Ocean Tomo, a part of J.S. Held LLC, announced today the updated performance of Ocean Tomo Transactions, LLC, a part of the firm’s Advisory Services business. Ocean Tomo serves as a trusted advisor to large and small operating company patent owners, successfully closing Intellectual Property (IP) transactions with a cumulative value exceeding $1.5 Billion.
Managing Director Ryan Zurek notes, “we are seeing a rapid expansion of global financial interest in IP centric investing.” He adds, “current market expansion represents a rapid maturation of investor understanding of IP, providing opportunities for liquidity across the investment horizon.”
Ocean Tomo Founder and Senior Managing Director James E. Malackowski notes a “growing interest in IP as an investment strategy both within the U.S. and in key European, Asian and Middle Eastern markets.” He continues, “Ocean Tomo joined J.S. Held earlier this year to capture such opportunity. With more than 1500 financial, technical, and scientific experts, we are now uniquely suited to service the growing IP market.”
To explore this topic and how it could impact your business, please contact: Ryan Zurek at +1 (312) 327-8006 or [email protected].
Ryan Zurek is a Managing Director in the Investment Group of Ocean Tomo, a part of J.S. Held. Mr. Zurek leads the firm’s Advisory Services practice which is composed of IP Transaction Advisory, Investments, and non-securities Investment Banking. He holds the FINRA Series 7 and 63 license.
James E. Malackowski is a Co-founder and Senior Managing Director of Ocean Tomo, a part of J.S. Held. Ocean Tomo provides Financial Expert, Management Consulting, and Advisory services related to intellectual property (IP) and other intangible assets; corporate accounting investigations; regulatory and reporting obligations; solvency and restructuring; and contractual or competition disputes. Practice offerings address economic damage calculations and testimony; accounting investigations and financial forensics; technology and intangible asset valuation; strategy and risk management consulting; mergers and acquisitions; debt and equity private placement; and IP brokerage. Subsidiaries of Ocean Tomo include Ocean Tomo Investments Group, LLC, a registered broker dealer. With more than 100 offices globally, J.S. Held assists clients – corporations, insurers, law firms, governments, and institutional investors – on complex technical, scientific, and financial matters across all assets and value at risk.
About Ocean Tomo Advisory Services
Ocean Tomo Transactions, LLC, a part of J.S. Held, works closely with technology owners and corporations seeking to conduct M&A of high-value Intellectual Property (IP) driven businesses, patent portfolios, or proprietary technology solutions.
The firm’s transaction track record, industry experience, and brand recognition are unique in the IP industry. The Transaction Advisory Practice is unique in its ability to integrate in-house experts: leading technologists, IP appraisers, intellectual property damage experts, and IP-focused investment bankers, to devise and execute complex IP driven transactions. Each assignment benefits from lessons learned through a continually updated, best‐in‐class, cross‐business unit approach.
Whether selling a business, division, or IP asset, the Ocean Tomo Advisory Services team brings a purpose‐built continuum of proven solutions. Our pioneering market platforms, premiere decades-built IP network, and regular market engagement across transaction types and industries shorten clients’ transaction cycle time.
Ocean Tomo subsidiary, Ocean Tomo Investment Group, LLC (Member, FINRA: CRD#: 172912/SEC#: 8- 69526), advises companies looking for non-traditional ways to approach their structural, capital, and strategic issues. Our focus includes Mergers & Acquisitions, Spin-Offs, Change of Control, and Leveraged Buyout transactions. We help companies access capital deploying IP-centric strategies for asset-based lending, debt and equity financing, revenue factoring, and others.