Introducing James Trueman

James A. Trueman Joined Ocean Tomo Investment Group, LLC in July, 2016. He holds the FINRA Series 7 license. (Brokercheck.finra.org | Broker Check CRD: 2320829).

OTIG provides technology-rich companies with holistic Advisory, Investment Banking and Capital Raising Services. Our services fill a void in investment banking by blending traditional Advisory, Investment Banking and Capital Raising functions with our unique understanding of intellectual property (IP) – an underutilized asset class that requires specific expertise to evaluate and extract value.

Jim is also a is a Managing Director overseeing Advisory Services for Ocean Tomo, LLC which is composed of Transaction Advisory, Sale/Acquisition, and Licensing services. 

Prior to joining Ocean Tomo, Mr. Trueman was Vice President of Business Development at Acacia Research Corporation where his responsibilities included driving patent acquisitions and partnerships in a broad range of high-value technology areas.  As Managing Partner of M1 Partners, Mr. Trueman offered IP licensing, transaction, business development, and strategy consulting services across a diverse set of industries.  As an Engagement Manager at McKinsey & Company, Mr. Trueman led teams helping companies grow existing businesses and launch new ventures.  Mr. Trueman started his career as a Product Manager, which included working in Oracle’s middleware business. 

Mr. Trueman holds an MBA from The Wharton School and a Bachelor of Science from the University of California at Berkeley.

Author: Kristi L. Stathis