THE SMARTEST WAY TO RUN A DEAL

Live / Applied — First extension granted (statement of use) (as of 18 Mar 2026)

What this means for you

Not registered yet, but its 11 Jan 2024 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
98352400
Mark type
Stylized text
Filed
11 Jan 2024
Published for opposition
10 Jun 2025
Attorney of record
Julie A. Kent

Goods and services

  • Class 035 — Advertising and business services: Providing online business information regarding terms of business merger and acquisition transactions
  • Class 036 — Insurance and financial services: Providing financial management and financial consulting services in connection with merger and acquisition transactions, namely, pre-closing solicitation, payments administration, escrow administration, representation of former shareholders of the acquired or merged company's interests in indemnification claims, purchase price adjustments, earnouts, lost shareholder services, post-sale management and wind-down of remaining entities, and escheatment; insurance brokerage in the field of transaction insurance in connection with merger and acquisition transactions; providing a private internet website portal in the field of financial management and financial consulting services related to merger and acquisition transactions, namely, a portal to allow users to access and share financial information and financial documents relating to merger and acquisition transactions; financing and loan services, namely providing administrative agents, collateral agents, successor agents, sub-agents, and escrow agents to third parties in connection with complex credit agreements; providing a private internet website portal in the field of financing and loan services, namely, a portal to allow users to access financial information and financial documents, track financial milestones and payment deadlines, and generate financial reports in connection with complex loan agreements and loan portfolios
  • Class 042 — Scientific and technological services: Providing temporary use of online non-downloadable software to allow users to access information about matters in connection with merger and acquisition transactions, namely, to view deal terms, the status of funds held in escrow, account balances, and the status of ongoing matters such as indemnification claims, price adjustments and earnouts, to sort information dynamically, and to print reports; providing online non-downloadable software for comparing terms of and analysis of merger and acquisition transactions; providing temporary use of online non-downloadable software used in connection with payments administration services to automate the payment of funds and the collection of required documents associated with the closing of a merger or acquisition transaction; providing temporary use of online, non-downloadable software for creating a virtual data room to allow users to submit, store, review, share, audit, and analyze diligence materials, financial records, and corporate documents in connection with merger and acquisition transactions; providing temporary use of online non-downloadable software in the field of loan agency services, namely, software to allow users to access information and documents, track milestones and payment deadlines, and generate financial reports in connection with complex loan agreements and loan portfolios

Owner

Prosecution history

  • 19 Mar 2026 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
  • 18 Mar 2026 — SOU EXTENSION 1 GRANTED
  • 18 Mar 2026 — SOU EXTENSION 1 FILED
  • 18 Mar 2026 — SOU TEAS EXTENSION RECEIVED
  • 07 Oct 2025 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
  • 10 Jun 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 10 Jun 2025 — PUBLISHED FOR OPPOSITION
  • 04 Jun 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 12 May 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 07 May 2025 — SUSPENSION CHECKED - TO ATTORNEY FOR ACTION
  • 06 Nov 2024 — NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
  • 06 Nov 2024 — LETTER OF SUSPENSION E-MAILED
  • 06 Nov 2024 — SUSPENSION LETTER WRITTEN
  • 06 Nov 2024 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 05 Nov 2024 — CORRESPONDENCE RECEIVED IN LAW OFFICE

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