Trinity College, Dublin

M&A Transaction & IPR Transfer

Industry & Scope :

• Security Products at field level as well as management station level (i.e. software), which were brought into the large technology group via the Irish subsidiaries of the acquisition in India.
  
• Product business in Ireland, incl. export, mainly to Europa and India and related R&D activities in India & Ireland.

Role / Function :

• Project Manager for the entire transaction.
  

Business Context :  

• The involved organizations and authorities for the transaction spread across India, Ireland and UK as the legal residence of the selling entities and Switzerland , Germany and Sweden as the legal residence of the receiving entities.

• Due to large number of different external and internal parties involved, a wide array of diverging interests had to be taken care of by applying the required sensitivity.

Actions :

• To be able to execute the transaction, the legal and financial structures as well as the shareholdings had to be adapted in a first step.
  
• As a base for the different sub-transactions, business plans had been prepared. Subsequently, the related valuations and fairness opinions were arranged.
• In order to minimize the potential risks from different perspectives, various options
  for the implementation were designed and a balanced solution was negotiated with all stakeholders.
  

• Transfer of the ownership of related companies , as well as  concentration and transfer
  of the different Intellectual Property Rights to the designated future owners.

Outcome :

• Transaction completed successfully, incl. approval by all public authorities involved and serving the interests of the different parties adequately.