Corporate Finance

Intellectual Property Debt & Equity

J.S. Held’s Inaugural Global Risk Report Examines Potential Business Risks & Opportunities in 2024

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Ocean Tomo, a part of J.S. Held, delivers specialized intellectual property (IP) expertise to help clients identify and drive corporate value through the management of IP assets.

Visit Ocean Tomo for more information about J.S. Held's intellectual property services.

Understanding the value and contribution of IP to an enterprise is fundamental to an organization’s ability to access both equity and debt capital, plan and negotiate joint venture and M&A activity, and execute value added strategies to maximize the return on investment in these assets.

Our IP valuation experience goes well beyond desktop valuations; and our real-time market knowledge is a primary reason why clients retain our experts to perform accurate market value assessments. We realize that there are numerous factors that drive the value of IP; and we are experts in providing our investor and board of director clients with current, market-based scenario analyses that not only educate but also facilitate supportable, educated decisions.

Our Services
  • Analysis of Inter- & Intra-Company Agreements Including IP Licenses & Transfer Pricing
  • Determining Relative Inventive & Financial Contributions by Debtors
  • Determining Relative Value of Exclusive & Nonexclusive License Rights
  • Divestiture of IP
  • Enterprise Valuation
  • Fairness Opinions
  • Financial Advisory
  • Financial Services Litigation Support & Expert Testimony
  • IP Analytics
  • IP Auctions
  • IP Collateral Valuation for Lending
  • IP Licensing Support
  • IP Management
  • IP Monetization Strategy
  • IP Operational Advisory
  • IP Portfolio Review & Optimization
  • IP Pricing Support
  • IP Revenue Projections
  • IP Transaction Advisory
  • IP Valuation
  • IP Valuation for Restructuring & Bankruptcy
  • Joint Venture Planning
  • Licensing Negotiation Advisory
  • Quantitative Analysis to Evaluate Licensing Scenarios
  • Royalty Rate Research
  • Solvency Opinions
Featured Engagement:
Smart Electric Grid Technology – Financing

Valuation of the patents, know-how, and trade secrets of a company designing smart grid management technology. In-depth due diligence was conducted with the company, customers, and suppliers to understand the true market potential of the technology.

Featured Engagement:
Negotiation Support – Data License

Supported regional health maintenance organization in data licensing/pricing negotiations with American multinational technology company’s research organization devoted to the study of life sciences.

Featured Engagement:
Negotiation Support – Patent License

Supported multinational video game and digital entertainment company owned by multinational conglomerate in patent license negotiations with American multinational technology company focused on online advertising, search engine technology, cloud computing, computer software, quantum computing, e-commerce, artificial intelligence, and consumer electronics.

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