Investment Research

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Investment Research

Whether it is company valuation or protecting innovation to remain competitive, intellectual property rights (IPR) and technology landscape play a key role in company growth strategy and investment decisions. Companies, in particular small and medium enterprises (SMEs), often overlook the importance of IPR to their growth strategy and financial outlook; IPR is a strong indicator of future performance and valuation.

We work with companies and specialist investment professionals to provide them with a deep and rigorous analysis of technology and intellectual property (IP) relating to their current and proposed investment holdings.

Our analysis can be tailored to support the investment professional in their due-diligence process; alternatively, the analysis can be geared to support a company’s effort to raise investment.

IPR Valuation and Portfolio Management

IPR Valuation

There are often differing approaches to company valuation and standard accounting methods often overlook the impact of intellectual property rights (IPR). Whether raising finance from investors or simply ascertaining the true worth of a company, IPR plays an important role. The valuation of intellectual property rights (IPR) depends on a number of factors, including technological, commercial relevance and socio-economic issues. In addition to identifying potential IPR within our client’s business, our service encompasses a complete review of a company’s activities and IPR portfolio to assess the strengths and weaknesses of each IPR.

This includes a detailed technological assessment combined with commercial and socio-economic evaluation. We also use appropriate method(s), ranging from market comparable to discounted cash flow, to provide an initial valuation of the IPR.

IPR Portfolio Management

The effective management of company’s IPR portfolio is key to ensuring sustained growth through innovation.

Whether it is technology review to facilitate invention conception, patentability or management of income stream / royalty payments, we help our clients to develop and maintain an effective IPR portfolio.

Scientific and Prior Art Searches

Companies need to protect innovation to remain competitive while ensuring that its intellectual property rights (IPR) are not infringed.

Where an infringement has taken place, a legal process may be needed to ascertain the level of damage. As part of this legal process, attorneys rely on evidence to support the case for infringement of a specific IPR. As part of our service, we carry out extensive research to identify areas of IPR infringement. This typically includes a full claim charting process, supported by textual and graphical comparison to measure the scope of infringement. We are able to offer IP litigation support service via our network of partner firms both in the UK and USA.

Technology Due Diligence

A critical component of any growth, investment or divestment strategy is the evaluation of a company’s technology strengths and weaknesses. Competitive intelligence forms a key component of any decision to enter a new geographical market or industry sector.

In addition to company’s technology, the market forces and the eco-system that it operates in can also affect its shareholder value.

Companies utilise our insight to:

• Develop their technology roadmap to remain competitive

• Access new technology and geographical markets

• Develop technology partnerships

Similarly, institutional and angel investors rely on our research to:

• Evaluate the strength/viability of technology of companies seeking investment

• Identify technological factors impacting on current and future valuation

• Identify the risk mitigation strategy during an M&A

This service includes an in-depth analysis of the company’s technology, its impact on the market and potential risks and rewards. Our research looks at current trends and, where appropriate, will carry out a full SWOT and/or PEST analysis, together with appropriate market segmentation analysis.

These studies can also be extended to include financial impact, including potential valuation of the company in terms of either EBITDA or earnings per share.

As part of our service, we undertake a deep and rigorous analysis of market forces including impact of new entrants, innovation index and growth opportunities.

REG NO. LP17291