Case Studies

Industrial Conglomerate New Market Entry

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

An industrial conglomerate plans to enter the market in a new geographic region with its established product/technology and is concerned about the competitive threat.

Engagement

The company retained Ocean Tomo, a part of J.S. Held, experts to assess the competitive risk and identify strategic options for market entry. As part of the engagement, we:

  • Developed a competitive technology/patent landscape; identified competing technology solutions from major players in the target geographic market.
  • Prepared a SWOT analysis of the client’s patent position, identifying portfolio gaps and assessing of risk of assertion from major competitors.
  • Conducted a market study identifying innovative companies with complementary products and a presence in the target geographic market.

Results

The client considered acquiring one of the innovative companies. Due to the market downturn, the client ultimately abandoned the market entry plan guided by our assessment of the litigation risk and financial exposure.

Key Contacts

Chris Wichser
Senior Managing Director
Intellectual Property
[email protected]


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

Related Practice Areas

> Intellectual Property Specialty Services
Specialty Services experts from Ocean Tomo, a part of J.S. Held, combine technical excellence, patent expertise, and business acumen to partner with in-house corporate intellectual property (IP) groups, outside counsel, and financial institutions. We leverage deep technological expertise to dig into complex systems and apply our knowledge across a wide variety of matters. Our engineers and scientists bring decades of intellectual property business intelligence and analysis experience to each engagement, providing turnkey technical and patent solutions to our clients.

> 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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