EPIC funds initially invested in June 2018 when ipan Delegate Group was formed through the merger of Munich-based ipan and Brussels-based Delegate IP, with a vision to create a leading end-to-end tech-enabled IP management services and software player. With more than 400 employees in Europe and the U.S., and an offering comprising services for annuities and renewals, EP validations, IP foreign filing and IP recordals, as well as the three leading intellectual property management software (IPMS) solutions Unycom, IPfolio and IPSS, the newly-created ipan Delegate covered the IP management needs of both corporates and law firms along the entire IP lifecycle. After the initial transaction, the focus was on integrating the two complementary businesses and realizing the synergy potential identified by management during due diligence through a dedicated post-merger integration program, addressing operational integration, cross-selling and continued international expansion.
In January 2019, ipan Delegate Group signed an agreement to merge with CPA Global. Headquartered in Jersey, CPA Global is the leading global IP management services and software company. With its more than 3,000 employees globally, the company minimises risk and delivers actionable IP intelligence for better decision making to both corporates and IP law firms. Like ipan Delegate Group, CPA Global’s offering spans annuities and renewals, IP foreign filing and IP recordals as well as software for Intellectual Property Management (IPMS). In addition to that, CPA Global also has a strong offering in the areas of IP data and analytics as well as innovation management.
The closing of the merger in May 2019 marked the combination of two highly complementary companies sharing a common vision for the future of IP management. EPIC Funds remain fully invested as a substantial shareholder in CPA Global and are continuing to support the company in creating an integrated platform with an even further advanced and even more comprehensive offering for its clients.