Is a Merger’s Target Company Increasing Their Technology Investment Versus Competition?

Merged Entities Investment and Portfolio Over Time Another question is “is the target company increasing their technology investment versus competition?”  The answer to this question can be visualized in the “Merged Entities Investment and Portfolio Over Time” figure.  In this figure number of patents and applications filed and issued for companies of interest [...]

2021-10-08T14:29:41-07:00

What is the Development Intensity and Velocity within a Merger?

Merged Portfolios’ Patent Velocity The next question is “what is the development intensity and velocity within the acquired company”.  This question can be answered by graphing the number of patents in the merged company’s portfolio versus either years to expiration or by year, shown in the “Merged Portfolios’ Patent Velocity” figure.  In this [...]

2021-10-08T14:29:50-07:00

Is There Value Chain Synergy in a Merger?

Thematic Map of the Merger’s Assignees’ Portfolios Yet another way to look at how technology and products are related and distributed among competitors can be shown in the “Thematic Map of the Merger’s Assignees’ Portfolios” figure.  In this figure the thematic map is used to plot patents according to the subject matter they [...]

2021-10-08T14:29:58-07:00

Is There Core Competence Synergy in a Merger?

Technologies in a Merger’s Patent Portfolio Another way to view the same information is to use a pie chart. Although this does not show the individual companies contributions it can show the merged company’s core technologies. When compared to the strategic intent of the merger, it identifies technologies to build upon, and which [...]

2021-10-08T14:30:07-07:00

Is There Technology Synergy in a Merger?

Technologies in a Merger’s Patent Portfolio The first question on the list is ”is there technology synergy in the merger?” This can be answered by use of a radar chart of the IPC or US class codes of the proposed merged companies. This is one way to see the technology overlap and synergy [...]

2021-10-08T14:30:14-07:00

Detailed Checklist for Assessing M&A Business Opportunities

The First Pass Checklist is essentially a tickle list to make sure that all high-level areas are covered during an IP due diligence process. For a much more complete guideline of the elements that should be put into a due diligence process, the below, more complete checklist is provided. It has been used [...]

2021-10-08T14:30:32-07:00

First Pass Checklist for Assessing M&A Business Opportunities

For ease of use, two “check-lists” are now provided. The following is a First Pass at an IP due diligence outline. The purpose of the First Pass is to identify the key areas and topics for performing IP due diligence. The summarized elements are: I. General Company Information:  Market information; product information; geographic [...]

2021-10-08T14:30:50-07:00

Step Ten for Assessing M&A Business Opportunities

Step 10. Establish a Value.  Establishing a value for intellectual assets is a difficult task and will be covered in more detail later in this chapter. A pioneering patent with broad, valid claims in a thriving industry which can be used to effectively block all competitors is significantly more valuable than a patent [...]

2021-10-08T14:30:58-07:00
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