Case Studies

Capital raise deals and exits

Sell-side: articulating IP value to savvy investors

A pre-revenue company (TechCo) had developed potentially game-changing technology, but was struggling to gain traction with sophisticated investors...

Compliance and disputes

Evaluation brand strategy for a corporate separation

A listed company was planning to demerge one of its business divisions (Exit-Co) which, for some of its operations, used the same brand as other parts of the business (Remain-Co)...

Investment and M&A due diligence

Buy-side: clarity of a target’s current value, upside potential and risk

A listed company with a strong M&A team realised that its standard due diligence procedures could not get to grips with the value and risk profile of an early-stage tech company...

Capital raise deals and exits, Investment and M&A due diligence

Valuation of a tech platform for JV structuring

A technology company is preparing to enter a joint venture with an international partner. While the method patents, codebase and data sets were impressive, no formal valuation...

Capital raise deals and exits

Preparing a software company for a capital raise

A SaaS company with strong recurring revenue and a defensible technology platform is preparing for a Series B capital raise. While investors were excited by its user growth...

Growth through optimising value

Building long-term value through strategic asset management

A mid-sized enterprise operating in the health-tech sector was steadily expanding its portfolio of intangible assets – including patents, proprietary algorithms, user data, and...

Compliance and disputes

Aligning of accounting and tax perspectives in purchase price allocations

After a multinational’s acquisition of a fast-growing tech company, a business valuation firm attributed the purchase price between tangible assets, identifiable intangible assets and goodwill. The exercise excluded...

Compliance and disputes

Supporting a family-owned manufacturer through a shareholder dispute

A family-owned manufacturing business is undergoing a dispute following the planned exit of one shareholder. Disagreement arose around the valuation of the company, particularly concerning...

Investment and M&A due diligence

Assessing a medical technology company’s intangible edge in a competitive sector

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...

Growth through optimising value

Intangible asset governance for a listed healthcare group

A listed healthcare company has undergone multiple acquisitions and developed a growing portfolio of proprietary processes, brands, and patient engagement technologies. The board recognises that while these assets...

Capital raise deals and exits

Valuation of plant variety IP for global licensing deal

A New Zealand horticultural innovation company had successfully developed a new apple cultivar with strong market appeal: distinctive flavour, extended shelf life and high export viability. The cultivar was protected under...