Forming a Strategic Alliance - Key Issues

There are some key issues to look out for whenof the alliance agreement.
drafting a Strategic Alliance Agreement. The mostThe alliance agreement should also provide a
important provision to include, in my opinion, is a "Nomechanism for dealing internally with disputes between
Partnership" provision. A strategic alliance is different inthe parties. This provision may set-up a board,
purpose and form than a partnership, and thecomposed of members from both parties, responsible
agreement should expressly reflect the intentions offor hearing and resolving disputes. Due to concerns of
the parties not to form a partnership. The legal statusboth time pressure and wanting to maintain internal
of a "partnership" involves a whole series of rights andharmony, partners to an alliance will likely not want to
obligations that neither party to a strategic alliancesend matters of internal dispute to an outside arbiter.
would like to assume. Therefore, a "No Partnership"Thus, the agreement should provide a mechanism for
provision must be included and must clearly stress thatdealing with problems or disputes internally.
the parties do not intend to create a partnership in thisThe sharing of risks and rewards is central to a
agreement.strategic alliance. This issue is generally the most
A second key area to deal with is a provisionfiercely negotiated item in any alliance agreement.
addressing confidential information. Parties to aProfit sharing in proportion to each party's ownership
strategic alliance will inevitably share proprietary andinterest in the alliance is often used. This does align the
confidential information to realize the purpose andinterests of all parties because each seeks to
goals of the arrangement. Thus, the agreement mustmaximize profit. Losses can be shared in the same
include a "Mutual Nondisclosure" provision that definesmanner or limited to the extent of capital contribution.
"Confidential Information" and expressly states theGreat care must be taken in defining how net profits
respective parties' rights and obligations in respect towill be calculated.
this confidential information. Most likely, each party willIn conclusion, when negotiating strategic alliance
want a promise from the other that they will notagreements, a "no partnership" provision must be
disclose confidential or proprietary information to thirdprominently included, and the issues of confidentiality of
parties.information, party contributions, and allocation of risks
In addition, the agreement should address theand rewards generally require substantial negotiation. If
contributions of each party. In other words: What willthe parties approach that negotiation creatively and
each party be bringing to the agreement? Capitalwork cooperatively to consider a variety of options,
contributions of cash, intellectual property (patents,provisions can be negotiated that provide acceptable
trademarks, copyrights), technology transfers orprotection to all parties and support a common
licenses, distribution network, market access, personnelstrategy.
and other transfers of resources are key components