Intellectual Property Management Consulting

In 2020, the Ocean Tomo Intangible Asset Market Value study revealed that intangible assets command 90% of S&P market value; and with more than 90% of enterprise value attributable to intangibles, now more than ever, corporations large and small have realized the need to identify, protect, monetize, and manage their internally developed and acquired intellectual property assets.

Our clients retain us to help them identify and drive corporate value through the management of intellectual property assets. Understanding the value and contribution of IP to an enterprise is fundamental to an organization’s ability to access capital, both equity and debt, proactively plan for M&A activity, and execute additional 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 Ocean Tomo 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.

> Learn more about our expertise in Debt & Equity Capital IP Valuation.

While the IP function is critical to supporting company strategy, IP managers face time, budget, and data challenges. Ongoing IP portfolio management, assessment, reporting, and information flow is critical to sustained value creation and competitive positioning. Our intellectual property (IP) experts with Ocean Tomo, a part of J.S. Held, help clients to improve the efficiency and effectiveness of their 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.

> Learn more about our IP Department Operations services.

Ocean Tomo, a part of J.S. Held, has developed the Patent Risk Program to identify, quantify, mitigate, manage, and transfer liability risk related to potential assertions of patent infringement. Through various novel mechanisms and insurance, the program aims to sharply reduce the risks faced by operating companies from patent infringement claims and shareholder litigation.

Currently available patent infringement-related insurance products inadequately meet clients’ needs in numerous respects. Policies tend to be limited and expensive, and maximum policy coverage is inadequate, placing restrictions on the owners’ control over licensing and litigation decisions. Most insurance products only provide risk transfer and do not address the other important aspects of an IP risk management program.

The Patent Risk Program is the only comprehensive patent infringement risk management program in the marketplace, providing a dramatically more complete, efficient, and effective solution comprised of three portions: Identification & Quantification, Mitigation, and Transfer. Each portion of the overall program has independent value and may be selected in one, two, or three portions.

> Learn more about the Ocean Tomo Patent Risk™ Program.

License compliance services from Ocean Tomo, a part of J.S. Held, are aimed at improving client revenue streams related to licensing arrangements. During resource allocation, organizations often overlook the importance of monitoring compliance with contractual arrangements, understated revenues linked to licensing arrangements are frequently missed, and license management – the controls and procedures necessary to facilitate accurate royalty reporting – is all but neglected. These disregarded mechanisms are nonetheless vital for both increasing returns on research and design and for enhancing an organization’s shareholder value. As globalization and technological advances create environments where proactive attitudes are necessary, licensing matters have become a growing concern to national and international companies, as well as to universities and research foundations.

Responding to this growing concern, Ocean Tomo assists its clients in improving revenue streams by securing compliance with licensing and other business arrangements, creating procedures to manage revenue payments and attract additional licenses. The program is a complete package of strategic license portfolio monitoring and auditing.

> Learn more about our Royalty & License Compliance services.

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.

We begin each intellectual property (IP) Strategy Advisory Services engagement with a thorough understanding of relevant industry activity as well as best-in-class IP solutions, tools, and execution partners. Our implementation of world-class IP strategy programs assists stakeholders throughout the organization, not simply within the IP function.

Our strategic advisory services are centered on corporate planning, operational execution, risk management, and technical understanding. Across these four pillars, we rely on experts across our Intellectual Property practice to develop and execute effective strategies promoting innovation-driven business initiatives.

> Learn more about our IP Strategy & Analytics expertise.

Intangible assets are now responsible for 90% of all business value, much of which is represented by registered intellectual property (IP)—patents, trademarks and copyrights.  The most significant remaining assets are a firm’s proprietary know-how maintained as trade secrets.

Reductions in technology life cycles combined with the inherent uncertainties of patent prosecution have recently resulted in a greater emphasis on protecting innovation through secrecy. Indeed, the value and commercial impact of trade secrets can be seen in the growth in trade secret litigation and the size of published settlements and awards.

Ocean Tomo, a part of J.S. Held, is made up of experienced and dedicated intellectual property professionals who are knowledgeable about all financial and operational issues concerning trade secrets. Our services provide clients with opportunities to uniquely realize and leverage the value of their trade secrets as business assets, spanning expert testimony, strategy, investments, risk management, and transactions.

> Learn more about our Trade Secret Management services.

The current global economic environment has set a new landscape for the recognition and accurate valuation of intellectual property (IP), and more broadly, identifiable intangible assets. More than ever before, corporations large and small have placed an immediate emphasis on identifying, protecting, and monetizing their internally developed and acquired IP assets.

IP professionals from Ocean Tomo, a part of J.S. Held, have been on the forefront of IP valuation and transactions for multiple decades, and are universally recognized as thought leaders in this asset class.

Our clients retain us to assist in capturing the value associated with all aspects of a business enterprise, and most commonly, intellectual property assets. This knowledge enables them to proactively plan for M&A activity and additional strategies to maximize return on investment in assets.

Learn more about our expertise in valuation for specific business needs and asset classes below:

• Bankruptcy Support
• Business Enterprise Valuation
• Intellectual Property Valuation
• Intellectual Property Transactions
• Litigation Dispute Valuation
• Mergers & Acquisitions
• Patent Valuation

The internal and external pressure on corporate innovation has never been greater. Several factors influencing the innovation process include: the shortening of technology life cycles, acceleration of technological convergence, increased global competition, and reduced product and service loyalty combined with ever-increasing consumer expectations.

Increasingly today, in order to optimize innovation, public and private companies, both large and small, employ a variety of innovation channels designed to support their internal R&D processes, including: corporate venture capital; R&D outsourcing to government and independent labs; universities; intellectual property acquisition; human capital acquisition; and M&A. Each of these external innovation channels requires extensive oversight and management.

Venture Development services from Ocean Tomo, a part of J.S. Held, allow operating company clients to capture and guide emerging third-party solutions through an outsourced venture capital service platform specific to their interests.

Cross-functional Ocean Tomo experts identify, diligence, and direct client investments into a small portfolio of venture-backed companies with promising future growth technologies. We direct portfolio investments to maximize the opportunity for future product, service, or acquisition opportunities. Our expertise helps clients to convert low-return R&D dollars into to high-return capital gains and intellectual property (IP) rights. Client returns are measured both through innovation access and financial gain. 

> Learn more about our Venture Development & Innovation Management services.