Overview
Our advisory practice focuses on three principal areas:
- Organizations with significant intellectual properties, both commercial and institutional (university or government) which are looking to monetize their IP portfolio
- IP rich, early stage companies looking to become market leaders
- Middle-market companies looking for a turn-around or break-out strategy
We are not an investment bank. Rather we offer an arsenal of specific resources that time after time have proven themselves to be effective catalysts for commercial success and significant shareholder value creation when exploiting intellectual properties and research innovation:
- Strategic Planning – we have developed a highly effective, proprietary method to research and assess new markets, identify the most effective growth strategies, and develop the tactics for business execution in IP centric businesses.
- People – we can support your team with seasoned management with domain expertise and strong track record of shareholder value creation.
- Partners – we have a global network of partners to help you develop manufacturing, R&D, sales channels, distribution and other critical growth factors, as well deal with global challenges.
- Capital – we work closely with key private equity funds to access the capital needed to drive growth as well as have our own principal investment fund. We can also provide mezzanine debt financing of various types.
- Exit Planning – we plan with you the most effective exits and help you execute the highest value strategy. To date we have assisted in generating over $1 Billion in transaction value for shareholders, ranging from public events to mergers and acquisitions.
Our team is made of leading entrepreneurs with over 300 years of collective leadership in the key disciplines necessary to build market leaders through technology and product development, strategic vision and execution, financial planning, financial controls and strategic business development. Our team is strategically located in Los Angeles and New York.
Our experience spans virtually all types of financial transactions and business circumstances.
