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Experience
Brad Peterson focuses on business and technology sourcing and information technology transactions. In the past three years, Brad has represented clients in over $4 billion of outsourcing contracts. He has experience with information technology outsourcing, business process outsourcing, offshore outsourcing, second-stage outsourcing, and in-sourcing transactions. He has also assisted clients in renegotiating and terminating major sourcing arrangements.
Brad has also represented information technology buyers in hundreds of information technology transactions, including software licenses, ERP implementations, software development agreements, hosted services agreements, and telecommunications transport agreements.
Brad’s clients have said that he does “an excellent job of keeping his composure under a lot of pressure - he worked around the clock and was a total rock star in getting the deal done in a highly compressed time frame" (Chambers USA 2007). He was ranked as the number one individual in Chambers USA, Illinois Technology, and he was included in Best Lawyers in America; Lawdragon 500 New Stars, New Worlds; and Leading Lawyers (Illinois). His clients have also called him "best of the best” and said that he has the “capacity to mastermind real-world solutions to very complex and difficult issues" (Chambers USA 2006). Brad is a popular and frequent speaker at outsourcing conferences.
Notable Engagements
- Represented a global manufacturing company in outsourcing global finance and accounting functions.
- Represented a leading insurance brokerage company in offshoring back-office functions.
- Represented a large private company in a $500 million transaction where the provider will implement an ERP system, provide all information technology infrastructure, and provide the people and technology to perform full-scope finance and accounting functions.
- Represented a Fortune 500 manufacturer of consumer products in outsourcing of human resources functions in the US and several European countries.
- Represented five US operating companies for a Fortune Global 50 corporation in outsourcing of finance and accounting functions; based on this, retained for outsourcing of human resources functions for same Fortune Global 50 corporation.
- Represented a Fortune Global 10 corporation in restructuring of one of the path-breaking finance and account outsourcing arrangements from the 1990s.
- Represented a large retailer in negotiating its $1.6 billion IT infrastructure outsourcing transaction.
- Represented a chemicals company in negotiation of a $1.3 billion network services outsourcing agreement for services in over 140 countries.
- Represented an insurance company in negotiation of a $600 million IT outsourcing agreement.
- Represented an insurance broker in re-negotiating a finance and accounting outsourcing arrangement.
- Represented a large manufacturer in insourcing information technology functions in a troubled outsourcing contract.
- Represented a global quick-serve restaurant company in outsourcing substantially all of its IT infrastructure.
- Represented an insurer on a agreement with to outsource underwriting, claims administration, and care management functions for its insurance business.
- Represented a mortgage bank in outsourcing customer-facing business functions to India.
Education
Harvard Law School, JD, with honors, 1988; Managing Editor, Harvard Journal of Law and Public Policy University of Chicago Graduate School of Business, MBA, cum laude, 1982; Beta Gamma Sigma Northwestern University, Computer Studies, 1977-1980; Phi Beta Kappa
Admissions
Publications
- "Global Regulatory Guidance On Outsourcing in Financial Services," FSO Magazine, Spring 2005
- "Second Stage Outsourcing: Keys to Success in Switching Suppliers," Inside Sourcing, April, 2004
- “Contracting for International Outsourcing," Outsourcing Journal, October 2002, with Mark Prinsley of Mayer Brown London
- "Seven Key Questions for Drafting Effective Exit Provisions," Outsourcing Journal, August 2002
- "Information Security in Outsourcing Agreements," Outsourcing Journal, March 2002
- "Technology Contracting in Turbulent Times," i-Street, November 2001
- "Contracting for Energy Management Outsourcing," BPO Journal, November 2001
- "Ten Key Questions for Developing Effective Service Level Agreements," Outsourcing Journal, October 2001
- "Outsourcing: The Seven Deadly Negotiating Sins," Outsourcing Journal, August 2001
- "Avoiding ‘Gotchas’ in Business Process Outsourcing," Inside Sourcing, Sourcing Interests Group's Newsletter, July 2001
- Chapter author in E-Commerce: Financial Products and Services, B. Smith (Editor) (Law Journal Press, 2001)
Seminars & Presentations
- “Effective and Efficient Contracting Processes: Strategy and Execution,” Practicing Law Institute Conference on Outsourcing and Offshoring, as Co-chair, September, October and November 2009, and as a International Association of Outsourcing Professionals Webinar, April 23, 2009
- “When and Why Companies Outsource and Offshore,” Practicing Law Institute Conference on Outsourcing and Offshoring, as Co-chair, September, October and November 2008
- “Sourcing Agreements,” Insight Information Seminar on Major Business Agreements, October 28, 2008
- "Legal and Contracting Lessons Learned in Outsourcing to India," Sourcing Interests Group, May 9, 2008
- "Sourcing Contracts that Save Money," Sourcing Interests Group Webinar, April 8, 2008
- "Outsourcing Contracts that Reflect Your Strategy," The 2008 Strategic Outsourcing Conference, The Conference Board, June 5, 2008
- "Legal and Contracting Lessons Learned in Outsourcing to India," Sourcing Interests Group, May 9, 2008
- "Managing Multi-vendor Environments," World Technology Law Conference, ITechLaw, April 25, 2008
- "International Outsourcing of Legal Services," PriceWaterhouseCoopers Leadership Forum, February 29, 2008
- "Sourcing Agreements," 7th Annual Negotiating and Drafting Major Business Agreements, Insight ALM, October 19, 2007
- Co-Chair, Outsourcing and Offshoring 2007: Protecting Critical Business Functions, Practicing Law Institute, various dates
- "When and Why Companies Outsource and Offshore," Outsourcing and Offshoring 2007: Protecting Critical Business Functions, Practicing Law Institute
- "New Frontiers in Outsourcing," The 2007 Strategic Outsourcing Conference, The Conference Board, May 3, 2007
- "Executive Panel," Insurance Industry Operations Outsourcing Forum, FSO, April 26, 2007
- "Learning from Market Standards for Outsourcing Agreements in the U.S.: What Concessions Should Your Supplier be Ready to Make?," ITechLaw 3rd International Asian Conference, February 14, 2007
- "Purchase Orders and Agreements," 6th Annual Negotiating and Drafting Major Business Agreements, Insight Information, November 1, 2006
- "When and Why Companies Use Onshore and Offshore Outsourcing Arrangements," Keys to Outsourcing and Offshoring 2006, Practicing Law Institute, October 23, 2006
- “Multi-process Outsourcing,” IDC Outsourcing Forum Midwest, September 12, 2006
- "Legal Issues in Outsourcing to India: What Lawyers and Companies Need to Know Now," Practicing Law Institute, June 2006, with J. Willis
- "Reducing the Risk of Troubled Sourcing Relationships," Best Practices Xchange Spring Meeting, June 19, 2006
- "The Next Generation of Outsourcing," Sourcing Interests Group, May 2, 2006
- "Outsourcing and Offshoring in a Flat World," PwC General Counsel Forum, March 16 & 17, 2006
- "Practical Learnings for Expediting Outsourcing Deals," Sourcing Interests Group Regional Meeting, March 9, 2006
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