IP Dealmakers: The 3 Key Take-aways for IP Licensing Deals
The only constant is change.
Spending 2 days with the IP and Investment leaders in NYC this week at the IP Dealmakers Forum, highlighted for me 3 key take-aways of IP licensing in today’s business environment: Flexibility, Opportunity, Success.
#1) Flexibility
A consistent theme throughout the time was the discussion of licensing flexibility as a top priority. With the investment firms becoming more sophisticated in reviewing deals, combined with the lowering volume of both quality deal flow and the financial structure, dealmakers are needing to be more flexible in how the opportunity is structured for financial benefits. In short, there may be less cash up front for now but for the quality patents it still gives the opportunity for the same revenue at the back-end.
Flexibility is driven in part by the legal climate. A short, yet pointed discussion, happened on how recent patent law changes have impacted how deals are being executed. The discussion around law changes highlighted the level of flexibility in the room, with most speakers simply noting the recent law changes and then moving swiftly to how their processes and procedures have changed to adapt to the new rules. It is this swift acceptance of the legal changes from a business view that breaks the top dealmakers apart from the rest.
Don’t fight the IPR processes. Do your homework and embrace it. It saves us money by dropping before litigation – EricS @IPNAV #IPDealmakers
— Peter Cowan (@noremacc) November 6, 2014
I’d put Germany, France and UK as preferred jurisdictions now to US, never thought I’d say that – Erich Spangenburg @IPNAV #IPDealmakers
— IAM magazine (@IAM_magazine) November 6, 2014
“Even for larger portfolios people aren’t writing checks like they used to, the calculus has changed – Andy Ramer Cantor #IPDealmakers — IAM magazine (@IAM_magazine) November 6, 2014
“Patent holders are making necessary adjustments to compete” says Cantor Fitzgerald’s Andrew Ramer at the #IP Dealmakers Forum in NY.
— Bruce Berman (@IPCloseUp) November 6, 2014
#2) Opportunities In both data and beautiful graphs (thank you David Morland of 3LP Consulting), we saw that not only is there new opportunities but a growing market cap that they support. New entrants into the ecosystem of publicly traded IP companies show at least a $1.4B increase in market cap recently, a marker of continued volume on the private side. While the move to lower deal cash is happening, the cross-border volume is growing.
Overall there was a consensus that that it is a buyers market, and for those IP Investment firms with access to capital, it is a good time to invest (and to do so without pure reliance on Excel spreadsheets). And the investment is not limited to the traditional geographies or sectors yet a large point of discussion did seem to always circulate back to topics like Automotive, Medical, Agriculture, Industrial, and other non-software related sectors.
If you have capital its fantastic time to invest, is an over supply of IP now a tremendous buy side opportunity, Peter Holden #IPdealmakers — Richard Lloyd (@richardglloyd) November 6, 2014
Market cap of new IP ventures is $1.4B – David Morland #IPDealmakers — Peter Cowan (@noremacc) November 6, 2014
One challenge brought up on the opportunity side is for investors to have more educated IP based analysis to interpret the information, and translate it into business impacts.
‘Market is so inefficient. How absurd that big fund is calling a private investor based in South Jersey for info’ @TheIpHawk #IPDealmakers — IAM magazine (@IAM_magazine) November 6, 2014
#3) Success Like any business, the stars will emerge to be successful, but is is the A-player teams that will be leading the charge.
There’s a flight to quality with NPEs not just to assets but also to teams – Peter Holden IPCreate #IPdealmakers — IAM magazine (@IAM_magazine) November 6, 2014
‘We are lacking investment and people skilled in IP in Europe’ Yann Dietrich, France Brevets #IPDealmakers — IAM magazine (@IAM_magazine) November 6, 2014
There is no denying that as deals are forged, the licensing path of the successful is supported by litigation at some point. Certain “fruit name companies in California” seem to be leading the charge of having a standard process of litigate over license, one patent at a time. However for those with the capital and team to support the endeavour, there will be success in the long term.
No. of patent litigation cases filed October dropped again but more like 30% compared with 40% Sept – Owen Byrd @LexMachina #IPDealmakers — IAM magazine (@IAM_magazine) November 6, 2014
Wrapup: With the constant of industry change, the entities having breakthrough licensing programs are the result of flexibility and opportunity identification: The dealmakers in the IP area are several steps ahead of the reset of the VC, Instustional Investors, and Blue Chip markets. The IP marketplace is growing, and it is up to those that capitalize on the market and legal trends to land in the ‘success’ category.
Opportunity for VC + IP groups for early stage ventures: define their IP strategy AND take an ownership piece – @trech1fr67 #IPDealmakers
— Peter Cowan (@noremacc) November 6, 2014
Post-script: If you addend the event, you will see I didn’t cover the keynote by Jay Walker. The only thing I didn’t like about the keynote is that it was so good, I didn’t even have time to take notes on it, and I wasn’t alone!
The trouble with interesting speeches is that there’s much less time to tweet, main problem with @IPDealmakers keynote #IPDealmakers
— Richard Lloyd (@richardglloyd) November 6, 2014
Listening to our keynote Jay Walker on Unleashing American Ingenuity for a More Competitive Economy. #IPDealmakers pic.twitter.com/UtqivX4dS2
— IP Dealmakers Forum (@IPDealmakers) November 6, 2014