Skip to Content
Session B

The Role of IP in Sell-Side Transactions

Presented By: Aon / Caldwell Intellectual Property Law

Selling a business is challenging enough, but when the deal involves intellectual property, it becomes more complicated. Join a panel of PE and VC investors, an IP attorney, and two risk management professionals for a rousing discussion on how to win in the age of the complex deal.


Geoff Pope
Senior Vice President

Geoff Pope is a Senior Vice President at Aon. He has 10+ years of experience in managing large property and casualty risk, delivering insurance solutions and industry- leading expertise in the healthcare and life science industries, including complex M&A transactions, and intellectual property. Prior to his insurance career, Geoff played 4 seasons in the NFL and has an MBA from Columbia Business School.



Keegan Caldwell
Managing Member

Dr. Keegan Caldwell is the Founder and Managing Member of Caldwell. He is an esteemed business leader with extensive and diverse experience in advising companies through the conception of innovation to 9 and 10-figure monetization events. Keegan is particularly skilled in assisting both start-ups and established entities in developing patent portfolios with multiple avenues for an ROI. He utilizes his technical expertise and entrepreneurialism to leverage IP as a business asset for M&A, licensing, and enforcement.

Keegan’s path to success has been non-traditional. He served in the US Marine Corps after high school. Following his service and before building the #1 fastest growing law firm in the US, according to Inc. magazine, Keegan enrolled in college and completed a BS and PhD in chemistry at George Washington University--a path that would later lead him to his entrepreneurial career. At GW, while investigating career options outside of academia for those with PhDs, he found an unconventional road to becoming a patent attorney without going to law school. Upon completing his PhD and passing the patent bar, he went on to work for two years at a large law firm. He then studied for and successfully passed a state bar exam. During this time, he discovered a knowledge gap in the intellectual property law industry, leading him to found his own firm focused on treating IP as an asset class to achieve business objectives.

Mark Fox
Managing Partner
Ghost Tree Partners

Mark Fox is a co-founder and Managing Partner of Ghost Tree Partners, an opportunistic private credit investment firm focusing on small/middle-market and niche borrowers. He has spent more than 20 years in the credit markets at Bain Capital Credit, Greywolf Capital and PAAMCO Prisma.


Wayne Kimmel
Managing Partner
SeventySix Capital
Joseph Rossi
AVP, Aon Intellectual Propert Solutions

Joe Rossi is an AVP at Aon Intellectual Property Solutions. He is focused on developing relationships with M&A proffessionals, Private credit firms, & innovative venture stage companies to help facilitate IP insured lending transactions

Conference Location

1201 Market Street, (guest entrance at 1200 Filbert Street)
Philadelphia, Pennsylvania 19107
Tel: (215) 625-2900