A History of Leadership

For more than 30 years, Ocean Tomo professionals have led the field with respect to intellectual capital thought leadership. Select milestones of achievement include:


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.


Co-founded first dedicated, full-service intellectual property consultancy offering advice on valuation, litigation damages and tax.


Created first integrated intellectual property strategy consulting group offering Intellectual Property Quality Management services to large Fortune 500 clients.


Founded first private equity advisory partnership to originate large-scale investments based on underlying intellectual capital.


Creation of first scaled investment banking practice, in partnership with leading Wall Street firm, dedicated exclusively to patent based structured finance.


Created nation's first integrated Intellectual Capital Merchant Banc™ firm.


Created nation's first private equity and debt fund to invest in growing companies with strong intellectual property.


Successfully established a Live Public Auction Marketplace for Intellectual Property rights.

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.

Created The Intellectual Property Exchange International (IPXI) the world’s first financial exchange with an Intellectual Property focus. 


Created Patent Bid-Ask, the first and only voice brokerage and online marketplace for intellectual property.


Created OTI as the first and only comprehensive source of global intellectual property-based market information with free global patent search.


Created the PatentMarking.com, the first and only online platform designed for the management with patent marking data.


Ocean Tomo collaborates with Illinois Institute of Technology for Master’s in IP Management & Markets.


Ocean Tomo Partners with TechNexus Venture Collaborative for accelerated development of proprietary products and services supported by corporate partnership.


Ocean Tomo and Liberty Investment Ventures introduced 3Disovered, the first online exchange platform that connects design owners, customers and 3D printing service bureaus to execute transactions of commercial-grade 3D printable designs and products.

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.