Avoiding costly IP missteps: insights for high-quality due diligence searches

Managing IP is part of Legal Benchmarking Limited, 1-2 Paris Gardens, London, SE1 8ND

Copyright © Legal Benchmarking Limited and its affiliated companies 2025

Accessibility | Terms of Use | Privacy Policy | Modern Slavery Statement

Avoiding costly IP missteps: insights for high-quality due diligence searches

Sponsored by

Logo 22.07.22.png
Scale icon Hammer of Justice in the Law and Justice. Low poly sc

Peter Blasi, business development manager at CAS IP Search, explains how to set standards for an effective IP search

As chemical and life science companies seeking to monetise their IP portfolios emerge from the challenges of COVID-19, organisations continue to increase product licensing, acquisitions and partnerships.

Well-executed due diligence searches are critical for reducing risks and optimising opportunities within these high-stakes transactions. Missing critical information during a landscape, freedom-to-operate or validity search can put years of product development at risk and lead to future legal conflicts.

Effective due diligence searches are highly complex projects with multiple critical success factors. They are best performed iteratively, with many stages, reviews and refinements along the way to ensure a comprehensive view of the landscape. These searches are also highly collaborative, requiring a team of patent, business, IP and search experts to align their responsibilities and processes with clearly defined goals and objectives.

Poor communication, incomplete or inaccurate search protocols or disjointed project management can lead to missteps with disastrous business consequences.

The good news is that most missteps in due diligence can be avoided by clearly defining responsibilities and establishing collaborative processes that ensure iterative checks and balances.

“Intellectual property has always been a partnership,” said Matthew McBride, director of IP Search Services at CAS. “Everyone has a part to play, and those parts are not necessarily equal. You may have to give control to someone who has larger ownership or deeper expertise, so a lot of trust goes into this work and it's why the best team relationships are built over years.”

Read on for key strategies from CAS to skip the stress and head straight to opportunities

Click here to access CAS’s content hub on Managing IP

more from across site and SHARED ros bottom lb

More from across our site

Two partners have departed DLA Piper to join Squire Patton Boggs and Blank Rome in San Francisco and Chicago, respectively
Practitioners say a 32% rise in court fees is somewhat expected to maintain the UPC’s strong start, but some warn that SME clients could be squeezed out
Swati Sharma and Revanta Mathur at Cyril Amarchand Mangaldas explain how they overcame IP office objections to secure victory for a tyre manufacturer
Claudiu Feraru, founder of Feraru IP, discusses the benefits of a varied IP practice and why junior practitioners should learn from every case
In the ninth episode of a podcast series celebrating the tenth anniversary of IP Inclusive, we discuss IP & ME, a community focused on ethnic minority IP professionals
Firms that made strategic PTAB hires say that insider expertise is becoming more valuable in the wake of USPTO changes
Aled Richards-Jones, a litigator and qualified barrister, is the fourth partner to join the firm’s growing patent litigation team this year
An IP lawyer tasked with helping to develop Brownstein’s newly unveiled New York office is eyeing a measured approach to talent hunting
Amanda Griffiths, who will be tasked with expanding the firm’s trademark offering in New Zealand, says she hopes to offer greater flexibility to clients at her new home
News of EasyGroup failing in its trademark infringement claim against ‘Easihire’ and Amgen winning a key appeal at the UPC were also among the top talking points
Gift this article