Unlocking Hidden Value, Avoiding Hidden Risks: IP & Technology in M&A.
Presented By: McAndrews / Wipfli LLP
Intellectual property and technology assets are often the most valuable—but also the most overlooked—components of a deal. Failing to properly assess IP portfolios, proprietary tech, and digital infrastructure can lead to missed opportunities or costly surprises. This session brings together experts to explore how to uncover hidden value, mitigate risks that derail transactions, and conduct essential due diligence on patents, trademarks, trade secrets, and tech stacks. Whether buying, selling, or investing, this discussion will help you maximize IP-driven value and avoid deal-breaking pitfalls.
Moderator:
President & Shareholder
McAndrews, Held & Malloy
Robert Surrette is a Shareholder and serves as President of McAndrews. He focuses his practice on the resolution of intellectual property and technology-related disputes with an emphasis on patent, trademark, trade secret and trade dress litigation. For the last 20 years, Bob has counseled a leading global medical device manufacturer on numerous litigation and transactional matters.
Panelists:
Managing Director
Wipfli Corporate Finance Advisors, LLC
Colin brings over 15 years of investment banking and consulting experience to his clients and focuses on advising private middle market companies and their shareholders on mergers and acquisitions, valuation, transition, and strategic planning matters. He has successfully led transactions for across a multitude of industries, some of which include construction services, manufacturing and distribution, consumer goods, engineering and design, software as a service (SaaS), environmental waste remediation and professional service industries.
Principal
Broadview Group Holdings
Heath is a Principal at Broadview Group where he focuses on direct investments in private companies. Heath’s focus is leading the identification and execution of new private company investment opportunities. Once under management, Heath works with portfolio companies to provide the resources and guidance needed to achieve sustained, profitable growth.
Managing Director
WILsquare Capital
Andrew has extensive experience working with lower-middle market companies and their stakeholders. At WILsquare Capital, Andrew’s responsibilities include investment thesis development, opportunity sourcing and acquisition, and driving portfolio company strategy and value creation initiatives. Previously, Andrew was with Croft & Bender, an Atlanta-based investment banking and private equity firm, after beginning his career with PricewaterhouseCoopers. Andrew is a St. Louis native, whose involvement in his family’s small business has been foundational to his understanding of the unique opportunities and challenges faced by private companies in the lower-middle market.