Agreement …

2024-07-01 · officer-certificate-aht.docx

… c) of the Data License Agreement (Reference No. AHT-PCA-DLA-2024-001) July 1, 2024 The undersigned, Dr. Priya Narayanan, hereby certifies, in her capacity as the Chief Exec …

2024-07-01 · hipaa-privacy-compliance-memo.docx

… nder the Data License Agreement (AHT-PCA-DLA-2024-001, Effective Date July 1, 2024) (the "Data License Agreement" or "DLA") qualifies as de-identified information falling o …

2024-07-01 · ip-ownership-derived-works-memo.docx

… cus Ellison, Chief Data Officer, Arbor Health Technologies Inc. Date: July 1, 2024 Re: IP Ownership & Derived-Works Analysis — Data License Agreement (AHT-PCA-DLA-2024-001) …

2024-07-01 · data-license-agreement-execution.docx

… Reference No. AHT-PCA-DLA-2024-001 Execution Version Effective Date: July 1, 2024 This DATA LICENSE AGREEMENT (this "Agreement") is entered into as of July 1, 2024 (the "E …

2024-07-01 · data-license-agreement-redline-pca-markup.docx

… LICENSE AGREEMENT Reference No. AHT-PCA-DLA-2024-001 Effective Date: July 1, 2024 This DATA LICENSE AGREEMENT (this "Agreement") is entered into as of July 1, 2024 (the "E …

2024-07-01 · exhibit-a-data-description.docx

… License Agreement Reference No. AHT-PCA-DLA-2024-001 Effective Date: July 1, 2024 Parties: Pinnacle Claims Analytics LLC ("Licensor" or "PCA"), a Delaware limited liabilit …

2024-07-01 · exhibit-c-data-security-requirements.docx

… ARBOR HEALTH TECHNOLOGIES INC. ("Licensee" or "AHT") Effective Date: July 1, 2024 This Exhibit C is attached to and incorporated by reference into the Data License Agreeme …

2024-06-28 · hipaa-privacy-compliance-memo.docx

… RKNESS LLP 100 Federal Street, Suite 3400 Boston, MA 02110 MEMORANDUM June 28, 2024 Right-click to update Table of Contents I. EXECUTIVE SUMMARY This memorandum presents our …

2024-06-21 · closing-checklist.xlsx

… | Lakeshore National Bank | 10 business days from receipt of notice (June 21, 2024); no objection received; AHT confirmed in compliance with all applicable covenants | 2024 …

2024-06-21 · lender-notice-lakeshore.docx

… TECHNOLOGIES INC. 400 Seaport Boulevard, Suite 1200 Boston, MA 02210 June 21, 2024 Lakeshore National Bank, as Administrative Agent Attention: Credit Administration / Coven …

2024-06-21 · officer-certificate-aht.docx

… Lakeshore National Bank, in its capacity as Administrative Agent, on June 21, 2024, pursuant to Section 7.12 of the Credit Agreement, disclosing the material intellectual p …

2024-06-20 · officer-certificate-aht.docx

… e written consent of Cedarpoint Capital Partners Fund IV, L.P., dated June 20, 2024, which is attached as Exhibit 1 to the Board Resolution. Resolution No. AHT-BOD-2024-017 …

2024-06-18 · aht-board-resolution.docx

… UTIONS OF THE BOARD OF DIRECTORS Adopted by Unanimous Written Consent June 18, 2024 Resolution No. AHT-BOD-2024-017 Prepared by Calderwood & Harkness LLP 100 Federal Street, …

2024-06-18 · closing-checklist.xlsx

… ,000,000 expenditure | AHT | Resolution No. AHT-BOD-2024-017; adopted June 18, 2024; transaction exceeds the $5,000,000 Cedarpoint Capital Partners Fund IV, L.P. board-level …

2024-06-18 · lender-notice-lakeshore.docx

… llion Dollar ($9,000,000) expenditure by unanimous written consent on June 18, 2024, as memorialized in Board Resolution No. AHT-BOD-2024-017. The resolution authorized AHT' …

2024-06-18 · officer-certificate-aht.docx

… h Technologies Inc. (the "Board"), at a duly convened meeting held on June 18, 2024, at which a quorum was present and acting throughout, duly considered, approved, and adop …

2024-06-14 · aht-board-resolution.docx

… x I (as circulated to each member of the Board via electronic mail on June 14, 2024), together with all exhibits, schedules, and annexes thereto, including without limitatio …

2024-06-12 · closing-checklist.xlsx

2024-06-12 · ip-ownership-derived-works-memo.docx

… o PCA's initial positions, as reflected in the PCA markup returned on June 12, 2024, by Hargrove, Delacroix & Stein LLP ("HD&S"). All five critical IP negotiation points — e …

2024-06-10 · aht-board-resolution.docx

… arcus Ellison, has presented to the Board a detailed memorandum dated June 10, 2024 (the "CDO Memo"), outlining the strategic rationale for the proposed data license, includ …