Kristi L. Stathis

Ocean Tomo Investment Group is proud to recognize our parent company, Ocean Tomo LLC, provided Verizon Communications Inc. intellectual property advisory services focused on Yahoo! Intellectual property assets.

Earlier today the firm announced that Ocean Tomo provided Verizon intellectual property advisory services focused on Yahoo! Intellectual property assets in advance of the company’s acquisition of Yahoo!

Ocean Tomo Managing Director responsible for intellectual property valuations, Roy D’Souza explained, “Our retention by Verizon represents yet another example demonstrating the relevance of IP in an industry with converging technology”.

“Ocean Tomo’s client base continues to rely upon the experienced insight of our team in the most significant and noteworthy of transactions. Coming on the heels of our announcement last week where Ocean Tomo served as transaction advisor to BASF-SE on the sale of more than 500 patent assets, the Verizon purchase illustrates the full range of Ocean Tomo’s Advisory assignments, from asset driven sales to whole company acquisitions”, reported Ocean Tomo’s Chief Executive James E. Malackowski.

CHICAGO, July 28, 2016 – Ocean Tomo announced today the creation of Ocean Tomo Investment Group, LLC, an independent licensed broker-dealer under federal and state securities law. Ocean Tomo Investment Group provides technology rich companies with holistic corporate advisory, investment banking and capital raising services.

Director Ryan Zurek, who holds series 7 FINRA registration, joins Andrew W. Carter and James A. Trueman in operating the subsidiary of Ocean Tomo. Mr. Zurek, commenting on the uniqueness of Ocean Tomo Investment Group, explains, “our capabilities as a broker dealer allow us to fill a void in traditional investment banking by bringing advisory, investment banking and capital raising services to the IP community. IP is an underutilized asset class that requires specific expertise to understand and extract value, and the formation of Ocean Tomo’s broker dealer allows us to leverage decades of IP expertise in a new capacity to better serve the needs of our clients.”

Ocean Tomo CEO, James E. Malackowski presents the importance of understanding the value of intangible assets as value drivers in many transactions when he noted, “over the past 35 years, the United States and developed world economies have experienced an economic inversion transforming from manufacturing into tangible asset-lite, innovation-based economies. This transformation is one of the most underexploited themes in contemporary economics, finance and investing.”

James A. Trueman adds, “building upon Ocean Tomo’s success within the intellectual property transaction marketplace, successfully closing hundreds of transactions where disruptive technology has played a key role, with cumulative transaction value in excess of $650 million, the Investment Group Subsidiary enhances and compliments our current service offerings by executing capital strategies for clients of the firm.”

Driven by our ability to understand the value of intangible assets, Ocean Tomo Investment Group provides Advisory, Investment Banking and Capital Raising services on behalf of our clients. We are committed to working with entities public and private, small and large, investor or strategic to optimize the value of this important asset class.

Ocean Tomo Investment Group provides capital raising services through our network of third party investors.

About Ocean Tomo

Ocean Tomo, the Intellectual Capital Merchant Banc™ firm, provides financial services related to intellectual property and intangible assets including financial expert testimony, valuation, strategy consulting, investment advisory, innovation management consulting and transaction brokerage.

Our Opinion, Management, and Advisory Services are built upon more than two decades of experience valuing intellectual property in the most rigorous of venues – State, Federal and international courts. Our financial, market and technical experts provide a unique understanding of the contributory value of proprietary innovation. This is the cornerstone of our business. This insight permeates every practice. Collectively, Ocean Tomo professionals have:

• Executed over 1000 engagements involving IP worth in excess of $10 billion;
• Successfully closed transactions where disruptive technology played a key role, with cumulative transaction value in excess of $750 million;
• Conducted over 300 valuation engagements and 500 financial damages expert testimony engagements.

Ocean Tomo assists clients – corporations, law firms, governments and institutional investors – in realizing Intellectual Capital Equity® value broadly defined.

Past performance does not guarantee future results.

Ocean Tomo Investment Group is proud to recognize the successful closing of the BASF-SE OLED patent portfolio by our parent company, Ocean Tomo LLC. This $96 million transaction between BASF SE and the wholly-owned subsidiary of Universal Display Corporation, UDC Ireland Ltd, was comprised on 86 patent families. The patents represented 15 years of research and development by BASF in phosphorescent materials and technologies.

Ryan Zurek joined Ocean Tomo Investment Group (OTIG) in December, 2015. He holds the FINRA Series 7 license. (Brokercheck.finra.org | Broker Check CRD: 6343183).

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.

Ryan Zurek is also a Director in Ocean Tomo’s Investments practice. Ryan has significant experience developing licensing strategy, conducting independent market research and cash flow analysis, and advising clients on the valuation of intellectual property for capital raises, licensing, merger and acquisitions, divestitures, IP spin-offs and other business transactions.

Mr. Zurek has experience advising clients in areas such as consumer electronics, enterprise networking, big data, medical devices, online media and retail, oil and gas, and telecommunications, among others.

Mr. Zurek holds a B.S. in Finance from Indiana University’s Kelley School of Business.