IP due diligence for spin-offs, joint ventures, IPOs and M&A

This programme teaches participants to review and package intellectual-property information for spin-offs, joint ventures, IPOs, and M&A.

The diligence approach is driven by transaction objectives and focuses on chains of title, legal status, contracts, disputes, dependencies, and remediation.

Who this is for

• Investment, corporate-finance, and strategy teams

• IP, legal, and internal-control teams

• Organizations preparing transactions or restructuring

Core content

• Defining diligence scope from transaction structure and objectives

• Reviewing ownership, registrations, agreements, licences, and obligations

• Identifying disputes, restrictions, dependencies, and data discrepancies

• Organizing the data room, red-flag report, and remediation plan

• Build a transaction-specific information request list

• Classify findings by impact and remediability

• Prepare a map of rights, contracts, and dependencies

• Recommend actions before, during, and after the transaction