Established in 2003, Ocean Tomo, LLC provides Financial Expert, Management Consulting, and Advisory services related to intellectual property (IP) and other intangible assets; corporate accounting investigations; regulatory and reporting obligations; solvency and restructuring; and contractual or competition disputes.

Practice offerings address economic damage calculations and testimony; accounting investigations and financial forensics; technology and intangible asset valuation; strategy and risk management consulting; mergers and acquisitions; debt and equity private placement; and IP brokerage.

Intangible assets comprise 90 percent of business value but are also subject to significant impairment due to enterprise and regulatory compliance risk.  Ocean Tomo assists clients – corporations, law firms, governments, and institutional investors – in realizing Intellectual Capital Equity® value broadly defined.

Ocean Tomo is a part of J.S. Held, a global consulting firm that provides specialized technical, scientific, financial, and advisory services.

Consulting

Intellectual Property

Ocean Tomo

Ocean Tomo's headquarters in Chicago, IL, United States

James E. Malackowski

David Kennedy

Brian Napper

Cate Elsten

Michael Milani

Joel Lutzker

The Management and Director Team at Ocean Tomo oversees the strategic direction and operational execution of the company's diverse service offerings related to intellectual property and intangible assets. This team ensures high-level client relationships and service delivery, providing expertise in economic damage calculations, financial forensics, and technology valuation. They are responsible for guiding the company in its mission to help clients unlock the value of their Intellectual Capital Equity® while managing compliance and regulatory risks.

Management and Director Team

The Ocean Tomo Analysts team conducts detailed financial analyses, valuations of technology and intangible assets, and supports IP-related litigation through economic damage calculations and expert testimony. They assist in mergers and acquisitions, accounting investigations, and provide strategic consulting to optimize and protect client intellectual capital. The team offers specialized insights across advisory services, financial forensics, and investment banking, aiming to support corporations, law firms, governments, and institutional investors in maximizing their Intellectual Capital Equity® value.

Analysts

The Leadership Team at Ocean Tomo is responsible for steering the company's strategic direction, overseeing key financial and operational decisions, ensuring the delivery of high-caliber expert services, and fostering growth in their core areas of intellectual property valuation and management consulting. This team orchestrates complex engagements, manages high-stakes client relationships, and aligns the firm's vision with its parent company, J.S. Held, to maintain and expand market leadership in the IP and intangible asset advisory space.

Leadership Team

The Management Team at Ocean Tomo oversees and coordinates the firm's various service offerings, ensuring alignment with strategic objectives and client needs. This includes driving business development, managing client relationships, and providing guidance on IP disputes, economic damage calculations, accounting investigations, and asset valuations. They play a pivotal role in navigating complex regulatory environments and mitigating risks associated with intangible assets to optimize client value.

Ocean Tomo

Org chart

Teams

Management and Director Team

Analysts

Leadership Team

Management Team

Offices

Ocean Tomo

Org chart

Teams

Management and Director Team

Analysts

Leadership Team

Management Team

Offices

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