Intellectual Property Management

Strategy & Analytics

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, provides trusted counsel to companies to help them understand, measure, leverage, monetize, and protect their Intellectual Equity® value.

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

We offer a multidisciplinary approach to intellectual property (IP) strategy centered on corporate planning, operational execution, and risk management. Our team provides industry analysis, competitive assessment, and internal IP policy evaluation to develop client specific plans to realize IP value, while minimizing risk and any disruption to core business initiatives. Our patent analytics also provide clients with detailed reporting regarding their IP portfolio and landscape and allows our experts to quickly and efficiently derive meaningful business intelligence.

Our Services
  • Competitive Assessment
  • Industry Analysis
  • Invention Capital & Patent Acquisition
  • IP “Guiding Principles” Development
  • IP Portfolio Analysis & Optimization
  • IP Strategic Business Planning
  • Licensing Policy Development
  • Litigation Strategy – Pre-Litigation Support, Litigation Avoidance Strategy, Damages Assessment, Dispute Resolution
  • Patent Marking
  • Risk Analysis & Mitigation Strategy
  • Trade Secrets Management
  • Value Contribution Assessment
Our Subject Matter Experts
  • Accredited Business Valuation Experts
  • Certified Financial Forensics Experts
  • Certified Licensing Professionals
  • Certified Public Accountants
  • Economists
  • Intellectual Property Valuation Experts
  • Testifying Experts
Our Clients
  • Bankruptcy & Restructuring Attorneys
  • Boards of Directors
  • C-Suite Executives (CEO, CIPO, CTO)
  • Fortune 1000 Companies
  • Laboratories
  • Small & Middle Market Companies
  • Public Companies
  • Start-Ups
  • University Technology Managers
  • Venture Capitalists
Corporate Planning

Our experts work with clients to develop a Preliminary Strategy Review identifying client specific plans to realize value, while minimizing risk and any disruption to core business initiatives, including:

  • Industry Analysis
  • Competitive Assessment
  • Value Contribution Assessment
  • IP “Guiding Principles” Development
  • Business Planning

Decades of experience suggests that the right strategy varies over time based on industry trends, client financial and market conditions, and operating goals. Ocean Tomo’s assessment at this stage is cross functional involving all relevant firm practice areas. After presentation to the client, this preliminary strategy is refined before moving to the next stage of broad-based objectives supported by detailed operational execution.

To this end, the output of Ocean Tomo’s Strategy Advisory Services is often centered on one or more strategy paradigms or experience driven programmatic mandates including:

  • Develop and implement new corporate IP strategy
  • Leverage IP to grow equity value in financial markets
  • Monetize IP to increase earnings or generate one-time finance events
  • M&A transaction advice and education
  • Convert an operating business to an IP centric development firm
  • Manage risk including litigation and enforcement threats
  • Architect balanced portfolio: defense, offense and profit making
Operational Execution

While the IP function is critical to supporting company strategy, IP managers face time, budget, and data challenges. Ocean Tomo improves the efficiency and effectiveness of our clients’ IP functions. We provide process and policy reviews related to innovation and invention capture, patent strategy and decision management processes, confidential information handling and trade secrets reasonable measures, as well as information and decision tools including benchmarking, score cards, and executive dashboards. Our results enable more effective and timely decision making helping to reduce budgetary pressures. Ongoing IP strategy at this stage, includes but is not limited to:

  • Portfolio Analysis & Optimization
  • Patent Marking
  • Invention Capture & Patent Acquisition
  • Trade Secrets Management
  • Licensing Policy
Risk Management

IP risk management is both a strategic as well as operational issue. In order to identify and manage risk, Ocean Tomo provides clients with services and products designed to identify and mitigate risk as well as avoid litigation.

  • Mitigation
    • Robust Patent Acquisition & Publication
    • Implementation of a Comprehensive Licensing Policy
    • Risk Insurance Products – traditional insurance policy access & proprietary Patent Risk Programs
  • Licensing & Pre-Transactions, Pre-Litigation Support
    • IP Litigation Strategy
    • Damages Assessments
    • Dispute Resolution
  • Litigation Avoidance
    • Active Participation in Industry Groups – Standard Setting Organizations & patent purchase cooperatives
    • Proprietary solutions leveraging third party capital
Strategic Patent Analytics

Ocean Tomo’s Strategic Analytics products and services assist companies in actively managing their intellectual property portfolios. Services offered support both in-house transaction diligence and client-side evaluation and development efforts. The product of our work is insightful, detailed, and rigorous, utilizing both qualitative judgment and quantitative methods.

Today, intellectual property and patent data is widely available, but the sources of data and the formats in which these data are presented are not practical for quickly and efficiently deriving meaningful business intelligence. Various software tools address these challenges, but typically require a specialist to extract useful information and analysis.

Standard Reports

  • Patent Portfolio Report
  • Competitive Landscape Report
  • Cross Licensing-Report

We also offer the flexibility for clients to tailor the scope of the technology, horizon, and reporting of information. Custom Reports may be updated on a periodic basis or upon request.

Custom Reports

  • Analytics Consulting Services
  • Three Year Plan
  • Acquisitions Analysis
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