Invotex Group Intellectual Property Equity Position Inventory

Intellectual Property LIcense Management Services home Representative Engagements Clients

Key Contacts:

Debora R. Stewart
Managing Director Judy A. Byrd
Director

Equity Position Inventory

Frequently, licensors, especially universities, take ownership in the licensee’s company as part of the compensation for the license grant. When this occurs, typically, the license managers do not control the stock certificates. Often they are kept in the treasurer’s office or at a third-party bank or financial institution. Such disconnect may make it difficult to monitor the relationship let alone use it to the licensor’s benefit.

Invotex can locate such certificates, inventory them and enter them into a database which is a useful tool for tracking licensee name changes, mergers and acquisitions, dissolutions as well as stock splits – all factors that affect the holdings and resultant value of the investment. Our professionals can help you identify or highlight value, generate revenue through stock sales and manage the assets under your control.