Tech+IP Creates Tangible Value
from Intangible Assets
IP Markets
AI Leaders
Deep-Tech Innovators
Leading Boutique Investment Bank, Advisor, and Broker
Powered by a Proprietary AI Platform
Value Generated
Engagements
Engagements from Repeat Clients
Patents Transacted
Our Engagements
Strategic Advisory
AI powered platform for reverse supply chain logistics
Sellside, Fairness Opinion
Lead advisor in large-scale divestiture of legacy patents and related sellside mandates; also served as financial expert witness in a $940 million economic damages award*
Strategic Advisory, Sellside
Advised on multiple 4G and 5G engagements supporting in-licensing strategy, portfolio valuation, and other confidential projects
Sellside, Co-Advisor on M&A
IP advisor in corporate sellside M&A of the GPU pioneer
Strategic Buyside
Confidential
Valuation
Strategic assessment of Canadian leader in AI-powered humanoid robotics
Sellside
Multiple strategic and sellside engagements concerning advanced camera, ADAS, and video technologies
Sellside
Sellside advisor in first patent divestiture to Xiaomi
Strategic Advisory, Buyside
Exclusive advisor on GE Licensing’s $429M patent and asset acquisition, including subsequent sellside divestiture of non-core assets
Strategic Buyside, Valuation
Confidential
Sellside
Exclusive advisor for brokering of company Capacitive Touch, Stylus, and Metal Mesh Touch patents
Strategic Alternatives, Buyside
Deep review of target semiconductor company patent portfolio and licensing programs in connection with potential investment
Strategic Buyside
Confidential
Valuation, Sellside
Strategic advisor (alongside Deutsche Bank) and patent valuation for a leading fintech company in lending and explainable AI
Strategic Alternatives, Valuation
Strategic patent assessment and valuation engagement concerning East Asian portfolio company
Valuation, Sellside
Numerous sellside engagements with GE Licensing involving GE Healthcare, licensing business units, and interventional cardiology technologies
Strategic Valuation, Sellside
Introduced Tech+IP to Apollo-owned Lumileds and led going concern and liquidation valuations across two restructurings, including the late 2022 Chapter 11 proceedings
Strategic Advisory, Valuation
Strategic advisor regarding valuation and strategy for potential divestiture of VAD patents
Valuation, Sellside
IP and valuation advisor to leading spectrum optimization and telecom AI company
Strategic Advisory
Patent strategic alternatives analysis
Valuation
Assessment and valuation of leading VR patent portfolio
Sellside, Valuation
Exclusive advisor to leading Data Processing Unit (DPU) company
Strategic Alternatives, Valuation
Strategic alternatives engagement concerning patent portfolio
Valuation
Numerous engagements with rapidly growing identity and secure computing company targeting smart card, e-wallet, and identity card markets
Strategic Alternatives
Confidential
Valuation, Strategic Advisory
Strategic patent assessment for leading quantum computing company
Valuation, Strategic Advisory
HEVC valuation, pool formation (Technicolor)
Restructuring, Sellside, Valuation
Valuation and strategic advisory services in Chapter 11 restructurings, followed by multiple eight- figure patent sellside transactions
Strategic Advisory
Blockchain enterprise workflow inventions
Buyside, Strategic Advisory
Confidential buyside engagement concerning heart valve technology
Take-Private Buyside
Model “go forward” businesses and buyside advisor in $555M “go private” of IP firm RPX
Strategic Advisory
Confidential
Sellside
Strategic sale and licensing of large “Connected World” set of patents
Strategic, Buyside
Strategic advisory engagement concerning Silicon Carbide & GaN technologies
Valuation, Restructuring
Strategic analysis and valuations of company patents in restructuring contexts
Strategic, Valuation
Valuation and capital raise support for leading AI company focused on combining the power of neural networks for language processing with symbolic reasoning
Sellside, Valuation
IP and sellside advisor in restructuring process for flash memory company
Sellside
Multiple engagements concerning brokering select semiconductor assets
Strategic Advisory
Advisory and valuation engagement concerning leading blockchain patent portfolio
Valuation, Buyside
Numerous engagements supporting selective patent acquisition to bolster licensing activities
Strategic Alternatives, Sellside, Co-Advisory in M&A
Bifurcated M&A and patent sellside. Lead advisor on patent sellside, co-advisor on M&A
Sellside, Valuation
Exclusive advisor for German pioneer in true 3D holography
Sellside
Sellside advisor for sale of non-core patents following divestiture of Healthcare IT business to Cerner
Strategic Valuation
Numerous engagements for leading patent pool
Sellside, Valuation
Confidential
Who We Serve
IP Markets
IP markets encompass a diverse range of innovators—from global technology conglomerates to SMEs and startups—each holding valuable portfolios of IP, including patents, trademarks, and trade secrets. Surrounding these innovators is a dynamic ecosystem of organizations that prosecute, transact, license, and finance IP and related assets. As IP has evolved into a tradable and investable asset class with low correlation to broader financial markets, this sector has become one of the fastest-growing areas in the technology economy.
AI Leaders
AI Leaders are forward-thinking organizations creating AI tools or spearheading the strategic adoption of AI across specific industry verticals. These innovators prioritize aligning AI initiatives with core business objectives and unlocking enterprise-wide value through data-driven transformation and scalable innovation.
Deep-Tech Innovators
Deep Tech Innovators are pioneering organizations—ranging from startups to global enterprises—that push the frontiers of science and technology. Their work spans fields such as quantum computing, advanced materials, autonomous systems, semiconductors, and communications. Operating across Technology, Media, and Telecommunications (TMT) as well as specialized sectors like MedTech, FinTech, and Robotics & Transportation, these innovators address complex global challenges through breakthrough R&D protected by robust IP.
What We Do
IP Markets, AI Leaders, and Deep-Tech Innovators rely on our creativity and expertise for their bespoke transaction, financing, valuation and strategic needs
Mergers and Acquisitions
Full-spectrum transaction advisory for deep tech, IP, and AI businesses. We bring specialized expertise to acquisitions, exits, financings, and restructurings involving IP-rich, data-intensive, and algorithm-driven organizations—ensuring strategic alignment and sophisticated deal execution.
IP and Tech Asset Monetization
We help companies identify, value and monetize underutilized IP, legacy platforms, non-core assets, or adjacent technologies, with particular focus on large patent portfolios through targeted asset sales, licensing or creative spinout and partnering strategies. We help convert non-core R&D investments into fresh new capital—freeing resources for your highest-priority breakthroughs.
Fundraising and Capital Formation
Unlike any other advisor, we architect and negotiate customized solutions for financing scenarios that leverage unique strengths of high-tech companies. From convertible instruments to hybrid equity/debt structures, we articulate our clients’ unseen value in deep tech, IP and AI to a wide array of traditional financing sources.
Executive and Board Advisory
We serve as a trusted advisor to leadership teams and boards, offering objective guidance on scaling tech ventures, capital strategies, and potential exit or partnership pathways tailored to the fast-evolving landscapes.
Strategic Monetization Options
We evaluate and execute monetization pathways for undervalued or non-core IP, AI data and algorithms, or other tech assets—ranging from licensing to full sale. We quantify risks and opportunities in financial terms allowing enhanced decision making.
Financing, Liquidity, and Exit Strategies
We create new ideas and help clients explore tailored liquidity events, including growth-stage recapitalizations, strategic minority investments, carveouts, partnerships, or full exits, at all levels of technology and market maturity.
Enterprise Valuations
We deliver investor-grade valuations to our public and private clients globally grounded in comparable market data, deep research, and tech and IP-centric financial frameworks.
Patent Portfolio Valuations
Our patent valuation specialists evaluate patent strength, market coverage, and licensing and monetization potential. We examine technical claims, competitive landscapes, and licensing opportunities to inform strategic patent investment decisions. With over 13 years of active experience transacting IP, our valuations go beyond theoretical models—they are grounded in real-world market realities.
Trade Secrets, AI Models, and Data Valuation
We provide specialized valuation services for proprietary processes, methodologies, and proprietary data and business information that create sustainable competitive advantages.
Fairness Opinions
Independent fairness opinions for AI-related or deep tech M&A transactions, major financings, and significant corporate actions, providing boards with objective assessments to support fiduciary decision-making in AI market contexts.
Restructuring and Distressed Situations
Advisory and valuation services for companies or stakeholders navigating business model pivots, capital structure challenges, or restructuring scenarios, helping preserve value during transitions.
Litigation Expert Opinions
Expert testimony and damages analysis for IP, deep tech and AI-related commercial disputes, arbitration and litigation, delivering technically grounded, evidence-based opinions with legal and financial credibility.
Principal Capital Investing
For select opportunities, we invest or co-invest our firm’s capital and trusted third party capital in our deals. These investment opportunities often involve leading IP portfolios, corporate spinouts, and emerging businesses with transformational market potential.
Curated Deal Pipeline
To assist companies in the patent licensing ecosystem, we created a collaborative membership service having three key pillars. Our proprietary deal pipeline, our first pillar, gives members real-time visibility into ecosystem activity—revealing who is actively buying, selling, partnering, licensing, and investing. Subscribing members can uncover new, off-market opportunities, benchmark market activity, and initiate strategic engagements.
Transaction Data and Insights
TIP-X’s second pillar, the transaction database, delivers structured intelligence on both historical and recent market activity—going beyond simple data aggregation. We provide proprietary insights, derive key financial metrics through reverse engineering, and add context to significant industry deals. The platform tracks major transactions, financings, IP sales and assignments, licensing agreements, litigation activity, and emerging trends across key technology sectors.
Ecosystem Support
Through our platform, our thrid pillar allows members to collaborate, share knowledge, and engage with peers and industry professionals both online and offline—including coordinated efforts around global policy priorities. A continuously updated library of custom and curated publications and digital resources keeps members informed on emerging trends and best practices. We also host regular industry events and create meaningful opportunities for networking and dealmaking.
Industries We Cover
Our coverage area spans a broad range of deep tech domains, with specialized expertise in the following industries
TMT
Organizations leading the technology, media, and telecom sectors, providing essential deep tech hardware, semiconductors, software, networks, and services that power the modern era across different industry verticals.
AI Makers & Implementers
Organizations at the forefront of creating tools and technologies for AI development and implementation, including machine learning models, hardware, software, platforms, and AI-powered services.
Robotics & Transportation
Manufacturers and innovators in robotics and automation, including autonomous vehicle developers (cars, drones, etc.), robotics for industrial, commercial, and consumer applications, and transportation solutions such as electric vehicles and smart mobility systems.
MedTech & Healthcare
Organizations developing and manufacturing medical devices, diagnostic tools, and health technologies. This includes everything from surgical robots to wearables, diagnostic equipment, and health software to improve patient care and outcomes.
FinTech
Organizations revolutionizing financial services through technology, including online banking, payment platforms, credit risk, cryptocurrencies, and investment solutions.
Core Differentiators
Why clients choose us
Research & Insights
Newsroom
Back to the AI Future: Tech+IP Commences Coverage of AI Leaders and Launches AI-Native Platform to Serve IP Markets, Deep-Tech Innovators, and AI Leaders
[NEW YORK, NEW YORK] – Founded in 2013 and spun out of Houlihan Lokey (NYSE: HLI) in 2020, Tech+IP has been pioneering IP and deep-tech transactions for over a decade. Behind the scenes, the firm has also been quietly developing a powerful AI-native platform and advising a new wave of “AI-first” clients.For Tech+IP, AI isn’t…
November 5, 2025
Industry Veteran Jim Harlan Joins TIP-X as CEO
Jim is a licensed patent attorney who has built his career at the intersection of innovation, intellectual property, and global technology markets.
October 8, 2025
Tech+IP Leaders Recognized Among the World’s Top Intellectual Property Experts in IAM Strategy 300 Global Leaders 2025
Four of Tech+IP leadership team members have been recognized by Intellectual Asset Management (IAM) in the 2025 edition of IAM Strategy 300 Global Leaders.
August 22, 2025
Three Tech+IP Team Members Make IAM Global Top 300
We’re pleased to have three of our team, Ed Fish, Elvir Causevic and Chuck Fish, recognized in IAM’s most recent Global Top 300 List and both honored and humbled to be the only advisory firm with multiple team members in both the top 40 Market Makers of 2023 and in the 2024 hashtag#IAMStrategy300.
August 21, 2024
Who We Are
The Tech+IP Companies
Executes on Transactions: Tech-based transactions require deep industry experience and a bespoke approach to effectively execute and close premium deals.
Empowers with Strategic Advisory and Support: We support clients with strategic alternatives explorations, market-aware valuations, and expert guidance.
Educates Through Industry Research and AI-Driven Insights: Through our experts backed by a proprietary AI data engine, we produce insights and data-driven content. Here, clients have access to a vast industry network and are privy to insights ahead of the market.
Founders
Elvir Causevic
Co-Founder & Managing Director
Ed Fish
Co-Founder & Managing Director
Team
Jim Harlan
CEO TIP-X and Senior Advisor
Don Merino
Senior Advisor
Chuck Fish
Director
Pascal Asselot
Director
Andrew Cohen
Vice President
The Tech+IP team is a diverse, global group of over 30 professionals with deep industry experience, serving clients across three continents
New York
Detroit
Vienna
Taipei
Sarajevo
Join Us
We are always seeking exceptional talent