Case Studies
J.S. Held Strengthens Forensic Accounting and Financial Investigations Expertise and Expands Suite of Services in Canada with Acquisition of ADS Forensics
Read MoreOcean Tomo, a part of J.S. Held, was retained by a national health and wellness organization which provides essential health-related needs including health insurance, health care delivery, dental solutions, technology solutions, and more, to provide intellectual property analysis and valuation services.
Our client was considering a broad partnership with a multinational technology company’s research organization devoted to life sciences to create an integrated digital health platform and technology. Ocean Tomo’s role as a financial advisor on this engagement included supporting our client with data licensing and pricing negotiations through guidance on value, reasonable royalty rates, and pricing.
The goal of our work was to provide the client with valuable information for its data licensing negotiations, including providing a supportable royalty rate range for use in its negotiations. Ocean Tomo considered the details of the planned developments under the proposed partnership and the contributions of each party to said developments. As part of the analysis, Ocean Tomo reviewed factors such as the subject companies, the competitive landscape, analyst coverage, comparable license agreements, and comparable partnerships. Our client was satisfied that our independent assessment and guidance better positioned them for negotiations with the technology company.
Gregory Campanella
Senior Managing Director
Intellectual Property
+1 415 946 2605
[email protected]
Molly Keelan
Senior Director, Strategic Accounts
Intellectual Property
+1 312 622 3471
[email protected]
> Intellectual Property Management Consulting
Ocean Tomo, a part of J.S. Held, delivers specialized expertise in the management of clients’ intellectual property (IP) assets, spanning strategy, analytics, valuation, operations, and risk mitigation. Our IP management services are focused on assisting IP and strategy departments with corporate planning guidance, operational execution support, risk management, and technical understanding.
> 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.