Introduction As part of a damages analysis, when assessing whether a license agreement is comparable for the purposes of a hypothetical negotiation for a reasonable royalty, economic and technical comparability is important to consider. In this post, we posit certain high level guiding principles, focusing on a two pronged approach of technical and economic comparability. […]
Ocean Tomo Valuation
Intellectual Property Valuation & Technical Insights: A Path to Successfully Raising Capital
A valuation of intellectual property (IP) may be important when raising capital because it helps to determine the value of a company's most valuable assets – its intangibles. Historically, capital providers would look to the value of a company’s hard assets (such as property, plant, and equipment) to gain comfort before investing in or lending […]
The Importance of a Multi-Disciplinary Team When Analyzing, Valuing, and Transacting Technology and IP-Rich Companies
Historically, the roles of the appraiser, technologist, and investment banker were separate and unrelated functions in the deal-making process. However, as the global economy continues its decades-long transition from asset-heavy manufacturing to an intellectual property (IP) driven knowledge-based economy, the need for collaboration among these roles has become imperative to the comprehensive analysis of corporate […]
SCOTUS to Hear Case on Damages for Trademark Violations Based on Foreign Sales
In 2023, the U.S. Supreme Court (SCOTUS) will take up what could prove a landmark case on the reach of U.S. courts in awarding damages based on extraterritorial sales in trademark disputes. The case is Abitron Austria GmbH, et al. v. Hetronic International, Inc., Docket 21-1043. Hetronic manufactures construction equipment components. By agreement, Arbitron and […]
Financial, Technical, and Intellectual Property Expertise in Energy Transaction
Earlier today, Ocean Tomo, a part of J.S. Held, announced our role as financial advisor to the Special Committee of the Board of Directors of Ares Acquisition Corporation (AAR). “Understanding the strengths and weakness of X-energy’s technology and the related market risks and opportunities was central to this engagement,” said Ocean Tomo Managing Director Greg […]
Impact of Emerging ESG Regulations on Valuation
Last month, I had the privilege of joining my colleagues Karyl Van Tassel, CPA/CFF, Richard Donohoe, and Nicole McTernan for a fireside chat regarding the expected impacts of looming Securities and Exchange Commission (SEC) regulations on Environmental, Social, and Governance (ESG) disclosures from multiple perspectives – accounting, technical, intellectual property (IP), and valuation. In a […]
Brand Valuation and Monetization: Brand Valuation Methodology
Ocean Tomo, a part of J.S. Held, Managing Director Gregory Campanella spoke on the topic of brand valuation and monetization at a webinar hosted by the Licensing Executive Society’s Valuation and Pricing Committee. Ocean Tomo will be publishing to the Insights blog a series recapping the webinar, and Greg’s answers to a multitude of questions […]
Impact of Emerging ESG Regulations on Intellectual Property
Last month, I had the privilege of joining my colleagues Karyl Van Tassel, CPA, CFF, Richard Donohoe, and Nicole McTernan for a fireside chat regarding the expected impacts of looming Securities and Exchange Commission (SEC) regulations on Environmental, Social, and Governance (ESG) disclosures from multiple perspectives – accounting, technical, IP, and valuation. From an Intellectual […]