Most companies walk into a raise or a sale with prepared financials and undocumented assets. Muniment Group readies both sides of your value: the numbers investors test, and the intangible assets they should be paying for.
Every engagement is scoped up front and quoted as a fixed fee before work begins.
Structured discovery interviews decompose your product into functional verticals and surface what is hiding inside: trade secrets, patentable inventions, data assets, and brand. Every asset named, cataloged in an IP Asset Register, mapped to the categories valuation professionals credit, and paired with a protection playbook.
Before a buyer's quality-of-earnings team arrives, your numbers should already tell a clean story. We normalize the financials, prepare the adjustments narrative, organize the data room, and surface the issues diligence would otherwise find for the other side.
The combined product: assets documented, financials prepared, and a positioning narrative that puts both in front of investors or acquirers on your terms. For qualifying private-company sales, engagement may continue through the transaction itself.
Structured interviews with your technical team and leadership.
Every intangible asset identified, named, and classified.
Protected versus exposed. Ownership gaps. Risk ranking.
Packaged so a valuation firm, investor, or acquirer can credit it.
A prioritized roadmap and protocols your team can follow.
A cybersecurity company engaged our founder for IP discovery. Interviews surfaced and documented the platform's trade secrets, patentable features, and trademarks, delivered with a protection playbook. The company used that documentation with a valuation firm to support a $50MM valuation. Nothing new was invented. The assets became identified, owned, and protected, which is what made them count.
Our founder brought Nomi Health's $26.5 million acquisition of Everyone Health and Sano Surgery to closing, a transaction that expanded a direct-contracting network to nearly 6,000 medical facilities across 48 states. Transaction readiness is not theory here. It is deal-table experience.
Engineer, inventor, and Certified Merger & Acquisition Advisor. John has spent more than two decades reading technology and the deals built on it: he has taken his own medical devices from concept to prototype to patent to license, brought a $26.5M healthcare acquisition to closing, and built the IP discovery process whose documentation supported a $50MM valuation. He is also, separately, a registered U.S. patent attorney and the principal of Lexigent, LLC; legal services are engaged only through that firm, as described in the disclosures below. Muniment Group is the advisory side of that experience: one advisor who reads the technology, the ownership position, and the deal.
The first consultation is free and confidential. We will scope the right engagement and quote a fixed fee before any work begins.
Prefer to talk? (918) 856-3100
Muniment Group is not a law firm and does not provide legal services. Engaging Muniment Group does not create an attorney-client relationship, and communications with Muniment Group are not protected by attorney-client privilege.
John Behles, the principal of Muniment Group, is also the principal of Lexigent, LLC, a law firm. Where an engagement identifies work requiring legal services, such as patent or trademark filings, clients may engage Lexigent, LLC or any counsel of their choosing under a separate agreement. Any recommendation of Lexigent, LLC is a recommendation of an affiliated firm, and clients are advised of that affiliation in writing.
Muniment Group does not provide capital-raising, placement-agent, or securities-brokerage services, and does not render valuation opinions. Where engagements extend through the sale of a privately held company, services are provided in reliance on the merger and acquisition broker exemption of Section 15(b)(13) of the Securities Exchange Act and corresponding state exemptions, where their conditions are met.