A mid-market private equity firm is considering an acquisition in the medical technology space.  The target business has solid revenue growth and customer retention, but a crowded sector made it difficult to assess defensibility and long-term upside.

We conduct an intangible asset analysis focusing on:

Scope and strength of patents, designs and trade secrets

Quality and structure of customer contracts and embedded know-how

Alignment of brand position with perceived trust and technical differentiation

Risks associated with key-person reliance and data governance

The insights enable the client to model different risk-adjusted valuations, negotiate certain deal terms, and secure investment committee approval with a clearer view of how value was created and sustained.