A properly conducted due diligence search can lead to many opportunities for both buyers and sellers, including long-term relationships and new business synergies. This intensive course will give you invaluable insights into the best practice of organising and conducting an efficient and thorough IP due diligence project.
Attending this event will ensure that you know how to mitigate the risks involved and will give you practical advice on balancing internal resources and outside expertise to the best advantage. The programme will help you understand the vital aspects of an FTO analysis from a US and EU perspective.
You will also benefit from the experience of the expert faculty during the discussion session and get the solutions you need to your questions.
Key topics to be covered include:
- Types of IP due diligence
- Mergers and acquisitions
- Sale of IP assets
- Freedom to operate (FTO)
- Best practices for organising an IP due diligence project
- Developing comprehensive checklists
- Aligning project scope with business goals
- Parts of a due diligence evaluation
- Evaluating the patent portfolio
- Mitigating the risks
- Communicating results
- Focus on FTO projects
- Best practices for when and how to do an FTO analysis
- Validity and infringement analysis: US and European perspectives
- US options for dealing with blocking patents
- Dealing with FTO risks
Benefits of attending
By attending this one-day intensive seminar, you will:
- Gain practical advice from highly rated experts on how best to prepare for your due diligence and FTO projects
- Learn to identify when due diligence and FTO projects are desirable and how to determine what the scope should be
- Improve your understanding of the risks around ownership and learn how to minimise these risks
- Communicate due diligence results effectively while protecting confidential and privileged information
- Understand your obligations if the deal doesn’t go through
- Be prepared for the FTO questions that will be raised by your client/company when they want to use new technology or expand existing technology
- Understand which FTO questions you should ask to make the most of your time and budget
- Discuss best practices for setting up and conducting a thorough analysis
- Gain valuable insight into infringement and validity analysis in Europe and the US
- Take away practical advice on leveraging the European and US systems to your advantage
- Learn to evaluate, minimise and communicate risk effectively
Certifications:
- CPD: 6 hours for your records
- Certificate of completion
Course Content
Course Provider
Andy Spurr,
European Patent Attorney ,
Canon EuropeAndy Spurr is a patent attorney at Canon Europe, specialising in software related inventions with a particular focus on video encoding and standard essential patents. Before joining Canon, Andy spent 8 years at a private practice IP firm where he worked with numerous software start-ups, advising on how to best leverage their IP to create commercial value.
Mr Tim May,
Partner ,
Finnegan LLPTimothy May is a partner in the Washington, DC office of Finnegan LLP. He has over 20 years experience in the field of US patent law, and focuses his practice on advising European high-tech companies on US patent matters. He counsels clients in all areas of US patent practice and currently manages the patent portfolios for several European clients in various electrical and mechanical technologies. He also counsels clients on patent validity and infringement. Prior to joining the firm, he served as a Patent Examiner at the US Patent and Trademark Office, where he examined applications involving digital communications, image analysis and testing and measurement devices.
Tim Whitfield,
Powell Gilbert LLPTim Whitfield is a partner with Powell Gilbert LLP. He advises clients in contentious IP matters across all IP rights with a strong focus on patent litigation and strategy, across a wide range of technologies, especially disputes having an international element in the pharmaceutical sector. He represents clients in cases before the English Courts and the European Patent Office. He has very extensive experience of advising clients on the co-ordination of international patent litigation strategy including in the pharmaceutical, medical devices and electronics fields. Tim also advises on related issues arising from international technology standards, patent pools and licensing, as well as pharmaceutical regulatory issues and SPCs. Tim also has experience of patent portfolio due diligence projects, contentious design right issues and trade mark infringement disputes.
Who Should Attend
This course has been specially designed for:
- Patent attorneys
- In-house lawyers
- Business development executives/managers
- IP and patent managers
- Licensing executives
- Trade mark attorneys
