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
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.