Case studies

Context, constraints, and measured outcomes

Each engagement lists what the client needed, what limited us, and how it finished.

Case study

Enterprise MSAs for Series B SaaS

June 2024 | NY + CA enterprise counterparties

Client

Series B SaaS platform (anonymized at client request).

Context

Client needed to convert 4 pending enterprise LOIs into MSAs/SOWs while preserving ARR targets.

Issue

Redlines centered on data residency, AI model usage, and uptime commitments tied to revenue milestones.

Constraints

4-week quarter-end deadline; privacy team overlap; security questionnaires from three Fortune 500 buyers.

Approach

Built playbooked MSA/DPA stack with fallback positions, coordinated security responses, and ran redline sprints with a 72-hour cadence.

Outcome

Closed all 4 MSAs before quarter close; preserved 96% of ACV; reduced liability cap to 1x fees with carveouts; no revenue deferrals.

Testimonial

"Lexium translated our risk posture into a negotiating script that sales could actually use."

VP of Revenue | Enterprise SaaS

Case study

IP Cleanup Ahead of $82M Exit

February 2024 | Delaware / New York

Client

AI analytics company.

Context

Buyer flagged IP ownership gaps during diligence two weeks before signing.

Issue

Missing assignments for early contractors and legacy open source disclosures threatened reps and warranties coverage.

Constraints

Compressed timeline with buyer counsel requiring proof of remediation before signing.

Approach

Executed confirmatory assignments, prepared OSS register, and renegotiated IP reps with targeted special indemnities.

Outcome

Cleared all diligence issues; signing on schedule; reduced escrow holdback by 40%.

Testimonial

"Their triage let us keep momentum with the buyer without conceding economics."

CEO | AI Analytics

Case study

Commercial Dispute Resolved Pre-Trial

September 2023 | Supreme Court, New York County

Client

Regional retailer.

Context

Supplier termination led to claims for lost profits and injunction risk before holiday season.

Issue

Client faced TRO exposure and reputational harm; needed fast resolution without admitting liability.

Constraints

Seasonal sales window; injunction hearing set within 10 days.

Approach

Filed targeted motion to narrow injunction, leveraged mediation with structured payment terms, and secured mutual non-disparagement.

Outcome

Injunction denied; matter settled in 32 days with 38% reduction to claimed damages and no admission of fault.

Testimonial

"Practical, direct, and fast. They gave us options with real numbers behind them."

General Counsel | Retail