LEVERAGE THE INTANGIBLE ASSETS

MAXIMIZE THE INVESTMENTS VALUE BY EXPLOITING THE TECHNOLOGY & IP ASSETS


Scope: current investment portfolio


Services & Deliverables:


  • Investment Portfolio Technology & IP assessment (by selected companies by segment)
    • Technology & IP portfolio quality (market, innovation, economic, legal)
    • Risks analysis (strategic, financial, technological, legal)
    • First-cut potential exploitation opportunities

  • Technology & IP Exploitation strategies for a selected investment
    • New technology applications
    • Licensing of non-core IP
    • Technology synergic acquisition
    • Partnership & JVs
    • IP assets sale

  • Valuation and contracting services for the identified exploitation strategy

REDUCE TECHNOLOGY & IP STRATEGIC AND FINANCIAL RISKS


Scope: current single investment in portfolio


Services & Deliverables:

  • Risk mapping & drivers (strategic, financial, technological, legal)
  • Value at risk (VAR) assessment (financial impact)
  • Risk mitigation plan & instruments
  • Risk monitoring and prevention

BUILD A COMPETITIVE INVESTMENT PORTFOLIO IN PROMISING TECHNOLOGIES, IP AND INDUSTRY SEGMENTS

Scope: new investment opportunities


Services & Deliverables:


  • Identification of attractive technologies and IP driven targets

  • Development of the investment strategies
    • New technology applications
    • In-Licensing
    • Partnership & JVs
    • IP-based new venture
    • Selected strategy business case

BUILD A REVENUE GENERATING IP PORTFOLIO (BRANDS, PATENTS, TECHNOLOGIES)


Scope: single IP asset or portfolio acquisition


Services & Deliverables:

  • Identification and potential licensing assessment of IP assets (sleeping brands, non-core patents, distressed companies with good IP assets)
  • Economic-financial valuation of the assets
  • Licensing contracts design
  • Installation of the licensing process and tools
  • Licensing operations support
  • Design of the SPV (Special Purpose Vehicle) to manage the IP assets

INCREASE THE VALUE IN M&A TRANSACTIONS


Scope: high-quality deal flow generation and single deal transaction (buy-side)


Services & Deliverables:

  • Technology & IP driven targeting
  • Recurrent target monitoring (market, geography, technology, product/applications, IP)
  • Technology & IP Strategic due-diligence
  • Technology/IP Valuation for transaction pricing
  • Technology/IP Portfolio post-integration optimization

EARLY WARNING OF IP-DRIVEN INVESTMENT OPPORTUNITIES


Scope: selected markets and technologies based on the investment strategy objectives and approach

Services & Deliverables:

  • Advanced Competitive Intelligence
  • Monitoring Services delivered through ICM CMTI (Competitive Market Technology Intelligence) web based platform
  • Alert on early warning
  • Investment briefing & reporting