| 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. |
| 2004 - | Ocean Tomo acquired interest in PatentRatings (www.patentratings.com) |
| 2005 - | Created nation's first private equity and debt fund to invest in growing companies with strong intellectual property. |
| 2006 - | Successfully established a Live Public Auction Marketplace for intellectual property rights. |
| 2006 - | Created the nation’s first index based on the value of intellectual property. The Ocean Tomo 300® Patent Index launched in September on the American Stock Exchange. |
| 2006 - | Created The Intellectual Property Exchange International, IPXI, the world’s first financial exchange with an intellectual property (IP) focus. |
| 2008 - | Created Patent Bid-Ask, the first and only voice brokerage and online marketplace for Intellectual Property(IP). |
| 2009 - | Created OTI, the first and only comprehensive source of global intellectual property-based market information that combines a free global patent search with timely and actionable market intelligence. |