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There are a handful of firms on both sides. McKool does NPE work, but also it's biggest client is Ericsson and does a lot of telco work too. Susman is mainly patent owner but does defense too. Desmarais and Fish handle both sides too
All the really sizable IP boutiques (Fish, Finnegan, Banner, SKGF, etc) have a bias towards big tech defense work. They do some plaintiff work as well, but big tech has a steadier stream of work, and then the conflicts landscape pushes them towards more big tech work.
Occasionally they’ll get a competitor v competitor case, but conflicts can limit which of those cases they take on.
My firm handles both but we are starting to see a divide among case teams due to conflicts