Create & Trade High Value IP

Build & Optimize Impactful Businesses

Helping Technology, Healthcare, Software, & Service companies as their trusted strategic advisor, business incubation partner, and transaction broker since 2002

our servicesour people

Create & Trade High Value IP Build & Optimize Impactful Businesses

Helping Technology, Healthcare, Software, & Service companies as their trusted strategic advisor, business incubation partner, and transaction broker since 2002
our servicesour people

MAKING CLIENTS SUCCESSFUL SINCE 2002 THROUGH

Boutique Incubation, Transaction, & Strategic Advisory Services

Mobity LLC, a Silicon-Valley boutique, provides high touch business incubation, IP transaction, and strategic advisory services to Technology, Healthcare, Software, and Service companies. 150+ Fortune-Global and Small-Midsize businesses worldwide have relied on us to fulfill their strategic, technology, and financial needs. Our proven approach draws from our decades of technology, investment banking, transaction advisory, management consulting, and business incubation experience and delivers optimal results. As your trusted advisor and transaction broker we are here to make you successful.

Tech & Business Incubation

We mentor and help purpose-driven entrepreneurs to incubate, commercialize, and monetize impactful innovations.

Patent & Business Transactions

We broker Patent and Business Sales, Acquisition, and Joint Venture transactions that deliver premium outcomes.

Strategic Advisory & Consulting

We counsel senior executives on how to build, scale, operate, optimize and acquire or exit high value enterprises.

Who We Serve

We put skin in the game and serve purpose-driven business owners, entrepreneurs, operators, executives, and their ROI-driven investors. We help them in hands-on (cofounder, acting executive, retained broker / banker) or advisory (board member or strategy consultant) roles to create, commercialize, and trade high-value IP (intellectual property) and to incubate, scale, optimize, operate, and exit impactful ventures.

We have earned a deep domain experience and cultivated a rich relationship network by helping create, build, and sell IP and businesses across a broad range of industries. Our diverse clientele spans from Fortune-10 to pre-revenue, ranges from semiconductor chips to potato chips, and includes for-profit, non-profit, academic, research, military, and government institutions. Although we have a hands-on experience in many verticals, our core industry focus is on Technology, Healthcare, Software, and Service companies.

Industries We Serve

Technology Products

We have helped tens of mega cap, large cap, mid cap, private, and pre-revenue technology companies to develop and commercialize a broad range of disruptive technologies, products, and business models.

We have also integrated their supply and demand chains, planned and improved their sales and operations processes, and developed their channel partners and strategic alliances.

In addition, we have helped Tech CEO’s & CFO’s to monetize their intangible IP assets.

Internet & Enterprise Software

We have cofounded and helped build 10+ venture funded Internet and Enterprise software (incl. SaaS/XaaS) businesses.

We possess deep business and technical expertise in leading edge applications of AI/ML, BI, Blockchain, Cloud, CRM, DRM, Edtech, Fintech, Health, HRTech, Internet, Industry 4.0, IoT, Medical, Mobile, Streaming Media, Telecom, VR, & Wireless.

We have also helped mega/large cap software firms fulfill their market, partner, and product development needs.

Healthcare, Medical Device, & Life Sciences

We have advised CxO’s/xVP’s of large provider, payor, and pharma companies on their digital and value-based care initiatives.

We have also counselled tens of physician owners/administrators of ambulatory procedures, multi specialty, concierge care, & cash pay medical groups on a broad range of patient & physician engagement, value based care, and practice management issues.

We have nurtured 10+ health startups from idea to revenue and successfully negotiated four acquisition exits.

Professional, Business, & IT Services

We have built, led, scaled, and managed P&L and staff of a Big-4 and five boutique professional service practices.

We have counselled the owners, CxO’s, and xVP’s of private and public IT/BPO service companies on solution marketing, strategic selling, go to market and channel partner strategy, customer loyalty, and global delivery (optimal sourcing and shoring).

We have also assisted services industry clients in M&A, JV, IPO, and private equity/convertible debt capital raises.

How We Serve

We work with our clients from strategy through execution and get the deal done. Our values dictate, and our boutique structure enables, us to be selective on who we work with and how many clients we commit to concurrently. We do not employ a large army as a deliberate strategy. We measure success by your, not our, headcount and top line growth. With no pressure to bill the bench or to fit square peg employees in round hole projects, we can serve our clients with utmost integrity as a solutions broker and orchestrator. We fulfill your needs by globally sourcing and managing a best of breed team, handpicked by us or specified by you, that is located optimally and best suited for each engagement.

We feel most fulfilled when actively mentoring purpose-driven (often first-time) entrepreneurs, when investing our knowledge, relationship, and sometimes seed capital to build impactful businesses, and when closing premium-outcome deals or lucrative liquidity events to our clients.

Our Select Clients

Mobity executives have successfully delivered 200+ strategic advisory engagements to and closed 100+ sell-side as well as buy-side patent, M&A, joint venture, and strategic alliance transactions with 150+ Fortune-Global and Small-Midsize organizations worldwide. In addition, we have also helped build tens of products, technologies, and businesses for early stage as well as established enterprises.

Sellside/Buyside IP & Corporate Transactions

Mobity’s leaders have successfully brokered and executed 100+ M&A, Capital Raise, Patent Sales, Patent Acquisitions, IP Licensing, Divestiture, Corporate Cleanup and other transactions at Mobity (including Mobity portfolio companies) and at their prior firms.

They have also helped tens of Fortune Global and Small Midsize companies structure and cultivate 200+ strategic alliances and channel partnerships.

Our Leadership

We are successful serial entrepreneurs, influential investment bankers, proven business operators, ex-Big4 consultants, technologists, and investors with patents.

We have learned how to scale by working with the biggest, how to grow by working with the fastest, and how to innovate by working with the boldest.

We have successfully brokered 100+ high value sell-side and buy-side IP/Patent, M&A, Joint Venture, and Strategic Alliance transactions and have cofounded or nurtured 15+ VC-funded startups with four acquisition exits.

Pallavi Shah

Managing Director of Transactions

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Praveen Shah

Founder & Managing Director, Advisory

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Dr. Lacy Kolo

Senior Transactions Advisor

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Dr. Brian Kolo

Senior Technical Advisor

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Kim Kaaz

Head of IP Strategy

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448 Kent Drive, Suite 101, Mountain View, CA 94043, United States

DISCLAIMERS OF LIABILITY: The material and information contained on this website is for general information purposes only. Although we have made every attempt to ensure that it is up to date and correct, we make no representations or warranties of any kind, express or implied, about its completeness, accuracy, reliability, or suitability for any purpose. Mobity is not responsible for any errors, omissions, or for results obtained from the use of this information. The company logos, deal tombstones, and success stories shown depict select engagement experience of Mobity Principals and include their work at Mobity, at Mobity portfolio/client companies, and their prior firms. All marks are the property of their respective owners, are used for information purposes only, and do not suggest or imply any endorsement. In corporate name change, mergers, acquisitions, divestitures, and other situations depicted logo may reflect the current successor entity. Past performance does not guarantee future results. Therefore, you should not rely upon the material or information on our websites as a basis for making any business, legal, or other decisions. Any reliance you place on such material is strictly at your own risk.

448 Kent Drive, Suite 101, Mountain View, CA 94043, United States

DISCLAIMERS OF LIABILITY: The material and information contained on this website is for general information purposes only. Although we have made every attempt to ensure that it is up to date and correct, we make no representations or warranties of any kind, express or implied, about its completeness, accuracy, reliability, or suitability for any purpose. Mobity is not responsible for any errors, omissions, or for results obtained from the use of this information. The company logos, deal tombstones, and success stories shown depict select engagement experience of Mobity Principals and include their work at Mobity, at Mobity portfolio/client companies, and their prior firms. All marks are the property of their respective owners, are used for information purposes only, and do not suggest or imply any endorsement. In corporate name change, mergers, acquisitions, divestitures, and other situations depicted logo may reflect the current successor entity. Past performance does not guarantee future results. Therefore, you should not rely upon the material or information on our websites as a basis for making any business, legal, or other decisions. Any reliance you place on such material is strictly at your own risk.