In June, J.S. Held President and CEO Jon Held announced the formation of J.S. Held Intellectual Property (IP) practice, which is a combination of the professionals from Ocean Tomo and IPFC and reports up through the firm Financial Investigations Division. The IP Practice is a core component of J.S. Held overall technical, scientific, and financial expertise and will operate in the market as Ocean Tomo, a part of J.S. Held. This announcement brings six managing directors to the Intellectual Property Disputes practice of Ocean Tomo as a result of our combination with IPFC through J.S. Held. The Houston-based IPFC experts provide forensic accounting, economic, valuation, and expert consulting services to law firms, corporations, educational institutions, government agencies, and individuals in the context of business transactions and disputed matters, including intellectual property infringement actions and commercial litigation. Like Ocean Tomo, the team provides opinions and expert testimony in courts and arbitration proceedings across the United States as well as foreign jurisdictions. They evaluate financial and economic damages in the form of lost profits, price erosion, reasonable royalties, convoyed sales, cost savings, feasibility of design around alternatives, unjust enrichment, and corrective advertising, among other areas. The experts also provide opinions and expert testimony in Section 337 investigations before the International Trade Commission, with a focus on economic domestic industry, remedy, bond, and public interest issues.
Prior to joining J.S. Held Bryan Van Uden was a Managing Director at IPFC Corp. Bryan has more than 20 years of experience in providing financial consulting expertise in valuations, dispute analysis, and strategies to improve business operations and profitability. His experience includes patent infringement, trademark infringement, copyright infringement, misappropriation of trade secrets, securities violations, veil piercing, breach of contract, personal injury, wrongful termination, unfair business practices, and business and intellectual property valuation. Bryan has assisted clients with complex studies involving technology licensing, lost sales, lost profits, capacity issues, incremental profits, fixed and variable cost analysis, product line profitability, price erosion, reasonable royalty determination, design around costs, unjust enrichment, corrective advertising costs and prejudgment interest. He has consulted with law firm and corporate clients in various phases of the litigation process, including: early case assessment; analyzing issues and developing damage strategies; preparing interrogatories and document requests; assisting in the preparation of affirmative and rebuttal expert reports; critiquing opposing expert reports and analyses; assisting in deposing fact, 30(b)(6) and expert witnesses; developing damages models and calculating damages; and developing demonstratives for trial. Bryan has also been designated and testified as an expert in state and federal courts and in arbitration proceedings throughout the United States, as well as internationally.
Prior to joining J.S. Held, Dan Lindsay as a Co-Founder and Managing Director of IPFC Corp. Dan has more than twenty years of professional experience providing financial consulting, damages analysis, and expert witness services to law firms and companies throughout the country involved in litigation and other disputes. Such matters have involved patent, trademark, trade dress, breach of contract, business interruption, antitrust, and oil and gas royalty issues, among others. Dan has extensive experience analyzing financial, licensing, marketing, business, and other relevant information for purposes of assessing and calculating damages in intellectual property disputes. He has consulted with law firms and corporate clients in all phases of intellectual property litigation, including early case damages assessment, discovery, motion practice, financial analysis, expert reports and analysis, depositions, and trial. Dan’s experience involves the quantification of damages in patent infringement and other intellectual property disputes, as well as assistance with the negotiation of patent license agreements outside the context of litigation. Dan has been designated and testified as an expert in federal court and has been recognized by Intellectual Asset Management as one of the leading economic experts in the field of intellectual property damages in the United States.
Prior to joining J.S. Held, Earl Fairbanks was a Managing Director at IPFC Corp. Earl has more than 20 years of experience providing financial consulting and damage analysis to companies and law firms. These matters include intellectual property, government contracts, energy, healthcare, and general commercial disputes. Intellectual property experience includes valuation and analysis of damages related to patent infringement, misappropriation of trade secrets, copyright, breach of contract, and tortious interference. He has extensive experience in the analysis of sales, costs, profits, license agreements, business plans, industry competition, market conditions, case law, and other information for the purposes of calculating damages and valuations.
Prior to joining J.S. Held, Mark Taylor was a Co-Founder and Managing Director of IPFC Corp. with more than 25 years of experience providing consulting services to law firms and companies of all sizes involved in litigation, ITC Section 337 investigations, and other disputes, focusing primarily on patent infringement. His specialized expertise includes matters involving patent, trademark, trade secret, trade dress, false advertising, contract, oil and gas royalty, environmental, and insurance coverage issues. He has consulted with law firm and corporate clients in all phases of litigation, including licensing and market assessments, case strategies, discovery, motion practice, financial analysis, expert reports, depositions, and trials. Areas of expertise include damages calculations, reasonable royalty analyses, lost profits analyses, economic domestic industry and remedy/bonding analyses, financial and damages scenario modeling, and database analysis and programming. Mark has significant experience identifying and analyzing relevant financial information, license and other technology transfer agreements, business and strategic plans, competitive and market assessments, and other data for purposes of assessing and calculating damages.
Paul Benson has more than 20 years of professional experience consulting with clients and advising on complex commercial disputes and intellectual property matters. He has provided advisory services to clients on economic, valuation, and strategic issues related to intellectual property, general business, and commercial disputes. Paul has extensive experience evaluating and quantifying economic damages in engagements that have involved patent infringement; copyright and trademark infringements; misappropriation of trade secrets; contractual breach; and financial investigations. He is skilled at evaluating lost profits, calculating unjust enrichment, and determining reasonable royalty rates. Paul has conducted numerous analyzes of market and sales trends, business practices, license agreements, and lost profits. He has worked with clients in various industries, including computer hardware and software, electronics, mobile devices, Internet e-commerce, pharmaceuticals, biotechnology, semiconductors, oil and gas, telecommunications, retail, medical devices, chemicals, manufacturing and automotive. He has been involved in numerous high-profile cases and has served as a consultant on many cases throughout trial and jury verdict. Paul is a Certified Licensing Professional and Certified Fraud Examiner.
Prior to joining J.S. Held, Todd Schoettelkotte was the President, Managing Director of IPFC Corp. Todd has more than twenty years of experience as a financial consultant in a variety of litigation matters and disputes, including intellectual property, breach of contract, business interruption, valuation, and general damage assessments. Over the course of his career, he has significant experience assisting companies with complex financial accounting and litigation issues across many industries. Todd works with his clients on numerous complex studies involving valuations, lost sales, lost profits, incremental profits, reasonable royalty, unjust enrichment, product line profitability, fixed and variable cost analysis, manufacturing, and marketing capacity, cost claims, company financial performance, and interest on damages. He has extensive experience conducting complex studies of the company’s accounting records, assisted companies and law firms in identifying relevant financial information, developed damage claims, and assisted clients with the development of damage alternatives and related case strategies. Additionally, he assists in identifying, reviewing, and analyzing financial documents, including projections, forecasts, business plans, market studies, contracts, and license agreements. Over the course of his career, he has immense experience being designated and testifying as an expert in state and federal courts and in arbitration proceedings throughout the United States.