As Jonas continues to expand, we have focused our activities on five thematic and/or geographic portfolios. Each of these portfolios now has its own acquisition targets. In 2019, Jonas and its portfolio companies acquired 17 different software companies in various vertical markets in Canada, the United States, England, Scotland, Australia and New Zealand. Given the scale of activity, it is difficult to distinguish a particular investment as the largest this year. However, keeping up with the scale of activities is an important achievement in itself. Mr. Miller has been with CSI for over 20 years and has held positions with us and our subsidiaries. Mr. Miller currently spends most of his time as President and CEO of Volaris Operating Group and Trapeze Operating Group, but also serves as Chief Operating Officer. Mr.
Miller received a B.Sc. in Statistics and a B.Sc. in Mathematics from McMaster University in Hamilton, Ontario. In addition, Mr. Miller participated in the Executive Marketing Program at the Ivey Business School at the University of Western Ontario. Mr. Miller also serves on the boards of Medgate Inc. and pVelocity Inc., two privately held software companies headquartered in Toronto, Ontario. In-house legal departments are constantly challenged to do more with less. To that end, here is a list of tools that facilitate the effective delivery of legal services without increasing headcount: Markham, Ontario, March 1, 2022 – Jonas Software (“Jonas”) is pleased to announce the acquisition of RBRO Solutions Inc.
(“RBRO”). As a leading web-based document and email management provider for the legal and financial industry, RBRO provides secure, compliant cloud and IT solutions focused on legal and professional services. Jonas is an operating group of Constellation Software, Inc. (CSI), a public company listed on the Toronto Stock Exchange (CSU. TO). How do you think in-house legal leaders can successfully adopt and implement a culture in a legal department? Entity Management: Maintaining an up-to-date and accessible entity management system allows relevant internal teams to access company records. This way, team members don`t need to consult with a legal member of the team to confirm the identity of an administrator for a particular subsidiary. Jonas Software is one of the six operating groups of Constellation Software Inc., and as the name “Constellation” suggests, our company is a constellation of different cultures. Each operating group has its own culture, as do the portfolios and individual holding companies that make them up. Our intention is to create a sense of independence and therefore a sense of personal responsibility and ownership between the different teams within our organization.
However, there are some key cultural elements that permeate the business and influence the legal team, including: continuous improvement by analyzing our own mistakes; the focus on metrics; exchange of information and ideas; and fierce independence. Our goal is to empower individuals to make decisions within broad parameters, while encouraging them to come forward when there are issues that exceed certain thresholds. If you had to give advice to an in-house lawyer or an aspiring general counsel, what would it be and why? Jonas Software operates more than 110 independently managed software brands worldwide, providing them with the strategic advice and financial security needed to dominate their respective markets. From its roots in the club building and management markets, Jonas Software`s reach in fitness, membership, hospitality, and manufacturing has grown significantly. Today, Jonas Software is proud to provide state-of-the-art business management software and related services to over 80,000 customers in over 30+ vertical markets. Templates: An important task in developing a legal department is to create templates for the key agreements that the business needs, involving various functional teams from operations, finance, collections, human resources, tax, etc. in developing these templates to ensure they are properly tailored to the business. “We are excited to acquire RBRO, a leading document and email management provider in the legal industry,” said Don Decker, Group Head at Jonas. “We look forward to working closely with RBRO to continue to support our customers with industry-leading solutions and services. Please join me in welcoming the RBRO team and the Jonas family customers. » AI technology: Although AI technology is still relatively young, it can help streamline certain tasks. For example, Jonas used Kira, an AI due diligence engine, to help with a number of larger due diligence exercises.
Most recently, Jonas tested LawGeex, an AI contract review tool, to help review and report non-disclosure agreements. Another attorney general told me that they are programming a bot to help with initial legal requests. Legal Litigation Outsourcing Firms and On-Demand Legal Talent: Legal litigation outsourcing firms and on-demand legal talent firms can provide high-quality assistance for business spillovers or litigation-related issues that otherwise wouldn`t justify a full-service law firm`s expense. Using data to refine models: Data collection and review can be time-consuming. However, if you do this deliberately, it can lead to more efficiency in your legal processes. If you find that certain issues never lead to claims, you may want to consider simplifying your approach to negotiation. As a leading web-based document and email management provider for the legal and financial industries, RBRO serves professional enterprises looking for secure solutions for file collaboration, knowledge management, and information governance. Founded in 2003, RBRO is a leading iManage partner, offering comprehensive solutions ranging from consulting services to iManage integration capabilities.
In addition to understanding the business, Jonas has developed several policies, presentations and templates that are provided to lawyers and business people. In developing these policies and templates, Jonas formed cross-functional working groups, including representatives from operations, finance, tax and legal services, so that we could ensure that the documents reflect the business. Mr. Noble returned to Constellation in April 2021 to lead our new large investment group after serving for 2 years as CEO of a technology startup in the decentralized investment space. Previously, Mr. Noble spent more than 18 years at Constellation in CFO and M&A roles at headquarters and in our operating groups, including Jonas Software and Volaris Group. Mr. Noble is a CPA (CA) and holds a Bachelor of Business Administration (Honours) from Wilfrid Laurier University. Online self-help portal: Gathering all the important templates, playbooks, newsletters, guidelines, and other useful information in one place can help you find answers to frequently asked questions. You can also save time by being able to refer to the answers in the portal. Generational Equity, a leading M&A advisor to private companies, acted as RBRO`s sell-side advisor in connection with the sale to Jonas Software. What are the main transactions and litigation you have been involved in over the past two years? Recent examples include Jonas` acquisition of Greycon, which involves negotiations in several jurisdictions in the UK, Greece, Uruguay, France and China.
Jonas also worked on the acquisition of Leonardo Worldwide Corporation, a leading Canadian digital asset management and digital marketing company. Contract management systems: Depending on the available budget, a contract management system may be useful for generating and tracking contracts. Some of these systems can be programmed with fallback positions, allowing you to effectively use the contract management system as a trading manual. Ticketing system and SLA: If you set up an automated ticketing system with an SLA, you may be able to spend less time setting time and triage expectations. Answers to simple questions can help put a question in the right place in the queue. Editor`s note: This interview was conducted prior to March 2020. Michael now works at Banyan Software. What techniques do you use to advise your business cost-effectively and how do you communicate them to other junior lawyers on the team? “Change and growth are essential in all aspects of life, and I couldn`t think of better hands than Jonas to place RBRO for this ongoing metamorphosis,” said John Russell, former owner and co-founder of RBRO Solutions. “Our customers will be an important beneficiary of the new RBN.” Mr. Anzarouth joined CSI in 1995. He works closely with our VMS business to identify and pursue platform acquisition opportunities and enter into licensing or distribution agreements.
