Patent Due Diligence
Learn the dos and dont's of a patent due diligence
- Learn from the experts from the largest patent department in Europe
- Succinct knowledge transfer
- Practical, first-hand expertise
Online-Seminar
From
1.340,00 €
plus VAT
Services & Process
Veranstaltung - 1.340,-€ zzgl. MwSt.
The fee includes high-quality course material and a participation certificate for download, access to the Learning Space as well as technical support including a test meeting.
Period:
09:00 to 17:00 CET
Booking details
Online-Seminar
From
1.340,00 €
plus VAT
Services & Process
Veranstaltung - 1.340,-€ zzgl. MwSt.
The fee includes high-quality course material and a participation certificate for download, access to the Learning Space as well as technical support including a test meeting.
Period:
09:00 to 17:00 CET
Our speakers will show you strategies for a Patent Due Diligence. You will learn how a Patent Due Diligence can be conducted efficiently. You will be able to test your Patent Due Diligence skills by the means of practical exercises under the guidance of the speakers.
Your speakers
Martin Bodi
European Patent Attorney,
Senior M&A Counsel,
Siemens AG, Munich (Germany)
Martin is the head of the IP M&A Group in the patent department of Siemens AG and active in M&A since 2011. In this function he…
Your speaker
Martin Bodi
European Patent Attorney,
Senior M&A Counsel,
Siemens AG, Munich (Germany)
Martin is the head of the IP M&A Group in the patent department of Siemens AG and active in M&A since 2011. In this function he conducts international Patent Due Diligence processes and counsels the Siemens business divisions regarding international acquisitions of smaller and larger companies and Joint Venture projects.
Barbara Reilly
Former Senior Legal Counsel, Siemens AG, Munich (Germany)
After more than 23 years of working at Siemens Legal in Munich as Senior Legal Counsel, Barbara retired in April 2023. While still at Siemens,…
Your speaker
Barbara Reilly
Former Senior Legal Counsel, Siemens AG, Munich (Germany)
After more than 23 years of working at Siemens Legal in Munich as Senior Legal Counsel, Barbara retired in April 2023. While still at Siemens, she coheaded Siemens' global Technology Practice Group with about 200 members from Siemens' legal and patent departments and was specialized in the areas of IP- und IT-law, including IP and IT issues in M&A transactions, international R&D arrangements and software topics, such as Open Source Software. She received her J.D. from Georgetown University Law Center in Washington DC. Before joining Siemens, she worked in the legal departments of Schering AG and Krone AG in Berlin.
What to Expect
- Key issues in a patent due diligence
- Process, milestones and strategies
- Evaluating a patent due diligence: due diligence reports, typical risks, how to minimise the risks
- IP provisions in acquisition contracts
- Dos and don'ts in a patent due diligence
- Best practices from the perspective of an industrial corporation
Who Should Attend
Do you work in a corporate IP/patent/legal department or as a patent attorney/attorney-at-law in private practice and need
to know how to deal with a patent due diligence?
Then this course is designed for you. Knowledge of IP law is required.
Objective of the Event
Acquisitions and divestments of businesses normally involve a patent due diligence. Those participating in a patent due diligence need to know what has to be done from the first contact to the integration of the target.
Our speakers will discuss strategies for a patent due diligence and how you can evaluate them. You will learn how a patent due diligence can be conducted efficiently as well as the IP provisions you need to pay attention to in acquisition contracts. Benefit from the experience of a leading industry corporation and take away best practice examples for conducting a patent due diligence!
Your Benefit
After the course, you will
- understand what matters when you are tasked with patent due diligence
- be able to set up due diligence reports
- know what to do and what not to do in patent due diligences
Programme
09:00-17:00 CET
- Patent validity, enforceability and scope
- Ownership of patent
- Freedom to operate; (threatened) litigation
- Excursus: (open source) software, trade secrets
- Overview: trademarks
- Data request questionnaire; Responses and data room disclosure
- IP expert session
- Contract negotiations
- Signing; closing, integration
- Asset deal vs. share deal
- Definitions
- Reps and Warranties/Disclosures
- Purpose and content of due diligence reports
- Typical patent risks and mitigation measures
- Know-how protection and non-disclosure agreements
- Disclaimers
- What is to be considered in a patent due diligence from buyer and from seller perspective
- Typical problems in a patent due diligence
- Dos and don'ts in a patent due diligence
- Patent due diligence in a major M&A project
Patent due diligence in acquisitions (incl. know-how and software)
Patent due diligence in acquisitions (incl. know-how and software)
Key issues in patent due diligence
Key issues in patent due diligence
- Patent validity, enforceability and scope
- Ownership of patent
- Freedom to operate; (threatened) litigation
- Excursus: (open source) software, trade secrets
- Overview: trademarks
Coffee break
Coffee break
Case study 1 :
Process, milestones and strategies in a patent due diligence:
from the first contact to the integration of a target
Case study 1 : Process, milestones and strategies in a patent due diligence: from the first contact to the integration of a target
- Data request questionnaire; Responses and data room disclosure
- IP expert session
- Contract negotiations
- Signing; closing, integration
IP provisions in acquisition contracts
IP provisions in acquisition contracts
- Asset deal vs. share deal
- Definitions
- Reps and Warranties/Disclosures
Case study 2:
Evaluating a patent due diligence:
from the due diligence to the decision to purchase
Case study 2: Evaluating a patent due diligence: from the due diligence to the decision to purchase
- Purpose and content of due diligence reports
- Typical patent risks and mitigation measures
- Know-how protection and non-disclosure agreements
- Disclaimers
Best practices
Best practices
- What is to be considered in a patent due diligence from buyer and from seller perspective
- Typical problems in a patent due diligence
- Dos and don'ts in a patent due diligence
- Patent due diligence in a major M&A project
Further Informations
Your agenda
09:00 to 17:00 CET
breaks from:
10:15 to 10:30 CET
12:00 to 13:00 CET
15:15 To 15:30 CET
CPD: 6.5 hours
Attendees of this event will get 6.5 CPD hours certified.
Our Partners
Customer Testimonials
What satisfied participants say
Our Recommendations
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Your Contact Person
We are happy to advise you personally and individually.
Jean-Claude Alexandre Ho, LL.M.
Deputy Department Manager
+49 6221 500-675
jc.alexandreho@forum-institut.de