Background
An alternative asset manager engaged Ocean Tomo experts to guide the acquisition of a targeted semiconductor portfolio through a structured patent acquisition and intellectual property transaction advisory process. The objective was to secure high-value intellectual property assets that aligned with the client’s investment strategy, supported by rigorous patent diligence, valuation analysis, and clear monetization potential.
Ocean Tomo was retained to identify, structure, and support the acquisition of a semiconductor patent portfolio that met defined technical, legal, and financial criteria, while mitigating transaction risk and supporting ongoing licensing opportunities.
Engagement
Ocean Tomo provided patent acquisition advisory and intellectual property transaction support to identify, diligence, and acquire a semiconductor patent portfolio aligned to the client’s investment objectives. The team curated a portfolio of 20 patent families from the ground up, sourcing assets from a leading semiconductor innovation company. This portfolio was tailored to reflect the buyer’s overall IP investment strategy.
The engagement included a comprehensive patent diligence and valuation process. Ocean Tomo conducted a detailed analysis of granted US patent claims and reviewed prosecution histories, including file wrappers, for each patent family to assess claim scope, strength, and enforceability. This work formed the basis for developing litigation-grade claim charts and a damages model to evaluate potential licensing outcomes, supporting the client’s patent monetization strategy.
Ocean Tomo presented these findings directly to the client, providing a claim-by-claim assessment of patent coverage, validity considerations, and damages assumptions. These discussions were conducted in coordination with the client’s outside counsel, enabling an integrated review of legal risk, valuation, and licensing potential within the context of the intellectual property transaction.
In addition to diligence and valuation, Ocean Tomo acted as the client’s agent throughout the IP transaction process. The team supported negotiation of financial terms with the seller to achieve commercially acceptable outcomes while managing risk. Ocean Tomo also assisted the client in reviewing and advancing the seller’s Patent Purchase Agreement and facilitated coordination between parties to support transaction execution and closing.
Results
Ocean Tomo enabled the successful acquisition of a semiconductor patent portfolio by delivering integrated patent acquisition advisory, valuation, and transaction support aligned with the client’s investment strategy. The tailored portfolio selection and diligence-driven analysis provided a clear understanding of patent quality, licensing opportunity, and monetization potential.
The use of litigation-grade claim charts and damages modeling supported informed decision-making and strengthened the client’s position in evaluating the licensing opportunities and financial risk. Through active negotiation support and transaction management, Ocean Tomo helped secure acceptable financial terms and advance the intellectual property transaction through to execution and closing.
