Built on long term relationships

We approach each client interaction with a 10-year view: how can we consistently provide smart value, creative ideas, and workable solutions for this client for the next 10 years? It’s been core to our success.

Powered by Knowledge and Rooted in Evidence-Based Methodologies

We invent deals and strategies based on insights developed from subject matter expertise, primary research, and fundamental analysis. Using industry best practices honed from industry leaders, our team evaluates each scenario against the Tech+IP landscape, licensing practices, M&A and funding events, and information mined from the world’s largest Tech+IP database with a myriad of public and proprietary data.

Our clients know that we “live with our advice” - we know that successful execution depends on detail

Unlike many advisors, Tech+IP helps clients actually execute on the licensing, sale, fundraising, or other solutions we recommend. We bring a team to each project that has successfully transformed strategy into tangible results in the technology and IP markets for many decades. We understand the flow of complex global transactions and advisory projects and support each deal with proven methodology and a multi-disciplinary team of investment bankers, attorneys, technical domain experts, and financial valuation specialists.

Anticipate & mitigate risk

Our deep industry expertise and understanding of attendant Tech+IP ecosystems — where our clients work every day — combined with the team’s 100+ years of transactional experience provides a unique ability to mitigate corporate and financial sponsor Tech+IP transaction risk. We anticipate challenges and pro-actively model solutions before they become critical bottlenecks.

Litigation-strength expertise

Our team brings to each engagement extensive experience as litigation experts representing counsel, or advisors in disputes -- including in global multi-jurisdiction litigation or in business environments -- for many of the world’s largest technology, semiconductor, software, and medical device companies. This helps us resolve seemingly insurmountable differences in creative and effective ways in all our deal and advisory work, while keeping our client’s privileged information protected.

A global perspective, combined with global experience

Our clients span the globe and so does our work experience. Our team has experience with transactions in North America, East Asia, and Europe, and our principals reside and have worked in Tech+IP companies in these regions as well. This allows us to understand subtle differences in business practices, and manage the deal process to respect variations in decision-making practices, regulatory contexts, and legal environments.

IP equals profit margin and durable value

We believe investment in Tech+IP directly contributes to the bottom line in virtually all industries. We know — from seeing it and doing it on over a hundred projects — how leading Tech+IP positions can be organically built, thoughtfully acquired, and leveraged to serve corporate and shareholder interests as a standalone, high-margin product line, or in service of other corporate goals. Frequently, this requires understanding “core” and “non-core” technology and IP, or a combination of the two.