Ocean Tomo was retained by a strategic finance company that had provided debt capital to a private company focused on high performance enterprise storage. To support its annual investment portfolio review process, the client requested that Ocean Tomo provide a valuation opinion regarding the distressed fair market value of the entity.
Ocean Tomo has performed numerous patent valuation projects for this client to support its credit investment decisions. In this matter, our analysis was post-investment as our client had spent material time advising the company on its business strategy and was closely monitoring its financial performance in this highly competitive segment of the industry.
We provided our client with a valuation that not only assisted it in meeting the requirements of its investment portfolio review process, but also provided insight into the forward-looking significance of specific financial characteristics of the subject company. Concluding our work, the client maintained its investment position and assisted the company in raising additional capital necessary to continue its business plan.