The Business of Tech+IP
We invent Tech+IP deals and strategies to support our clients’ growth and core businesses.
From a Fortune 500 company’s SoC designs, next-gen microcontrollers, or security algorithms to a start up’s medical device, IOT, or block chain technology, unique IP is frequently the source of investment opportunity, future growth, and durable value. Tech+IP is committed to providing solutions for clients that optimize “smart value.” We provide monetization, capital formation and advisory services focused on deriving value from Tech+IP. We take a 10-year view with our clients creating both value in the short term and a framework for long term success.
Monetization
Tech+IP team focuses specifically on licensing, sellside and buyside transactions, and portfolio asset management and enhancement services including:
Comprehensive design and execution of sellside or buyside engagements involving patents and other valuable IP. This includes: portfolio assessment and analytics, market analysis, comprehensive financial modeling, target identification, materials generation (e.g., evidence of use chart development), bid generation and assessment, negotiation and closing assistance
IP or Technology licensing program formulation and execution, including asset and market analysis, comprehensive economic modeling, identifying key targets, evidence of use development, and licensing and enforcement strategy and execution
Overseeing 3rd party IP monetization programs
Subadvisory services in Corporate M&A to assess and execute on separation of non-Core IP from IP that should convey, and follow-on sellside services
Comparable transaction analysis and Tech or IP landscapes
Strategic planning and execution assistance for patent pools, patent licensing entities and corporate licensing programs
Capital Formation
Industry knowledge coupled with transaction & fund raising experience can make all the difference. There simply is no substitute for an advisor who has the combination of in-depth knowledge of your core industry, Tech+IP assets, M&A or capital-raising tactics, and Wall Street experience. It is critical to have a trusted boutique bank with the experience and proven ability to deliver a tailored solution—not just brokerage or capital. Where Tech+IP is an important component of a larger M&A, reorganization, or financing process, we frequently serve as technology or IP subadvisors, working seamlessly with leading industry-focused investment banks and financial sponsors.
Our services include:
M&A advisory and Financial Restructuring advisory:
develop and formulate transaction or restructuring strategies
identify, screen, and initiate discussions with potential targets
structure and negotiate transactions
arrange financing
Licensing Group spinouts / take privates
Tech+IP driven equity, debt, and hybrid investing advisory
Select co or lead investment in Tech+IP driven situations
Tech+IP Sub-advisory in large Corporate M&A or Financial Restructuring (out-of-court, ABC, Chapter 7 or Chapter 11)
IP Special Situations research and transaction execution
Strategic and Board Advisory
In most businesses, C-Suite executives, boards, business and legal personnel, financial sponsors, and other stakeholders have a need to know whether, and to what extent, their patents, technology, or other IP has material value, is “core” or “not core” to Company products, and if there are deals that could be done to unlock substantial additional value.
We provide expert Tech+IP-related advice to Companies large and small and their boards of directors and other key stakeholders including:
IP-focused, independent Board Advisory
Strategic Alternatives assessment (including “core” and “non-core” IP assessment)
IP portfolio audit, assessment, and ROI strategy
Tech+IP commercialization strategies
Tech+IP valuations, patent purchase and licensing agreements, patent pool participation, and other aspects of IP value
Execution of strategic projects
Comparable transaction analysis
Collateral assessment and “material IP” identification for Corporate and financial sponsor stakeholders, pre or post deal