Meet the Team…

We’re a friendly bunch, so have a read below and learn a little bit more about us and what makes us tick!

Staff in our UK office:

Iain Baird

Iain Baird (Head of Finance and Operations) 

Iain is the Head of Finance and Operations at Metis Partners. He is a Chartered Accountant with an MBA qualification and a BA degree in Finance, Economics and Law. Iain trained with Ernst and Young, becoming an audit manager with secondments to corporate recovery and insolvency departments. He then joined the Corporate Finance Team at Bank of Scotland before moving into industry. He has held Financial Director/Commercial Director roles with Cruise Clothing, USC, Fashion Rocks, Faith Footwear and 2Pure to name a few and was part of the MBO team to acquire Cruise from its founder. He also saw Cruise and Faith Footwear through various restructuring processes. Iain therefore brings a wealth of diverse commercial experience and professionalism to Metis Partners.

Teams: Finance 

Saj Ali

Saj Ali (Senior Manager, IP Valuation) 

Saj has responsibility for managing valuation clients, delivering valuation reports and ensuring that all related corporate analysis and information discovery is performed in accordance with the Metis Partners’ valuation methodology. He undertakes much of the technical work behind IP asset valuations, including the necessary research which underpins our analysis, and has been involved in a number of previous valuation assignments including many pension led IP funding valuations. He also has a keen interest in business and financial markets, and has an eye for detail when it comes to innovation and design in technology.

Teams: AdvisoryValuation

Ruby Chan

Ruby Chan (Senior Manager, IP Advisory & Corporate Recovery & Restructuring) 

Ruby is responsible for managing Metis Partners’ Advisory services. Ruby specialises in IP audit, commercial IP due diligence, IP commercialisation, and IP strategy. She is experienced in the analysis of IP portfolios including IP rights, licences, technology, trade secrets, to identify strengths and commercial risks in the portfolio, as well as advising clients on IP protection and strategy. Ruby holds an MA in Philosophy from Glasgow University and an MSc. in Business and Management from Strathclyde Business School. An avid gamer in her spare time, Ruby enjoys keeping up with the latest trends in technology and fashion.

Teams: Brokerage, Advisory, Corporate Recovery

Hannah Roussel

Hannah Roussel (Marketing Manager) 

Hannah, Metis Partners’ Marketing Manager is responsible for the planning, developing and implementation of the marketing strategy at Metis Partners. Her main focus is on raising awareness of the services offered including Advisory, Valuation, Brokerage and Corporate Recovery departments, organising events, strengthening the brand and further developing client relationships. Hannah joined the team following several years running and marketing her own business. Her interests include design, vintage fashion and Taekwon-do.

Teams: Marketing, IP100

Samantha Main

Samantha Main (Marketing Assistant)

Samantha’s role is to assist with marketing activities for both Metis Partners and IP100. She is interested in keeping fit, travel and plays the piano.

Teams: Marketing, IP100

Andrew Smith

Andrew Smith (Analyst) 

Andrew’s role within Metis Partners is an IP Analyst for the Corporate Recovery and Restructuring team. His main responsibilities include carrying out research for clients to identify IP assets; drafting client proposals and reports; liaising with clients & IP asset purchasers and Andrew also assists in marketing and business development activities. Before joining Metis Partners, Andrew worked in corporate banking. Andrew is particularly interested in innovation in business, and his interest in intellectual property first sparked whilst studying his Business with Management degree at Glasgow Caledonian University. In his free time, he enjoys creative activities such as drawing and cooking.
Team: Corporate Recovery

Jorge Orendain

Jorge Orendain (Analyst) 

Jorge is a Business Analyst in the Corporate Recovery & Restructuring team with responsibilities that include completing companies’ research for IP assets identification; drafting IP sales documentation and valuation and facilitating negotiations with clients and IP assets buyers. Jorge joined the Metis team with experience in the strategy development areas, including Global Commodity Purchasing for Ford Motor Company and Financial Support Center in Geodis Supply Chain. Jorge holds a BA in Industrial Engineering and Systems from Tecnologico de Monterrey, Campus Estado de Mexico and currently studying a MSc in Environment and Sustainable Development at University of Glasgow. In his free time, Jorge enjoys traveling and going to live music concerts.
Team: Corporate Recovery

Emre Turan

Emre Turan (Analyst) 

As an IP Analyst across the Advisory and the Corporate Recovery and Restructuring teams, Emre is responsible for assisting companies in identifying their IP assets, along with recommending improvements that can be made to their IP strategy. In addition to this, Emre assists in selling intellectual property assets for companies that have fallen into financial distress. Emre joined Metis after graduating with an LLB Honours degree in Law from the University of Glasgow, where he studied Intellectual Property law. He enjoys watching most sports, especially football, and eating out.

Teams: Advisory Corporate Recovery

Miguel Benitez

Miguel Benitez (Analyst) 

Miguel specialises in the valuation of IP assets for a range of assignments such as M&A and other investment-led transactions. His responsibilities include conducting research and financial analysis as well as maintaining valuation models. Miguel has international experience working under different accounting standards, including US GAAP at IBM and Luxembourg GAAP in Luxembourg’s alternative investment funds industry. Miguel holds an MSc with Distinction in International Accounting and Finance from Strathclyde Business School, UK, and a BSc in Accounting and Finance studied at both Universitat Jaume I, Spain, and Aston Business School, UK. In addition, he is currently studying towards the Chartered Financial Analyst (CFA) designation. Some of Miguel’s motivations are technology, trail running and football.

Team: Valuation 

David Holburn

David Holborn (Analyst) 

Having completed his undergraduate degree at the University of Glasgow, David recently graduated from his Masters in International Banking, Finance and Risk Management.  As a member of Metis’ Valuation team, David engages with clients to assist in the identification and valuation of their intellectual property. His responsibilities include conducting relevant market research and determining suitable royalty rates in order to facilitate the valuation. In his free-time David plays amateur football and enjoys attending live music concerts.

Team: Valuation 

Our Junior Analysts include:

Matthew Robertson

Fergus Horne

Ryan Diamond

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Staff in our US office:

 

Stephen Robertson

Stephen Robertson (Director) 

Acknowledged as one of the “World’s 300 Leading IP Strategists” by IAM Magazine, Stephen founded Metis Partners in 2003 to assist businesses with the maximisation of value from their IP assets. He has advised a range of enterprises including FTSE quoted companies, SMEs, global banks, insolvency practitioners and public sector organisations across Europe and the United States. Stephen’s experience includes monetising IP assets, providing IP due diligence, delivering IP strategies, IP asset brokerage and IP asset valuation. He also provides expertise with IP commercialisation, using IP assets as security to restructure debt and IP infringement and invalidity. Stephen has 20 years’ experience in corporate finance and has worked in banking, business angel investment and the plc sectors. Stephen graduated with a degree in law before qualifying as a Chartered Accountant with Deloitte and Touche. He is currently Chairman of the Licensing Executives Society for Scotland and is a member of the LES Council for Britain and Ireland. He is also a frustrated diva having appeared on Pop Idol USA!

Teams: Advisory, Valuation, Due Diligence, IP100

Luisa Robertson

Luisa Robertson (Head of IP Policy) 

Luisa is responsible for developing and implementing IP policy/strategy at Metis Partners. Her role includes developing Metis Partners processes and services impacted by changing regulations (e.g. SIP 16 and FRS 102); monitoring Metis Partners participation in IP development both in the UK and overseas (eg UK IPO and WIPO and European Commission Report on IP valuation); and implementing relevant recommendations from relevant IP-reports and working parties.
Luisa qualified as a Chartered Accountant with Deloitte & Touche in 1994 and then worked for the Institute of Chartered Accountants of Scotland for 7 years as Director of Student Education, before becoming a freelance consultant. She relies on her technical accounting and reporting background to oversee our valuation services and provide technical assistance in the analysis of the performance and financial position of companies.
She has lectured and examined extensively for a number of professional accountancy bodies in the area of financial reporting and authored a study text on Financial Management.

Teams: AdvisoryValuation

 

Paul Kallmes

Paul Kallmes (Director, Metis Partners Inc.) 

Based on the west coast of the USA, Paul brings a wide array of skills and experience to the IP management field. He has built and managed patent portfolios in a number of old-school manufacturing industries (including paper & textiles). Paul has also worked with a range of organisations including consulting firms (KPMG & IPValue), high-tech R&D labs (Rockwell Scientific) and IP marketplace start-ups (yet2.com). He previously managed the patent portfolio of Nasdaq-listed Color Kinetics and enjoyed considerable success in turning the company’s licensing practice into a profitable and industry-friendly activity. Following his work at Color Kinetics, he became the IP Strategist at the Lighting Science Group. In recent years he has been an independent consultant to the LED industry, advising on the development of patent portfolios and products (including control chips, power supplies, light drivers and complete fixtures such as LED streetlights and therapeutic LED light fixtures). For Paul, effective IP asset management starts at the beginning of a company’s lifespan and should be applied continuously throughout in order to maximise its value at any given time.