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IP Valuation: Why Implied/Synthetic Royalty Rates Outperform Royalty Rates from License Agreements IP valuations usually rely on the relief-from-royalty method, using benchmark royalty rates from the marketplace. MARKABLES explains why implied or synthetic royalty rates offer a more reliable and consistent basis for IP valuation compared to license agreements. #IPvaluation #Intangibles #royaltyrates

Enhancing Transparency in Intangible Assets: A Call to Action 📊 The CFA Institute is pushing for a "disclosure-first" approach to intangible assets — a timely move as intangibles now outpace tangibles in developed markets 📈. Yet, many of these assets remain invisible on balance sheets due to outdated accounting rules 📝. 🔍 The Issue: Internally developed intangibles are expensed, while acquired ones are capitalized — leaving investors with an incomplete picture. 70%+ say the most valuable assets aren’t even on the books, and only 39% find current disclosures useful. 📢 Investors Are Speaking Up: 80%+ support better disclosures. The CFA Institute suggests transparency could lead to future recognition on financial statements — but not without addressing oversight risks 🚨. 🗝️How MARKABLES Supports MARAKBLES provides robust benchmark data for intangible asset valuation — helping companies bring clarity, defensibility, and transparency to the table 📊📈. #IPValuation #Intangibles #benchmarking #reporting #balancesheet #MARKABLES https://lnkd.in/dJKJe2W3

📌 China Sets a Reference Point for IP-Backed Financing A recent report by WIPO outlines China’s impressive development of IP-backed finance. In 2022 alone, CNY 486.9 billion (ca. $67B) in patent and trademark-backed loans were issued — rising to CNY 495 billion (ca. $68.1B) by Q3 2023. Over 18,000 SMEs gained access to funding through IP assets. China’s approach spans lending, insurance, and securitization, supported by legal updates, public-private collaboration, and evolving valuation practices. Notably, over 94% of listed firms now report IP assets in their financials. WIPO’s case study shows how structured valuation, legal clarity, and accessible data can lower the barriers to IP finance — especially for smaller firms. 📊 MARKABLES contributes by offering comparable market data for IP valuation, enabling more transparent and bankable IP-backed transactions worldwide — from lending to M&A. #IPvaluation #IPfinance #WIPO #IntellectualProperty #SMEs #Innovation #IntangibleAssets #Benchmarking #MARKABLES https://lnkd.in/d48X3fDE

📈 Global Private Equity Deal Value on the Rise – But Still Down YoY 📉 According to S&P Global Market Intelligence, global private equity and venture capital (PE & VC) deal value reached $37.93 billion in February, up 26.6% from January. However, year-over-year, the market remains 28% down compared to February 2024. Technology, Media & Telecommunications (TMT) led the way with 278 deals totaling $13.72 billion—solidifying its dominance in the investment landscape. Among the largest TMT transactions: ✅ Turn/River Management’s $4.42B buyout of SolarWinds Corp ✅ Bain Capital’s $3.36B acquisition of Mitsubishi Tanabe Pharma 💡Intellectual property is a key driver of returns—especially in tech-heavy investments. However, many investors lack deep IP insights when structuring these deals. MARKABLES provides data-driven insights into IP valuation and returns, helping PE & VC firms make smarter investment decisions. Time to put IP at the center of deal strategies! #PrivateEquity #VentureCapital #Intangibles #IPValuation #IPMargin #PurchasePriceAllocation #MARKABLES https://lnkd.in/dmwd9mJv

In 2025, cross-border M&A transactions may experience a resurgence. However, successfully managing these deals will demand meticulous planning and seamless coordination. On this background the March 2025 Financier Worldwide article examines global transfer pricing (TP) trends, challenges, and best practices, with insights from experts across jurisdictions. Key themes include heightened scrutiny by tax authorities, evolving regulations, and the growing complexity of valuing intangibles. The TP landscape is increasingly complex, with intangibles at the center of disputes. Companies must balance tax efficiency with compliance, ensuring TP policies reflect both operational realities and evolving global standards. Proactive documentation, cross-border collaboration, and tech-driven compliance are critical to avoiding penalties and double taxation. DEMPE and benchmark data are key to a reliable valuation of IP. At least for the latter, you are in the right place with MARKABLES. Good read below 👇 #Transferpricing #IPValuation #Benchmarks #RoyaltyRates #MergersAndAcquisitions #MARKABLES https://lnkd.in/dRMAFrbz

🔍 Quantifying Damages in International IP Arbitration: Key Insights 📖 The Guide to IP Arbitration (Third Edition) features expert insights from Gregory K. Bell, Peter J. Rankin, and Andrew Tepperman on one of the biggest challenges in intellectual property (IP) disputes: accurately valuing damages. 💡 What’s the issue? Determining the economic harm from unauthorized IP use isn’t straightforward. Claimants must prove a direct link between the infringement and their financial losses—whether in lost sales, reduced market share, or missed royalty payments. 📊 Key valuation factors include: ✅ Market value of the IP ✅ Reasonable royalty calculations ✅ Competitive impact of infringement ✅ Duration of unauthorized use ⚖️ Why it matters? A precise damage assessment ensures fair compensation and strengthens IP protection worldwide. As arbitration increasingly plays a role in resolving IP disputes, data-driven valuation methods become essential. MARKABLES is the leading provider of market comps to support such data-driven valuations. For IP professionals, mastering these valuation complexities is key to navigating arbitration effectively. What are your biggest challenges in IP valuation? Let’s discuss! #IPValuation #Arbitration #IntellectualProperty #RoyaltyRates #IPDisputes #MARKABLES https://lnkd.in/dDVmPsjY

M&A Rebound to $40B: Know What You Buy with Proper IP Pre-Deal Assessment Despite unfavorable economic conditions, German listed companies initiated a remarkable reversal of their M&A investments during 2014. Despite an ongoing decline in deal numbers, deal value surged from $18B in 2023 to $40B in 2024. 📈 This is the finding of a recent study conducted by Freshfields, based on the M&A activities of DAX 40 and MDAX 50 constituents as of October 10, 2024. What a rebound, and what a promise for further recovery! Large parts of the increase were devoted to US acquisitions. In light of this M&A boom, deal teams must be sure what exactly they are acquiring. Due diligence should go beyond financial, commercial, legal, and tax assessments. Today, it must also include a pre-deal evaluation of intangible asset value. Why? Because it provides clarity not only on the quality of intangibles but also on the future balance sheet, amortization, pre-tax earnings, and taxes. Yet, a recent Deloitte Australia study found that 70% of M&A leaders fail to explicitly evaluate IP assets during the deal process -> https://lnkd.in/dY3XFTUS MARKABLES is the leading provider of market comps to support such valuations. Don't let intangibles become an afterthought—they shape the success of your next big deal! #MergersAndAcquisitions #DueDiligence #IntellectualProperty #IPValuation #IPDueDiligence #PurchasePriceAllocation #MARKABLES https://lnkd.in/dszvBCbw

📈 IPO Market Outlook 2025 – What does It Mean for M&A? A recent blog by Chris Fenske at S&P Global Market Intelligence highlights key trends shaping the IPO landscape in 2025. While private equity (PE) exits are expected to drive IPO volumes higher than in 2024, large private funding rounds suggest that companies not necessarily rely on public listings to raise significant capital. This creates an interesting dichotomy—more IPOs on the horizon, but potentially smaller deal sizes. 💡Key insights from the 2024 IPO market: ❗Strong performance: The average IPO price rose 38.4%, outpacing the S&P 500. ❗Sector winners: Information technology IPOs saw the highest price gains (86%), while healthcare also performed well. ❗Size matters: The $500M-$1B IPO cohort outperformed, with a 99.7% increase in price, while smaller IPOs underperformed. 💡 What does this mean for M&A? ❗Higher IPO valuations could push M&A pricing expectations higher, especially in tech and healthcare. ❗Companies weighing IPOs vs. M&A may delay exits, given strong private funding options. ❗Sector-specific shifts will shape dealmaking, as industries leading IPO activity often drive M&A momentum as well. How do you see these trends shaping M&A in 2025? Let’s discuss! 👇 #IPO #MergersAndAcquisitions #PrivateEquity #IPValuation #Valuation #MARKABLES https://lnkd.in/dVNEam6C

📈 European M&A Market Shows Signs of Recovery After the global M&A market signaled a rebound, Europe is following suit. According to S&P Global, Q4 2024 saw a 4% YoY increase in transaction values and a 13% rise in deal count—totaling 3,315 deals. 🔥 Key Highlights: 🔹 $7.5B acquisition of Techem GmbH by a US-based PE consortium 🔹 $4.5B merger of Aviva plc & Direct Line Insurance Group plc, reinforcing UK insurance sector consolidation 🇬🇧 The UK led the charge with a 125% YoY surge in deal value and 28% more deals—a sign of growing market confidence. At #MARKABLES, we remain optimistic about this momentum continuing. What’s your take? 👇 #MergersAndAcquisitions #PurchasePriceAllocation #IntangibleAssets #IPValuation #Benchmark #Data https://lnkd.in/deUGDDHS

📈 Big Deals Are Back—But What About the Mid-Market? The global M&A market is buzzing, with large deals seeing an uptick in 2024. According to wtw’s latest research, deals valued over $1 billion surged by 21%, and megadeals over $10 billion saw impressive growth as well. But here’s the question: Does this momentum in big-ticket transactions signal positive prospects for the mid-market M&A space? With financing conditions improving and private equity accelerating their deal-making, could mid-sized companies also benefit from this renewed appetite for acquisitions? Let’s discuss. 💬 Share your thoughts! #MergersAndAcquisitions #MidMarket #Valuation #MARKABLES https://lnkd.in/dFpuzAhG