A UK-based manufacturer of zero-alcohol spirits, producing private label zero-alcohol spirit ranges for major UK food and drink retailers. The company also developed and launched a portfolio of zero-alcohol spirit product brands across various drinks categories, which it sells to distributors and retailers globally.
The company owns critical IP assets which underpinned its competitive advantage, including key organizational knowledge, trade secrets and brand-related assets. We were engaged by the company to conduct an independent valuation of the IP assets in order to inform internal decision making, in advance of upcoming fundraising activities.
We valued the IP portfolio on a fair value basis. Using our Metisology® approach we identified a portfolio of IP assets, encompassing the company’s corporate and product brands, and key organisational knowledge. Our information discovery process identified that, while the company's product brands were still in their initial stages of commercialization, the company's corporate brand played a significant role in maintaining recurring B2B customer relationships. We also identified the company’s unique recipes and innovative manufacturing techniques that were critical in differentiating its products from those of competitors and underpinning its competitive advantage. We performed analysis on the alcoholic beverage industry, including the zero and low alcohol categories, to assess the key drivers of industry growth and benchmark the company’s business strategy for achieving its financial forecasts.
We conducted extensive IP discovery to ensure we fully captured the informal IP that differentiated the company’s unique product offering and delivered a reliable valuation of IP assets, which the company used to support strategic decision making in advance of fundraising activities.
IP Assets Valued: Brand-related Assets, Key Organizational Knowledge and Trade Secrets.
