Case Studies

Capital Raise and Financial Advisory to Lower Middle Market Medical Device Manufacturer

J.S. Held Strengthens Forensic Accounting and Financial Investigations Expertise and Expands Suite of Services in Canada with Acquisition of ADS Forensics

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Background

Ocean Tomo, a part of J.S. Held, was retained by a lower middle market medical device manufacturer focused on portable sleep apnea devices and technologies. J.S. Held experts served as the company’s financial advisor to support capital raising activities surrounding the company’s IP portfolio.

Engagement

Ocean Tomo held the role as financial advisor on this transaction centered around capital raising efforts for the monetization of the company’s IP portfolio focused on sleep apnea devices and related technologies. Ocean Tomo took an active role in capital sourcing, negotiation, process management, and the identification and valuation of the company’s IP portfolio.

Results

Ocean Tomo, in its role as financial advisor, assisted the client in raising non-recourse capital to unlock the value of its’ novel IP portfolio through monetization activities.

Key Contacts

Ryan Zurek
Senior Managing Director
Intellectual Property
+1 312 327 8006
[email protected]


Molly Keelan
Senior Director, Strategic Accounts
Intellectual Property
+1 312 622 3471
[email protected]

Related Practice Areas

> Intellectual Property Advisory
Our intellectual property (IP) experts at Ocean Tomo, a part of J.S. Held, deliver strategic advisory in IP transactions, fundraising, and investment banking. We provide IP-based services and products to IP-rich corporations looking for nontraditional ways to approach structural, capital, and strategic needs. In IP transactions, we offer a purpose-built continuum of proven solutions to monetize patent, trademark, copyright, trade secret, and domain IP.

> Intellectual Property
Ocean Tomo, a part of J.S. Held, provides expert opinion, management consulting, advisory, and specialty services focused on matters involving intellectual property (IP) and other intangible assets. Our intellectual property services address economic damage calculations and testimony; business licensing strategy and contract interpretation; patent-focused business intelligence; portfolio development strategy; litigation support; trade secret reasonable measures; asset and business valuation; strategy and risk management consulting; merger and acquisition advisory; debt and equity private placement; and IP brokerage.

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