About Ocean Tomo

Established in 2003, Ocean Tomo, LLC, is the Intellectual Capital Merchant Banc™ firm providing an industry leading array of financial products and services related to intangible assets. Ocean Tomo offerings include expert testimony, valuation, strategy, research, ratings, investments, risk management and transactions. Ocean Tomo assists clients – corporations, law firms, governments and institutional investors – in realizing Intellectual Capital Equity® value broadly defined.

The name Ocean Tomo reflects the firm’s vision as an Intellectual Capital Merchant Banc™ firm.

OCEAN reflects the cross-oceanic nature of intellectual property as well as the legal acronym for the adverse possession of property (Open, Continuous, Exclusive, Adverse and Notorious), a concept relevant to many forms of intellectual capital.

TOMO is a Japanese word for intelligent and friendly and reflects the Asian notion of an integrated, friendly group of related businesses.

Ocean Tomo's culture is entrepreneurial, open and based on a foundation of common sense. Most importantly, Ocean Tomo is an organization built on the concept of the "team" where every employee makes a difference. Our culture is a key differentiator when recruiting new professionals and can be seen in our actions, policies and values.

A History of Leadership

For more than 25 years, Ocean Tomo professionals have led the field with respect to intellectual capital thought leadership. Select milestones of achievement include:

1987	Organized first national practice to offer intellectual property valuation opinions at a time when the Big-8 accountancies refused to address this growing asset class.
1988	Co-founded first dedicated, full-service intellectual property consultancy offering advice on valuation, litigation damages and tax.
1993	Created first integrated intellectual property strategy consulting group offering Intellectual Property Quality Management services to large Fortune 500 clients.
1999	Founded first private equity advisory partnership to originate large-scale investments based on underlying intellectual capital.
2002	Creation of first scaled investment banking practice, in partnership with leading Wall Street firm, dedicated exclusively to patent based structured finance.
2003	Created nation's first integrated Intellectual Capital Merchant Banc™ firm.
2004	Acquired exclusive license to the PatentRatings® System, the only analysis and research tool that combines patent quality metrics with other competitive portfolio assessment on a single platform.
2005	Created nation's first private equity and debt fund to invest in growing companies with strong intellectual property.
2006	Established a live public auction marketplace for intellectual property rights. Established a live public auction marketplace for intellectual property rights. Created the Ocean Tomo 300® Patent Index, the first equity index based on the value of intellectual property.
2008	Created Patent Bid-Ask, the first and only voice brokerage and online marketplace for intellectual property. Founded the Intellectual Property Exchange International (IPXI) the world’s first financial exchange for intellectual property assets.
2009	Created OTI as the first and only comprehensive source of global intellectual property-based market information.
2010	Created the PatentMarking™ notification platform (patent-pending), the first and only system supporting corporate management with patent marking data by providing companies with a single searchable repository for storing their patent-to-product related information.
2012	Created the US China IP 200™ Index, the world's first index based on the value of both US & foreign intellectual property.

Today, our professionals hold leadership roles in the preeminent technology transfer societies, intellectual property focused government think-tanks, intangible finance technical journals, and non-profit invention organizations. Our current and future service offerings are built upon this platform of success and a perspective that can only be achieved from a leadership view.