We develop Tech+IP strategies and transactions to support our clients’ growth and core businesses. Strong IP equals strong profit margins. We know from experience how leading positions can be organically built, thoughtfully acquired, and appropriately exploited. In each engagement, our multidisciplinary teams look to add “smart value,” developing strategies and deals that are appropriate for the client in the short and long term based on insights from subject matter expertise, primary research, and fundamental analysis. Using best practices honed from industry leaders, our team evaluates each scenario against the Tech+IP landscape, litigation/licensing practices, M&A and funding events, and information mined from a myriad of public and proprietary databases.

We understand the need for workable solutions tailored to each client’s strategies and business objectives and that successful execution depends on the details. Based on our extensive experience as advisors to, or executives in, leading Tech+IP companies, we support engagements with a proven methodology and a multidisciplinary team of bankers, IP and technical experts, and financial valuation specialists. Together, we efficiently guide transactions and projects through well-defined processes while maintaining flexibility to overcome challenges.

Our industry expertise and understanding of attendant ecosystems—where our clients work every day—combined with over 20 years of transactional experience, provide a unique ability to anticipate challenges and proactively model solutions.

Our services include:

• Transaction strategy creation or restructuring
• IP portfolio review and categorization (including non-core or undervalued IP identification)
• Distressed transaction advisory
• Patent sales and licensing
• Venture creation and monetization
• Technology transfer
• Buyer and market identification
• Marketing package development
• Deal structuring and IP risk management 
• Competitive market generation
• Negotiation, diligence, and closing
• Fairness opinions and board/special committee advisory

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Intellectual property and technology as asset classes are highly valuable, but they often are illiquid and very difficult to value. Though patents and other forms of intellectual property are often critical to maintaining sustainable competitive advantages and profit margins in many industries, methods honed for valuing other business assets may dramatically undervalue the real value when applied to these so-called “negative rights” (intellectual property merely conferring on its owner the ability to exclude others from infringing use).

To address this challenge, we’ve developed a proven methodology based on multidisciplinary principles and industry best practices to help clients achieve their objectives. Our team of financial valuation specialists, patent and technical domain experts, and bankers applies extensive IP-specific experience and evaluates scenarios against the Tech+IP landscape, litigation/licensing practices, M&A and funding events, and information mined from a myriad of public and proprietary databases. Our experience base comes from having served as testifying experts or advisors to counsel in litigation and in business environments for many of the world’s largest technology, software, and medical device companies. Leveraging this experience as well as our IP transaction expertise, we bring a real-world perspective to each client engagement.

Some of the contexts in which our valuation services are used include:

• Technology transfer
• Support of IP transactions (buyside, sellside, etc.)
• Development of Tech+IP monetization and commercialization strategies
• IP-focused, independent board advice
• Restructuring strategies
• Monetizing non-core or undervalued IP
• Dispute resolution

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Strong analytics—market-driven as well as patent and intellectual property–driven—underlie everything we do. Our team brings to each engagement decades of experience as experts representing counsel or advisors in IP litigation and licensing around the world or in dispute resolution matters in business environments for many of the world’s largest technology, software, and medical device companies. We combine this with best practices honed from industry leaders to help us evaluate scenarios against the Tech+IP landscape, extensive patent analysis and evidence-of-use information, litigation/licensing practices, M&A and funding events, and other information mined from a myriad of public and proprietary databases.

Whether categorizing and assessing literally tens of thousands of patents, supporting license negotiations or product launches in new market areas, or solving other technology or IP challenges in non-obvious ways, our analytics services help clients effectively resolve their Tech+IP challenges. We bring a litigation-strength diligence, precision, and tenacity to all our analytics work.

We routinely perform the following analytics services:

• M&A or licensing transaction trend research
• Investment due diligence
• Comparable transaction analysis
• Competitive technology market analysis
• Targeted Tech+IP buyers lists
• Targeted Tech+IP sellers lists
• Technology landscape analysis
• Royalty stack analysis
• Standard technical contribution analysis
• Litigation research
• Patent technology landscape analysis
  
  

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