Aon launches a new Quality of Intellectual Property Solution

Aon , a global professional services firm providing risk, retirement and health solutions, announced the launch of its Quality of Intellectual Property (QoIP) Solution that helps companies realize higher transaction value by specifically articulating the quality of the seller’s IP portfolio in the M&A and capital markets.

The solution is already available, and was most recently used to support Victory Innovations in its sale of a majority stake to The Carlyle Group.

“Our Quality of Intellectual Property solution and resulting report helps companies articulate and realize the full value of their IP portfolio for M&A or financing transactions. With QoIP, a deal team can catalogue IP with greater precision, describe its connection to the enterprise’s revenue streams and strategy, and benchmark it against competing IP portfolios. We believe this will help sellers better position their company to the marketplace.” – CEO of IP Solutions, Aon, Lewis Lee.

“QoIP solves a real problem for companies that have invested in IP and need to position it as a source of value in the M&A market. Working with Aon, the deal team can quickly develop an IP value narrative tied to the enterprise – all in plain English terms that the market can understand. Similar to how Quality of Earnings improves visibility into financial performance and cashflow, QoIP paints a game-changing picture of technology innovation and protection relative to traditional IP disclosure. We believe QoIP is best practice for IP-intensive M&A.” – Head of Industrials Investment Banking, William Blair, Matt Zimmer.

The QoIP solution produces a report that focuses on high-impact themes enabling a company and its advisors to make the IP discussion more tangible in an M&A or capital markets transaction.

The report:

  • Catalogues the IP portfolio, including patents, trade secrets and trademark / brand assets
  • Highlights core technologies that are protected by patents and trade secrets
  • Identifies competitive advantages that are enabled by the IP
  • Defines IP coverage of existing and future revenue streams
  • Benchmarks IP coverage and quality against competitor portfolios

“Victory Innovations thanks Aon for their impactful role in our sale process. In four weeks, they helped us package years of innovation and IP development into a concise report that augmented our sale process and drove value for shareholders.” – CEO of Victory Innovations, Chris Gurreri.

QoIP is the latest in a series of offerings Aon has introduced to the market through its IP Solutions, to help clients rethink how they can create, leverage and realize IP value. The solution is designed to more clearly value IP in sale transactions and financing situations alike, including venture capital and private equity investments. QoIP can also help buyers assess IP during due diligence efforts.