MERGER IQ Trademark

Trademark Overview


On Monday, November 22, 2021, a trademark application was filed for MERGER IQ with the United States Patent and Trademark Office. The USPTO has given the MERGER IQ trademark a serial number of 97137796. The federal status of this trademark filing is REGISTERED as of Tuesday, June 20, 2023. This trademark is owned by Bottomline Technologies, Inc.. The MERGER IQ trademark is filed in the Advertising, Business and Retail Services, Insurance & Financial Services, and Computer & Software Services & Scientific Services categories with the following description:

Banking services; Financial consulting and advice; Financial analysis and consultation; Financial portfolio analysis services; Investment management; Financial due diligence; Financial risk management consultation; Business brokerage services and related consulting pertaining to business sales, mergers, acquisitions, and business valuations; Strategic corporate financial advisory services; all of the foregoing in the field of customer relationship management (CRM)

Business consulting services; Business consulting services in the fields of customer relationship management (CRM), customer support, customer training, customer engagement, customer conversion, and customer migration; Business consulting services in the field of mergers and acquisitions; Business data analysis in the nature of business performance data analytics services to third parties; Consumer strategy business consulting in the fields of banking and product design, particularly specializing in customer behavior and support; Outsource service provider in the field of business analytics; Business information services in the field of mergers and acquisitions; all of the foregoing in the field of customer relationship management (CRM)

Software as a Service (SaaS) services featuring software for electronic banking; Software as a Service (SaaS) services featuring software for fraud management, identity theft protection, user behavior monitoring, and anti-money laundering management; Software as a Service (SaaS) services featuring software for creating electronic forms, electronic signature processing, financial messaging, financial account reconciliation, and reporting, financial accounting and account opening, financial data aggregation, collections services; Software as a Service (SaaS) services featuring software for use in customer relationship management (CRM), customer support, customer training, customer engagement, customer conversion, customer migration and related performance analytics; Software as a Service (SaaS) services featuring software for workflow management and business process automation; Software as a Service (SaaS) services featuring software for interfacing and facilitating communication between...
merger iq

General Information


Serial Number97137796
Word MarkMERGER IQ
Filing DateMonday, November 22, 2021
Status700 - REGISTERED
Status DateTuesday, June 20, 2023
Registration Number7088308
Registration DateTuesday, June 20, 2023
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, October 11, 2022

Trademark Statements


Goods and ServicesBanking services; Financial consulting and advice; Financial analysis and consultation; Financial portfolio analysis services; Investment management; Financial due diligence; Financial risk management consultation; Business brokerage services and related consulting pertaining to business sales, mergers, acquisitions, and business valuations; Strategic corporate financial advisory services; all of the foregoing in the field of customer relationship management (CRM)
Goods and ServicesBusiness consulting services; Business consulting services in the fields of customer relationship management (CRM), customer support, customer training, customer engagement, customer conversion, and customer migration; Business consulting services in the field of mergers and acquisitions; Business data analysis in the nature of business performance data analytics services to third parties; Consumer strategy business consulting in the fields of banking and product design, particularly specializing in customer behavior and support; Outsource service provider in the field of business analytics; Business information services in the field of mergers and acquisitions; all of the foregoing in the field of customer relationship management (CRM)
Disclaimer with Predetermined Text"MERGER"
Goods and ServicesSoftware as a Service (SaaS) services featuring software for electronic banking; Software as a Service (SaaS) services featuring software for fraud management, identity theft protection, user behavior monitoring, and anti-money laundering management; Software as a Service (SaaS) services featuring software for creating electronic forms, electronic signature processing, financial messaging, financial account reconciliation, and reporting, financial accounting and account opening, financial data aggregation, collections services; Software as a Service (SaaS) services featuring software for use in customer relationship management (CRM), customer support, customer training, customer engagement, customer conversion, customer migration and related performance analytics; Software as a Service (SaaS) services featuring software for workflow management and business process automation; Software as a Service (SaaS) services featuring software for interfacing and facilitating communication between applications; Electronic monitoring of banking activity to detect fraud via the internet; all of the foregoing in the field of customer relationship management (CRM)

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, November 29, 2021
Primary Code035
First Use Anywhere DateWednesday, May 18, 2022
First Use In Commerce DateWednesday, May 18, 2022

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, November 29, 2021
Primary Code036
First Use Anywhere DateWednesday, May 18, 2022
First Use In Commerce DateWednesday, May 18, 2022

International Class042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software.
US Class Codes100, 101
Class Status Code6 - Active
Class Status DateMonday, November 29, 2021
Primary Code042
First Use Anywhere DateWednesday, May 18, 2022
First Use In Commerce DateWednesday, May 18, 2022

Trademark Owner History


Party NameBottomline Technologies, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressPortsmouth, NH 03801

Party NameBottomline Technologies, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressPortsmouth, NH 03801

Party NameBottomline Technologies, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressPortsmouth, NH 03801

Trademark Events


Event DateEvent Description
Tuesday, January 2, 2024TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, January 2, 2024ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, January 2, 2024TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, January 2, 2024APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Tuesday, January 2, 2024TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, June 20, 2023NOTICE OF REGISTRATION CONFIRMATION EMAILED
Tuesday, June 20, 2023REGISTERED-PRINCIPAL REGISTER
Tuesday, May 16, 2023NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Monday, May 15, 2023ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Monday, April 17, 2023STATEMENT OF USE PROCESSING COMPLETE
Tuesday, March 28, 2023USE AMENDMENT FILED
Monday, April 17, 2023CASE ASSIGNED TO INTENT TO USE PARALEGAL
Tuesday, March 28, 2023TEAS STATEMENT OF USE RECEIVED
Tuesday, March 21, 2023NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Sunday, February 5, 2023EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED
Tuesday, January 10, 2023CHANGES/CORRECTIONS AFTER PUB APPROVAL ENTERED
Friday, January 6, 2023ASSIGNED TO PETITION STAFF
Thursday, December 8, 2022TEAS POST PUBLICATION AMENDMENT RECEIVED
Tuesday, November 8, 2022EXTENSION OF TIME TO OPPOSE RECEIVED
Tuesday, October 11, 2022OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, October 11, 2022PUBLISHED FOR OPPOSITION
Wednesday, September 21, 2022NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Thursday, September 8, 2022APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, September 8, 2022EXAMINER'S AMENDMENT ENTERED
Thursday, September 8, 2022NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Thursday, September 8, 2022EXAMINERS AMENDMENT E-MAILED
Thursday, September 8, 2022EXAMINERS AMENDMENT -WRITTEN
Thursday, September 1, 2022ASSIGNED TO EXAMINER
Monday, November 29, 2021NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, November 25, 2021NEW APPLICATION ENTERED