Our analysts have provided services to clients ranging from small, closely-held companies to Fortune 500 corporations. Our client services tend to fall into three categories: (1) intellectual property analysis, (2) business valuation, and (3) IP and commercial litigation support. As our valuation analysts are trained in science and engineering as well as economimcs and accounting, we also specialize in the analysis of technology-based businesses and assets including such subject areas as computer technology, networks and telecommunications, and medical devices.
While headquartered in the Southeast, we service clients on a nationwide basis. Our experts have performed valuations, economic damages analsys, and provided expert testimony in state and federal courts across the nation, including U.S. District Courts in California, Delaware, Florida, Georgia, Massachusetts, New York, Texas, and Virginia.
Our valuation analysts have performed valuations and economic analyses of companies operating in a wide variety of industries. Examples of these industries include: hcomputer technology and software, Internet and telecommunications, e-commerce, and medical devices. The industries include, but not limited to: smart phones, personal computing devices and servers, Internet routers and accelerators, cloud computing, artificial intelligence and machine learning, quantum computing, robotics, GPS location tracking devices and services, cybersecurity, cryptographic hardware, telecommunications equipment, Internet service providers, cloud-based services providers, e-ecommerce and online retail stores, online gaming, online search and advertising, email and Internet-based advertising campaigns, Internet domains, online databases and dictionaries, digital books, literary works, film rights, water rights, oil and gas distribution, fuel cells, renewable energy generation, commercial and residential construction, construction tools, outdoor recreational equipment, fashion and apparel products, perfumes, pet products, online merchandising and advertising, digital cameras, building security systems, sports leagues, aerospace and aircraft technology, paperboard packaging, beverage bottling and manufacturing, distilled beverage distribution, hotel and hospitality, bath and personal care products, furniture and home goods, industrial cleaning solutions, specialty adhesives, specialty chemical manufacturing, healthcare providers, pharmaceutical manufacturing, medical imaging equipment, biomedical devices, medical diagnostic and toxicology laboratories, assisted living services, medical transcription services, and medical claims processing.
Our valuation analysts have performed the following types of business entities and assets: close corporation business enterprise, close corporation fractional interests, public corporation divisions/subsidiraries, complex capital structures (various clases of common and preferred stock, options, warrants, etc.), general and limited partnership interests, limited liability partnerships, joint ventures, proprietorships, professional services corporations, professional practices, and limited liability companies.
Our analysts have performed valuation, economic damages, or transfer pricing/royalty analyses related to the following intangible assets: computer software, computer databases, contract rights, copyrights, customer lists, customer relationships, employments contracts, goodwill, Internet domain names, licenses, noncompete covenants, patents, proprietary technology, trademarks, trade dress, trained and assembled workforce, and water rights.
Representative examples of valuation and expert witness engagements that highlight the experience of our analysts are listed below.
PATENTS
- Determined damages for infringement of utility patents related to certain location-based features of the Apple iPhone and iOS devices
- Determined damages for infringement of utility patents related to the RIM Blackberry mobile device
- Determined damages for infringement of utility patent related to features of Microsoft's OneDrive and associated cloud storage technology
- Determined damages for infringement of utility patents related to industrial drilling and cutting tools
- Determined damages for infringement of utility patents related to a novel MRI system that maps nerve pathways in the brain
- Determined damages for infringement of utility patents related to technology used in office equipment manuactured by Canon
- Determined damages for infringement of design patents related to home decor wall anchors and hooks
- Determined damages for infringement of design patents related to a promotional vehicle used in mobile and experiential marketing
- Determined damages for infringement of utility patents related to Honeywell digital camera and imaging technology
- Determined damages for infringement of utility patents related to Internet/web acceleration equipment used by leading network equipment manufacturers
- Determined damages for infringement of utility patents related to home decor wall anchors and hooks
- Determined damages for infringement of design patents related to the the leading hookless shower curtain line sold in the hotel industry
- Determined damages for infringement of utility patents related to a chemical compound used in the manufacture of a leading antidepressant drug
- Valuation of a patent portfolio for a spinal surgery devices company for transaction purposes
- Valuation of a patent portfolio related to a smartphone app for ride sharing services for transaction purposes
- Valuation of a patent portfolio related to MRI scanner technology developed at a top university for licensing purposes
TRADEMARKS AND LANHAM ACT CLAIMS
- Determined damages for trademark and trade dress infringement and unfair competition related to hookless shower curtains sold to major hotel chains
- Valuation of "Hemingway" trademark rights owned by the Estate of Ernest Hemingway for tax compliance purposes
- Determined damages for trademark and trade dress infringement and unfair competition related to a home goods distribution company
- Determined damages for infringement of trademarks owned by a distributor of earbud and headphone products sold through large retail chains
- Determined damages for infringement of trademarks related to distilled spirits manufactured by Jim Beam
- Determined damages regarding trade dress infringement by a Chinese manufacturer regarding Honda power generators
- Valuation of trademarks of a leading e-commerce multinational corporation for transfer pricing purposes
- Valuation of trademarks of a leading restaurant chain for transfer pricing purposes
- Determined damages for infringement of trademarks regarding a Proctor & Gamble tissue product line
- Valuation of trademarks of a leading restaurant chain for transfer pricing purposes
- Determined damages for infringement of trademarks involving a lint roller manufactured by 3M Corporation
COPYRIGHTS AND RELATED RIGHTS
- Valuation of copyrights and related rights of three Pulitzer Prize winning authors for taxation compliance purposes:
- >Harper Lee's literary works including "To Kill a Mockingbird"
- Ernest Hemingway's literary works
- William Faulkner's literary works
- Provided valuation of music composition and related rights for the works of Benny Goodman for taxation compliance purposes
- Valuation of film rights for "Gone With the Wind" based on Margaret Mitchell's novel for taxation compliance purposes
- Expert witness trial testimony of the value of copyrights related to a leading medical textbook in a dispute between co-authors
- Expert witness trial testimony of the value of copyrights for software developed by a medical claims processing company
TRADE SECRETS AND OTHER LITIGATION MATTERS
- Determined damages for misappropriation of software and other trade secrets related to a medical claims processing company
- Determined damages for cyberpiracy of domain names trademarked by a home goods distributor
- Determined damages for misappropriation of trade secrets related to formulas and processes for an industrial nanotech coatings company
- Determined damages for cyberpiracy of domain names trademarked by an online travel booking company
- Determined damages for breach of contract between a medical transcriptions company and distributors of its software
- Determined damages for misappropriation of trade secrets related to water treatment technology
BUSINESS VALUATION AND FORENSIC ACCOUNTING
- Determination of damages for fraud and embezzelment by an employee of a marketing services company
- Consulting analysis for SEC regarding investigation of potential midsleading financial reporting of a leading beverage machine manufacturer
- Valuation of the divestiture of a division of a major packaging and publishing products and services provider for corporate planning purposes
- Valuation of the total equity of a major speciality chemcials manufacturer for corporate planning purposes
- Valuation of a controlling equity interest of a major motel franchise for ERISA compliance purposes
- Valuation of a 50 percent equity interest of a major nutrition and weight management products distributor for marital dissoulultion purposes
- Valuation of total equity interest of a perfume retail company for purposes of acquisition by a leading publicly traded cosmetics corporation
- Valuation of controlling equity interest of a minor league soccer franchise for transaction purposes
- Valuation of a noncontrolling equity interest of a recreational equipment manufacturer for corporate planning purposes
- Purchase price allocation analysis of an online information services provider for financial reporting purposes
- Valuation of a noncontrolling equity interest of an early-stage web-based document security services company for investor due diligence
- Valuation for investment due diligence of a noncontrolling equity interest of early-stage company developing novel hydrogen-based energy source
- Valuation for estate planning of a limited partnership formed to invest in oil and gas exploration and exploitation of hydrocarbon leases
- Valuation for investment purposes of a noncontrollling equity interest in a startup company developing a novel diesel engine generator technology
- Valuation of a 50 percent ownership interest in a limited liability company that designs and sells young adult apparel for transaction purposes
- Valuation for executive compensation purposes of a closely-held noncontrolling equity interest in leading gasoline and diesel fuel distributor
- Valuation for transaction purposes of a closely-held noncontrolling equity interest of an online language translation services company