What Tech+ip Advisory does

Tech+IP Advisory is a privately held boutique investment bank providing IP-focused advisory, valuation, transaction, and litigation-support services to technology companies, AI leaders, deep-tech innovators, and financial sponsors. The firm operates across three affiliated LLC entities (Tech+IP Advisory, LLC; Tech+IP Capital, LLC; Tech+IP Exchange, LLC), with regulated securities services delivered via Tech+IP Capital through a FINRA-member broker-dealer. Founded in April 2020 by Elvir Causevic and Ed Fish following their departure as co-leads of Houlihan Lokey's Tech+IP Advisory Division, the firm is headquartered in Arlington, Virginia and maintains offices in New York, Detroit, Vienna, Taipei, and Sarajevo, serving clients across three continents. Reported outcomes include over $9 billion in client value delivered and 350+ completed engagements spanning IP monetization, M&A, restructurings, and patent portfolio transactions with clients including GE, IBM, Nokia, Dolby, Intel, AMD, BlackBerry, and D-Wave.

The firm's product offering centers on the TIP-X Licensing Platform—a proprietary AI-powered membership service providing curated deal pipelines, transaction database intelligence, and ecosystem collaboration tools—complemented by a full suite of advisory services: strategic advisory, IP and tech asset monetization, M&A advisory, valuations and fairness opinions, fundraising and capital formation, and selective principal capital investing. Revenue is generated through four streams: professional advisory fees, transaction-based success fees, subscription/membership revenue from the TIP-X platform, and principal capital investment returns. The go-to-market is high-touch, senior-led relationship banking targeting enterprise technology clients and financial sponsors globally, supported by thought-leadership content, industry events (including the inaugural TIP-X Forum in Washington, D.C. in May 2026), and ecosystem engagement. The firm employs 30+ professionals across the United States, Europe, and Asia-Pacific, with curated expertise spanning patent valuation, licensing strategy, restructuring, and AI-driven deal intelligence.

The competitive positioning emphasizes boutique intensity at global scale, combining deal execution capability with a proprietary data asset accumulated across 13+ years of IP transaction experience. Recent strategic emphasis has shifted toward AI-native platform positioning (November 2025 launch) and ecosystem buildout, signaled by the appointment of patent attorney Jim Harlan as CEO of TIP-X in October 2025. Leadership is recognized externally through the IAM Strategy 300 Global Leaders list (2023-2025) and the GPMG American Business Vanguard 2026 award for Investment Banking.

Name

Tech+ip Advisory

Legal name

Tech+IP Advisory, LLC

Website

https://techip.ai

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Investment Banking & IP Advisory

NAICS

Portfolio Management and Investment Advice (523940), Miscellaneous Intermediation (52391)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Industry-Specialist / Sector-Focused M&A Advisory (FSAEAGAJ)

akta.pro secondary industries

Buy-Side M&A Advisory (FSAEAGAB), Equity Capital Markets Advisory (Equity Issuance Strategy & Readiness) (FSACAAAI), IPO & Public Markets Advisory (BPAHADAH)

Keywords

• IP investment banking
• Patent valuation services
• Deep tech advisory
• Mergers acquisitions advisory
• Patent monetization

Headquarters

HQ city

Arlington

HQ country

United States

HQ region

North America

Offices6 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Strategic Advisory Fees: Advisory fees for strategic alternatives, market-aware valuations, expert guidance, and transaction advisory. Services include M&A advisory, IP monetization strategy, fundraising support, and executive/board advisory.
2. Transaction-Based Revenue: Fees from completed M&A transactions, patent sales, licensing deals, and restructurings. Full-spectrum transaction advisory for deep tech, IP, and AI businesses including acquisitions, exits, financings, and restructurings.
3. Principal Capital Investing: For select opportunities, invests or co-invests firm's capital and trusted third party capital in deals. Investment opportunities involve leading IP portfolios, corporate spinouts, and emerging businesses with transformational market potential.
4. TIP-X Membership Platform: Collaborative membership service providing deal pipeline access, transaction data and insights, and ecosystem support. Subscription-based access to real-time ecosystem activity, market intelligence, and industry collaboration tools.

Go-to-market motion2 records

Distribution channels2 records

Marketing channels6 records

Core offering

Tech+IP Advisory is a boutique investment bank delivering IP-focused investment banking, valuation, strategic advisory, M&A advisory, and litigation support services for technology, deep-tech, and AI clients. The firm also operates TIP-X, a proprietary AI-native platform providing curated deal pipelines, transaction intelligence, and ecosystem collaboration tools for the patent licensing ecosystem.

Product overview

Tech+IP Advisory operates as a leading boutique investment bank at the intersection of intellectual property and artificial intelligence. The company offers a unified platform-plus-services model centered on the TIP-X Licensing Platform—a proprietary AI-powered membership service providing curated deal pipelines, market intelligence, and ecosystem collaboration tools. This core platform is complemented by a comprehensive suite of advisory services including Strategic Advisory, IP and Tech Asset Monetization, Mergers and Acquisitions Advisory, Valuations and Opinions, Fundraising and Capital Formation, and Principal Capital Investing. The company is spun out of Houlihan Lokey and has delivered over $9 billion in client value through successful execution.

Differentiator

Problem solved

Functional benefit

Brands

• TIP-X: A collaborative membership service and proprietary AI platform for the patent licensing ecosystem, providing deal pipeline intelligence, transaction data and insights, and ecosystem support including networking and policy engagement.

Products and services

• TIP-X Licensing Platform A collaborative membership platform providing curated deal pipelines, transaction data and insights, and ecosystem support for the patent licensing ecosystem, with real-time visibility into buying, selling, partnering, licensing, and investing activity.
• Strategic Advisory Bespoke transaction, financing, valuation, and strategic advisory services for IP markets, AI leaders, and deep-tech innovators, including executive and board-level guidance on strategic alternatives and monetization pathways.
• IP and Tech Asset Monetization Services helping companies identify, value, and monetize underutilized IP, legacy platforms, non-core assets, or adjacent technologies, with focus on large patent portfolios through asset sales, licensing, or creative spinout strategies.
• Mergers and Acquisitions Advisory Full-spectrum transaction advisory for deep tech, IP, and AI businesses, including acquisitions, exits, financings, and restructurings involving IP-rich, data-intensive, and algorithm-driven organizations.
• Valuations and Opinions Comprehensive valuation services including enterprise valuations, patent portfolio valuations, trade secrets/AI models/data valuation, fairness opinions, and restructuring/distressed situation advisory.
• Fundraising and Capital Formation Architects and negotiates customized financing solutions for high-tech companies, including convertible instruments and hybrid equity/debt structures, articulating value in deep tech, IP, and AI to financing sources.
• Principal Capital Investing Selective investment of firm's capital in leading IP portfolios, corporate spinouts, and emerging businesses with transformational market potential, including co-investment opportunities with trusted third party capital.

Quantifiable outcome

• $9 billion+ in client value delivered through successful execution
• +5 more outcomes

Named customers24 records

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability3 records

Feature4 records

Partnerships

One partnership is on record.

• Access AdvancecoreStrategic or Co-development Partner · 11 June 2024Tech+IP and Access Advance partnered on a Smart Home Licensing Initiative to explore connecting patent owners and implementers in the IoT market, including smart home devices and services. This initiative aims to facilitate licensing relationships between patent holders and IoT device manufacturers.

Scale indicators4 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Acacia Research: Public IP investment and patent licensing company. Comparable as a buyer and monetizer of patent portfolios, often appearing on the opposite side of Tech+IP's sellside patent transactions.
• MPEG LA: Licensing administrator for patent pools including HEVC, on which Tech+IP advised. Comparable as a structural intermediary in IP licensing and pool-formation transactions.
• Allied Security Trust: Defensive patent acquisition cooperative serving major technology companies. Comparable buyer of patent portfolios, often engaging the same sellside advisors Tech+IP serves.
• RPX Corporation: Defensive patent aggregator and IP risk management firm. Tech+IP served as buyside advisor in RPX's $555M go-private, and the two intersect across patent acquisition and defensive licensing mandates.
• 284 Partners: Boutique M&A advisory firm focused on intellectual property and technology transactions. Closest direct peer given overlapping IP-M&A and patent-monetization mandates.
• Ocean Tomo: IP-focused advisory, valuation, and transaction firm (now part of JLL) offering patent valuation, licensing advisory, and IP investment banking. Most direct comparable on service mix and IP specialization.

Emerging players

• Darts-ip: IP analytics and litigation data platform. Comparable in enabling IP intelligence and valuation; partial overlap with Tech+IP's TIP-X transaction-database offering.

Broad incumbents

• GLC Advisors & Co. Independent advisory firm providing M&A and restructuring services to mid-market and large-cap technology clients. Comparable as a boutique with deep tech and restructuring expertise.
• Houlihan Lokey: Global investment bank from which Tech+IP spun out in 2020. Houlihan Lokey retains a broader tech+IP advisory practice and competes for large mandates; Tech+IP's founders previously led the same division, making it a direct legacy peer.

Others

• Avenue Capital Group: Specialty finance firm with exposure to IP-backed lending and technology restructuring. Adjacent given shared ecosystem of distressed tech/IP restructurings such as Lumileds and Avaya.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/techipadvisory

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Subsidiaries2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Tech+ip Advisory