Joseph A. Agiato
Mr. Agiato is the Founder of Newlight Capital, LLC. Prior to Newlight, Mr. Agiato was a Managing Director of Licent Capital, a specialty finance company focused on securitizing royalty streams from patented technology. Mr. Agiato also has served as the National Practice Leader for KPMG’s Intellectual Asset Management Practice, and has helped develop the standard for intellectual property assessments used by most major organizations. He has collaborated with Deloitte & Touche to establish “best practices” in their development of an Intellectual Asset Management Practice and has served as the National Practice Leader for two international consulting firms. Mr. Agiato has authored books and articles on the topics of intellectual property valuations, commercialization strategies for technologies, and running and managing an intellectual property practice.
He has also been involved in over 2,000 intellectual property valuations, numerous licensing negotiations, and has helped companies negotiate strategic alliance agreements. Mr. Agiato is a member of the American Institute of CPA’s and has served on their Business Valuation Committee and Litigations Services Committee; he was the only non-lawyer on the Board of Directors of the National Patent Board and; has chaired the Valuation committee for the Licensing Executive Society. Mr. Agiato holds a B.S. in Accounting, a B.S. in Economics, a M.S. in Valuations,MBA with a concentration in finance . He is an Accredited Senior Appraiser, Certified Business Appraiser, Certified Public Accountant and Fellow of the Institute of Business Appraisers.
Ms. Silverman has a JD degree. She is a member of the National Association of Certified Valuators and Analysts (NACVA) and she holds the professional designation of Certified Valuation Analyst (CVA). She is also a member of the International Society of Business Analysts (holding the professional designation of Senior Business Analyst (SBA)); and the National Equipment & Business Brokers Institute (holding the designation Certified Machinery & Equipment Appraiser (CMEA)).
Ms. Silverman has prepared hundreds of complex business valuations on companies in every industry. She works with startup, growth and mature, well-established privately held companies. The valuations vary from investment purposes, such as sale of a business, partner buyout; to tax related purposes, such as a company structure conversion, potential capital gains tax, estate and gift tax compliance, IRC §409A compliance, purchase price allocations; to litigation support purposes, such as a shareholder dispute, bankruptcy, lost profits determination or intellectual properties. She regularly works with companies helping them prepare for sale of their business, performing due diligence, performing financial and operational assessments, strategic and business planning, developing cash flow projections, feasibility studies and analysis, SWOT assessments, business development strategies and implementation, analysis of potential acquisitions, and assisting clients with financing needs.
Previously, Ms. Silverman worked for and consulted with large and medium companies such as Sonare Technologies, a division of Herman Miller, Peregrine Systems and 3E Company. She was responsible for negotiating with strategic partners and assisting them with sales, marketing, training and operations to sell the Company’s products and services. She focused on vertical markets including retail, utilities, transportation, healthcare and manufacturing. Ms. Silverman was also involved with multiple acquisitions and participated in the due diligence, negotiations, acquisition announcements and integration plans and implementation of the acquired companies.
Ms. Silverman has a BA degree from Indiana University and a JD Degree from Nova Southeastern Shepard Broad Law Center
Dr. Sam Khoury:
Dr. Khoury worked as the Senior Intangible Asset Manager of The Dow Chemical Company. He has over 25 years of intellectual property commercialization and valuation experience. In addition to the valuation of patents, trade secrets, trademarks and know-how, he developed training courses on technology assessment and valuation and has been retained as an expert witness to calculate damages from patent infringements.
Dr. Khoury’s experience extends to the development of IP strategies and consulting on monetization and commercialization of various forms of IP. Dr. Khoury also helps organizations leverage intellectual properties to maximize the financial benefits to businesses. Dr. Khoury applied his expertise in IAM to develop strategies for R&D projects, prioritize licensing opportunities and build a strong patent portfolio to support business opportunities. Well connected within the Fortune 1000 has brought many technologies from his clients to his colleagues in the Fortune 1000 companies and established good practices in negotiating fair licensing deals.
Dr. Khoury received his Ph.D. in chemistry from the University of Wisconsin in Milwaukee and his MBA in finance from Worcester Polytechnic Institute. He has also served as a trustee of the Licensing Executive Society (LES) for three years and chaired the “Valuation and Taxation” Committee for three years.
Jaime Siegel has extensive background and experience in the business of intellectual property, and provides guidance and advice regarding complex intellectual property matters to intellectual property owners and investors, including program planning, monetization strategies, defensive strategies, valuations, portfolio sourcing, deal matchmaking and intellectual property transactional matters. Prior to starting Cerebral Assets, LLC, Jaime was the Executive Vice President of Licensing at Acacia Research Group, LLC, (NASDAQ: ACTG) a public non-practicing entity, where he led the staff responsible for generating the revenue stream for the company. Prior to joining Acacia, Jaime spent 15+ years at Sony Corporation of America, concluding as Vice President and Senior IP Counsel. While at Sony, Jaime was a key player in the development of Sony’s global intellectual property strategy, including acquisitions, licensing and litigation. Jaime began his career as a patent litigation attorney at the renowned New York law firms of Fish & Neave and Kenyon & Kenyon. Jaime is a National Trustee of the Rock & Roll Hall of Fame and Museum in Cleveland, Ohio