Specialized valuation Pellegrino & Associates is a boutique valuation firm with a focus on software and intellectual property valuations including patents, copyrights, trademarks, and trade secrets, presenting opportunities to cross-sell advanced valuation services to tech-driven clients and IP-heavy portfolios.

Growth and reach With a national reputation and clients ranging from small private entities to Fortune 500 companies, there is potential to target mid-market tech firms and publicly traded companies seeking credible valuations for investment, tax reporting, capital budgeting, and capital raising.

Tech-enabled offering The firm’s tech stack and emphasis on precise, credible valuations suggest opportunities to partner with technology-driven clients needing robust valuation methodologies, integration support, or scalable processes for ongoing IP asset management.

Geographic expansion Operating from Indianapolis and San Jose, the firm could leverage coasts coverage to pursue national deals, expand services for software and IP valuations in growing markets, and attract clients with multi-state tax and regulatory considerations.

Revenue focus Reported revenue in the $10M–$25M range indicates capacity for larger, higher-margin engagements; sales motions can target cross-sell into existing client bases and pursue larger IP valuation projects tied to financing rounds or M&A activity.