Steven Baron

Steven Baron, Managing Director, CLO Solutions, brings over 20 years of legal knowledge and experience working with corporate leaders and law firm executives to develop innovative solutions to complex regulatory, litigation, compliance, transactional and internal business improvement challenges.

Partnering with clients on strategic initiatives, Steve brings his executive leadership and business acumen to help companies leverage opportunities and identify issues before they become a problem. His expertise in critical business issues allows him to coordinate tailored and responsive solutions to meet his clients’ needs across a variety of demanding and unpredictable business environments.

Steve works with global companies across a wide range of industries including financial services, legal, technology and healthcare.

Major Projects

• Assisted a top five global law firm in building a dedicated document review program to support over 150 unique document reviews associated with multiple litigation, investigations, and breaches. This work has been ongoing since 2015.
• Led a remediation effort on behalf of a financial institution to resolve nearly $15B in loans across almost 100 US bankruptcy jurisdictions.
• Led a large effort with a national defense contractor to clean-up and migrate over 10,000 contracts into a new contract lifecycle management tool. Additionally, conducted a records retention review and clean-up on behalf of their legal department, which involved managing contract review and data extraction into the client’s environment.
• Oversaw efforts in South America to support the management of data and review for a large government operated bank to resolve an alleged fraud investigation related to lending practices.
• Advised a large healthcare provider with their enterprise-wide records and data governance review, which resulted in over $1mm in annual savings. The initiative enabled the client to quickly access and retrieve data, which significantly enhanced their processes. Additionally, our team created a disposition plan to address materials outside scope of their updated retention schedule.
• Partnered with a global software company which required contract management support related to six major acquisitions located outside the United States. Assisted the client in extraction and remediation of over 30,000 contracts into a single contract management system while ensuring that data sharing, local privacy concerns, and regulatory requirements were appropriately addressed.
• Collaborated with a global financial services firm and their outside counsel to investigate and review documents and materials related to potential fraud claims. Successfully managed a team of over 130 attorneys to review and extract data over an expedited six-week period in preparation for a public company earnings call. 

Areas of expertise

• Regulatory compliance
• Investigations
• Contracts management
• Data migration
• Business process improvement
• Corporate transactions
• eDiscovery (collection, data/ESI processing, hosted review tools)
• Managed review
• Records management
• Data governance
• Public sector (Federal, State, and Local)

Industry expertise

• Financial Services
• Healthcare
• Pharmaceutical
• Consumer Products
• Public Sector
• Consumer Products
• Energy and Utilities
• Manufacturing
• Private Equity
• Technology
• Media and Telecom

Education

• University of Florida – BA, Criminal Justice