In Motion

Intellectual Property Consulting -

We partner and create alongside an entrepreneurial, forward thinking (tier 1) intellectual property group:

Patents / Trademarks / Copyright / Trade Secrets

The group is 170 person strong (Attorneys, Engineers, Scientists, Agents) with deep industry expertise in virtually every technology category. They provide complete global IP protection, help on transactions, licensing and assist with IP business strategy based on a company's expertise, needs, goals, and business initiatives.  Global Protection / Monetization - Aligning IP Strategy with Business Strategy.

It’s been said - That, ideas, innovations, and other intellectual based assets are rapidly replacing land, energy, raw materials, and labor as the engines of growth for many companies around the world. Making Intellectual Property one of the most important business assets of the 21st century. However, the truth is, that IP value is largely not understood in the capital markets. While it might be the most valuable asset a company owns, current accounting standards typically do not allow internally developed IP to be valued in the company’s balance sheet. To truly assess its value, you need to do a strategic analysis of those assets – That is what we do.

In 2019 I teamed up with two individuals from the aforementioned IP group (Chris A. and Steve G.). We have worked together on a weekly basis ever since (and refer to ourselves, as the 3 amigos). As some of our previously, separate work came together (capital markets for me, and intellectual property for them), it was only a matter of time before some of our thinking came together as well. And, one day while discussing opportunities as well as some software that Chris was creating, it hit me like a ton of bricks (throughout all my years in Wall Street, I would here plenty of talk on financial due diligence, trade due diligence and commercial due diligence, but, never, ever, did I hear talk on IP due diligence, never mind a deep dive type of assessment (this became, our Aha moment!). For the next few months, we did a lot of research that we shared with each other, which helped us to eventually create an IP due diligence product (an IP value discovery service offering). Today, we do an intense examination of a company’s Intellectual Property to help clients better understand the value of those IP assets. We help, to make sense of massive disparate data sets in real time and turn complex data into actionable intelligence. We offer deal insights that rivals do not know exist.

We challenge you: Allow us to do a deep dive type due diligence on the IP part of the transaction that you are looking at (before the transaction takes place), it will fully compliment the financial due diligence that you are doing on the enterprise value (on acquisitions, mergers, or divestitures). When done, we will hand over a forty or so page report, which, will give you thorough intelligence and insights on that portfolio (everything you’d want to know and more), which you and your management team can use to make sense of those assets, and truly assess whether to close the pending deal asap (due to the value it will bring to your new business model) or maybe, quite the opposite, enough reasons to walk away (and possibly avoid an eventual write-down or worst, a huge write-off a few years down the road). We would be happy to meet with you in person or via a video call to present our service offering for mergers, acquisitions, divestitures and other corporate transactions. See, a two-slide brochure on the service offering (attached below).

Michael Best & Franco Ventures - Strategic Opportunities Revealed (JF)

Global Transactions Consulting -

We partner with Houlihan Lokey (Global Investment Bank).

Ranked # 1 Global Investment Bank (based on active deals and global reach).

Houlihan Lokey has extensive expertise in mergers, acquisitions, and
divestitures for a broad range of clients (advised on 12 of the largest 15 corporate debt restructurings, including Enron Corp. and Lehman Brothers Holdings Inc.).

Houlihan Lokey’s Capital Markets Group offers its clients access to financing in the private and public capital markets through the issuance of debt, equity, or hybrid securities. Their bankers have decades of combined experience and a track record of successfully executing financings through changing market conditions.

Operations Improvement and Restructuring Consulting -

We partner with FTI Consulting (Management Consults).

Ranked # 1 Restructuring Advisor in Corporate Finance.

FTI’s Corporate Finance and Restructuring practice, a trusted partner to companies, boards of directors, investors, lenders, and creditors around the world, is focused on delivering restructuring and business transformation solutions. The offerings include restructuring, insolvency, interim management, capital market advisory, post-acquisition integration, valuation, and tax advisory as well as financial management and performance improvement solutions. The services are delivered through a global network of 82 offices in 27 countries situated in North America, South America, Europe, Asia, and Australia.

Turnaround Services
The restructuring and turnaround experts at FTI Consulting help management stabilize finances and operations to reassure all parties-in-interest that proactive steps are being taken to enhance value. The deep expertise across many industries allows them to quickly ascertain the key issues and to react immediately on behalf of clients. For clients in crisis, the team develops liquidity forecasts, improves cash flow management, obtains additional financing, negotiates loan covenant waivers, and guides complex debt restructuring. They also provide analytical and advisory services to lenders and unsecured creditors of distressed borrowers.

Teamwork - We assemble teams from all three areas (as needed on mandate). Top professional teams, working in a collaborative manner with the leadership of your corporation. You get access to top-tier advisors working in sync, to address your urgent needs and most important business initiatives.