Pellegrino & Associates, LLC is a boutique valuation company with a specialty in software and intellectual property valuations that include patents, copyrights, trademarks, and trade secrets. Formed in 2003, P&A focuses on building credible valuations for companies for a variety of purposes. P&A has been honored to work with small and large private and publicly traded companies across the globe. P&A is proud to include the likes of corporate leaders such as IBM, Sony, American Express, Lockheed Martin, Duke Energy, Liberty Mutual Insurance, Rolls-Royce North America, Ascension Healthcare, and General Electric among its clients, as well as promising revolutionary startups. P&A has valued intellectual properties as diverse as orphan drugs and medical devices to the publicity rights for the gunslinger John Dillinger. P&A has found that the company’s work stands on its own under scrutiny, both with the IRS and in litigation.
P&A’s team consists of engineers with finance experience, each holding undergraduate or graduate science degrees, as well as MBAs. Thus, P&A understands both the technical complexities of the assets P&A reviews, as well as the tax and finance implications. P&A has generated a national reputation as a software and intellectual property appraisal firm, and nationally respected outlets such as Valuation Strategies, The Journal of Taxation, CFO Magazine, Business Valuation Resources, Entrepreneur.com, MSNBC.com, FoxNews.com, various state bars, and others have carried, quoted, or published P&A’s material.
Pellegrino & Associates formed in 2003 as a premiere software valuation company based in Fort Wayne, Indiana. It specialized in embedded software valuations for personal property tax reporting purposes. As company president Mike Pellegrino was forming the company, the Indiana Tax Court issued a ruling barring taxpayers from using estimates or opinion to establish the value for embedded application software for personal property tax reporting. As a result, he set out to change the law to allow for the independent valuation of embedded application software. He spent two years working with the legislature to change the law.
Just one year after its initial start, the company quickly evolved into a technology and intellectual property valuation firm. In 2004, the company relocated to Indianapolis, Indiana to expand the business by being more accessible to our growing international clients. As the company continued to grow, the need for another office arose. As a result, we opened an office in San Jose, California in 2011. Our client reach is both domestic and international, with a third of our clients outside the United States. We have served startups, Fortune 100 companies, law firms, estates, and others.
Since 2004, Pellegrino & Associates has completed more than 400 engagements for more than 300 clients in a wide range of industries. These engagements involve valuing various assets including patents, copyrights, trademarks, brands, trade secrets, businesses, and human capital, to name a few. Clients have used our valuations for internal capital budgeting and planning purposes, for property tax reporting purposes, for raising investment capital, and for economic feasibility analysis. We have helped 76% of our clients raise more than a quarter of a billion dollars.
Since our beginning, Pellegrino & Associates has built a strong reputation in the IP valuation industry, with event organizers inviting the firm to write and speak at dozens of forums throughout the years. Our company president has written a first and second edition book on IP valuation, BVR’s Guide to Valuing Intellectual Property, selling more than 700 to industry professionals, law firms, and others. We continue to set standards, provide credible and defensible valuations, and remain a thought leader in the industry.
We are a team of dedicated and experienced professionals, ready to do what ever it takes to make your business grow.
Executive Advisory Board
Pellegrino & Associates is honored to have a strategic advisory board that includes top-notch business professionals. The board meets quarterly with firm executives to help with strategic guidance of Pellegrino & Associates’ various service and product initiatives.
Pellegrino & Associates, LLC
10333 N. Meridian St, Suite 150
Carmel, IN 46290
2570 N. First St, 2nd Floor
San Jose, CA 95131