Whether working at the corporate or asset level, IP Mercantile serves clients in both buy- and sell-side transactions. Our approach is to unlock the value of the clients’ or targets’ IP through pre-transaction assessment, transaction facilitation and post-transaction services.

IP Mercantile provides traditional investment banking services applicable to M&A transactions. On lead advisory assignments, we will provide company and industry financial analysis, strategic advice, identification of buyers or targets, coordination of other expert services (e.g. legal and accounting) and transaction execution services.

During execution of a transaction IP Mercantile emphasizes the strategic importance of Intellectual Property - an area that traditional advisors often ignore. The goal is to unlock the value in companies' Intellectual Property portfolios by analyzing:

• Patent Relationships - A review of the strength of patents in a portfolio by analyzing various patent relationships such as citation analyses, patent ages, and patent claims.

  
  
• Competitive Intellectual Property Assessments - A review of the patent and other Intellectual Property portfolios of key customers and competitors.

  
  
• Industry Licensing and Litigation - An assessment of the litigation and licensing situation in the relevant industry.

• Inventor Analysis - Assessments of the key inventors behind patents and technologies both at portfolio companies and competitors.

IP Mercantile has unique capabilities in distressed situations and can assist companies and individuals that have Intellectual Property to realize additional value through:

• Consummating Section 363 transactions and/or distressed M&A advisory services;
• Acting for Chapter 7 Trustees and Assignees for the Benefit of Creditors
  
• Acting as liquidation consultants (e.g. providing expertise and financial modeling);
  
• Assisting in financing/refinancing or recapitalization;
  
• Representing acquirers of distressed companies;
  
• Monetizing software licenses and platforms.
  
• Performing comprehensive intellectual property due diligence; and

IP Mercantile’s professionals specializing in distressed situations have significant advisory experience in a wide variety of industries. Such experience includes structuring, negotiating and consummating distressed transactions on behalf of the company, creditors, shareholders and other parties. CLICK HERE FOR EXAMPLES OF TRANSACTIONS

IP Mercantile, acting as agent or principal, is positioned to make acquisitions of Intellectual Property on an expedited basis to allow companies to quickly monetize assets. With its expertise in bankruptcy, IP Mercantile is very comfortable participating in court-supervised 363 sales or participating in a sale pursuant to a plan of reorganization.

Brands are increasingly important in the global economy as consumers seek trusted points of reference. IP Mercantile utilizes its unique knowledge of Brand Equity to find strategic synergies with manufacturers, licensors and Brand Holders ensuring that the maximum value is obtained for our clients.  

In addition, IP Mercantile has established affiliations with specialty firms that acquire trademarks and other brand-related properties, providing a unique platform to realize value from a client’s brand-related assets. The structure of these transactions can take many forms and IP Mercantile provides experienced guidance as to the benefits and shortcomings of each deal structure.

Brand Equity extends to a company’s domain names and, in certain circumstances, its telephone number. The ability to identify for its clients these other forms of valuable Intellectual Property is what sets IP Mercantile apart from its competitors.