IP Due Diligence

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General IP

IP due diligence for mergers, acquisitions, and investments that confirms what intellectual property a target actually owns, what strings are attached, and what risks could change the price or the deal terms.

In most technology deals, the IP is the asset, and a flawed assumption about ownership or freedom to use can blow up the economics after closing. Our IP due diligence digs into what intellectual property a target really holds, whether the title is clean, and what risks come with it, so you go into the transaction knowing exactly what you are buying.

Identifying the Assets

We catalog everything that matters: issued patents and pending applications, registered and unregistered trademarks, copyrights, and the trade secrets and know-how that often carry the most value yet appear in no registry. Our engineering background helps us recognize the technical assets that paperwork alone would miss, so the deal addresses the full picture rather than just the items easy to find in a database.

Verifying Ownership

Owning something and being able to prove it are different things. We trace chain of title, review employee and contractor agreements for proper assignment, and confirm that what the target claims actually transferred to it. Where we find gaps, an inventor who never assigned, a contractor who kept rights, we flag them early so they can be fixed before closing rather than litigated afterward.

Encumbrances and Restrictions

IP often comes pre-burdened. We surface existing licenses, security interests, exclusivity commitments, and pending litigation that limit how the assets can be used or transferred. Then we explain how those encumbrances bear on value and deal structure, because a patent licensed exclusively to a competitor is worth far less than the asset list suggests, and you should know that before you sign.

Risk and Allocation

We assess the harder risks: validity challenges, infringement exposure, and third-party claims that could surface after the deal. Where we can put numbers to the exposure, we do; where we cannot, we say so plainly. Then we recommend how to allocate that risk through representations, warranties, indemnities, and escrows, so the deal documents reflect what the diligence actually found.

Frequently asked questions

We identify the target's IP assets, confirm who really owns them, check for liens and other encumbrances, assess validity, evaluate freedom to operate, and flag risks. How deep we go depends on the deal type and size. The aim is to tell you what you're actually buying and what could come back to bite you.

Most reviews run two to six weeks, depending on portfolio size and complexity. If you're on a tight timeline, we can run an expedited review focused on the highest-risk assets. Tell us your deadline early so we can scope accordingly.

Typically registration certificates, assignments, employee and contractor agreements, licenses, security agreements, and any litigation files. We'll send a specific request list tailored to the deal so you're not guessing what to gather. The cleaner the records, the faster and cheaper the review.

The recurring ones are missing assignments from inventors, contractor agreements that don't actually transfer IP to the company, undisclosed encumbrances, and unclear ownership of jointly developed IP. Each can mean the target doesn't fully own what it claims to own. Catching these before closing is the whole point of the exercise.

Findings can lower the purchase price, require the seller to fix problems before closing, or lead to indemnification terms that shift risk to the seller. In serious cases, like a core asset the target doesn't actually own, they can end the deal. The earlier you know, the more leverage you have to negotiate.

Yes. What we find during diligence feeds directly into integration planning, so you know which issues to remediate and how to combine the two portfolios sensibly. A clean ownership gap flagged in diligence, for example, becomes a specific post-closing task rather than a surprise months later.

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