Metis Fund Advisory Service (MFAS)
MFAS delivers IP risk management advice to lenders and credit funds, including portfolio company-specific, recommendations, designed to improve both lender security and IP collateral recoveries in downside scenarios.
What MFAS includes
MFAS includes advice and recommendations on:
- IP-focused covenants;
- IP asset monitoring to identify factors that could strengthen or even undermine IP collateral;
- Securing registered and unregistered IP assets; and
- IP protection advice for the borrower, designed to improve the value of IP as collateral for the lender.
MFAS Pedigree
The MFAS offering is backed by the experience and reputation of Metis Partners, who since 2003 has been:
- working with companies, advisers, intermediaries, investors and lenders;
- delivering IP-diligence led, upside IP valuations for M&A and Fundraising;
- delivering commercially realistic downside IP valuations for Restructuring & Bankruptcy professionals and for Lenders;
- building a proprietary database of actual IP sales providing real downside IP valuation market benchmarks; and
- scoring hundreds of IP-rich companies using its proprietary IP100 IPSCORETM, which has created additional IP benchmarks and IP trends and insights.
Metis Partners also provides due diligence advisory services and valuation services to private equity and venture lenders.
Current Advisors to MFAS
Stephen Robertson, IP Valuation Expert
“Lending based on numbers rather than IP diligence puts a lender at significant risk – it’s not just the revenue that the IP underpins, it’s how the IP is utilized, protected and managed within the business, that impacts transferability and therefore value recovery.”
Stephen has over 20 years of domain experience in the IP ecosystem as an IP valuation expert on M&A and downside valuations, and has been acknowledged as one of the “World’s 300 Leading IP Strategists” by IAM Magazine for over 10 years
Stephen has been a Panelist at ALFI Global Asset Management Conference 2024, presenting on IP Advisory Services for Credit Funds and Lenders, and contributed to European initiatives focused on national policy change, specifically IP-related finance, and IP recognition among SMEs, which has positioned him as a thought-leader on IP as collateral when it comes to asset-based lending.
His experience and expertise in IP and IP-related finance allows him to provide lenders guidance on IP-focused covenants, and recommendations on IP asset monitoring and securing registered IP assets as collateral.
Rod Davidson, Senior Fixed Income Investment Professional
“I have been particularly interested in the work that Metis and latterly MFAS is carrying out in lending and credit markets focused on IP Valuation and assessing IP collateral and I look forward to working with the Metis Team and the clients over the coming years.”
Rod has 35 years of experience as a Senior Global Fixed Income Investment Management Professional at Aberdeen, SWIP and Alliance Trust, which has positioned him exceptionally well to serve as an advisor on MFAS projects. His deep understanding of global credit and investment markets, including risk management, portfolio construction, and performance analysis, allows him to lean into and add value to asset-based lending products and portfolios.
Throughout his career, Rod has led innovation projects, identified and implemented novel investment approaches and strategies to enhance returns and manage risk effectively for clients.
His experience and expertise in strategy development allows him to analyse market trends, identify opportunities, and contribute to MFAS’ long-term growth objectives.
