|CASES BRAND VALUATION & VALORIZATION|
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Client: Mid-size Industry: Casual/Streetware Situation: Profitable at EBITDA level, high debts, two core brands with high market visibility, core brand not on the balance sheet Needs: Debt Restructuring, Asset valorization Outcome: approved restructuring plan, brands as key collateral
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Client: Mid-size Industry: Automotive supplier Situation: acquired by a Germany company Needs: brand and technology know-how not correctely valuated/transferred, unclear assets ownership Outcome: Correct valuation of brand and know-how, clear licensing and transfer policy
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Client: SME Industry: Jewellery Situation: well known brand, profitable company Needs: audit of in-licensing brand contract and re-negociation Outcome: Valuation for Licensing royalties assesment and new contract design
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Client: Mid-corporate – leader in Europe - listed Industry: Home textiles Situation: well known brand portfolio, market decline, high level of debts Needs: corporate restructuring, brand asset allocation Outcome: Brand Positioning, Brand Portfolio Valuation and dismissal strategy
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Client: Large Financial Institutions Industry: Commercial Banking Situation: Market leader in SME Lending & Financing Needs: Innovate the Financing Instruments Portfolio and reinforce the customer relationships Outcome: Design and Pilot of Brand Financing Instrument (valuation, covenants, pricing), pilot on 100 SME’s
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Client: National Public Group Long term Investor for Economic Development Industry: Public Investment/Funding Situation: Institution with innovative services for economic development Needs: Transfer technologies and patents to SME’s from Research and private companies through a Patent Funds (50 M€) Outcome: Design the Patent Portfolio to be acquired based on key strategic technologies for the country, identify the patent providers and design the business and operating model
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|CASES TECH VALUATION & VALORIZATION|
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Client: SME
Industry: Truck-Bus
Situation: niche company specialized in Vehicle & Buses tracking systems
Needs: financing (equity)
Outcome: Tech asset valuation, targeting, decision to hold-on
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Clients: SMEs/Mid-Corporate Industry: Manufacturing Situation: innovative companies with patent portfolio Needs: Early warning and actionable intelligence for key innnovation & product dev Outcome: Alert & Monitoring System about Competitors, Market opportunities and Technology/Patent evolution
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Client: Large Corporations Industry: Telecommunications Situation: tech & patent porfolio not adequately exploited in B2B Needs: Identify and qualify industries/applications opportunities Outcome: Industry & Technology Intelligence, two key industries identified and qualified (Logistics services, Healthcare)
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Client: Large Corporation Industry: Aerospace/Defense Situation: Huge Patent portfolio (4000) to be exploited Needs: Establish a licensing strategy, unit and technology marketing program Outcome: Licensing initiative (design and setup:3 years program), tech transfer for non-core patents, licensing contracts signed
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Clients: Chamber of Commerce Industry: Public Institutions Situation: Shortage of funds, allocation criteria and ROI Needs: Innovative services for SMEs Outcome: Valuation of Intangible Assets of territory industrial districts, design of on-line light valuation interactive model for SME’s and pilot on selected SME’s
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Clients: Leading Trading Fair, Entertainement Event, Trade Association Industry: Gourmet/Sustainable food, Books, Concerts, Professional Association, Chamber of Commerce Situation: Funding of prestigious events, lack of return valuation Needs: Measure the economic impact, allocate funds Outcome: Valuation of the Event’s Brand and of the territory (city, region) economic impact
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