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Chris Dewey and Mark Goldwasser worked together to set up Robotic Ventures in 2000- 2001. Two of the material investments were iRobot and Z-KAT Inc. iRobot had an initial public offering in 2005. While involved with Z-KAT, Chris Dewey recruited Maurice Ferre. Together they built MAKO SURGICAL which went public in February 2008 and was then sold to STRYKER for $1.65 billion in 2014. Chris personally has invested alongside Maurice Ferre, Fred Moll, and David Matlin. This led to the formation of DGB (Chris Dewey, Mark Goldwasser, and Dave Brown) who, in 2019, purchased Ceros Financial Services. In 2022, Roger Monteforte joined Ceros as a Partner and Vice-Chairman and the Forte Capital Group became a division and launched Innovation X Advisors, LLC, an RIA that advises the privately held Innovation X Funds.
* Early stage investing in these types of companies can carry significant risk of total loss of principal, and not all investments made by these investors historically have been successful. Past performance is not indicative of future results.
I am proud to say that 2024 was another landmark year for Ceros Financial Services and its affiliates with combined record revenue of over $100 million and assets under management and administration exceeding $8 billion. The Ceros Group has become a formidable full-service wealth management boutique consisting of Advisors Preferred, At-Cap, Innovation X Advisors LLC, and Ceros Capital Markets. Ceros delivers a robust platform of services designed to meet the demands of today’s advisor.
Our team has made it possible to offer a broad array of services and products for RIA’s, retail, and institutional customers. This vision that DGB (Chris Dewey, Mark Goldwasser, and Dave Brown) had in 2019 when we purchased Ceros remains in place and has been surpassed in many areas, including the existing RIA business that Catherine Ayers-Rigsby and the Ceros team had originally built.
In 2022, Roger Monteforte joined Ceros as a Partner and Vice-Chairman, and the Forte Capital Group became a division, launching Innovation X Advisors, LLC, an RIA that advises the privately held Innovation X Funds. Innovation X Advisors, through the private funds, currently hold $2B of AUM and has raised over $900M for companies such as Stripe, SpaceX, and OpenAI.
Advisors Preferred, LLC provides advisory services to our Open-End Mutual Funds, and At-Cap Partners serves as an advisor to our retail advisory clients.
Corporate RIA’s can streamline operations, compliance functions, and cost. Mutual Funds can use Advisors Preferred to promote their brand, execute strategy, and realize success in the mutual fund marketplace. We can act as an advisor to the funds as well as providing a Shared Trust. Ceros provides distribution services for the Advisors Preferred funds. This offering is backed by a distinguished ownership and management group and a boutique feel, yet a high level of service.
Ceros Capital Markets specializes in fundraising (primarily Series A-D) for MedTech companies that are developing disruptive technologies, particularly for diagnostic and non-invasive procedures in the medical device, robotic, biotech, and digital health sectors. Our unique portfolio of companies features ventures identified in their early stages by some of the most experienced MedTech entrepreneurs who understand the synergies between innovation and healthcare. The common mission is often to reduce overall costs to the industry, increase doctor and nurse efficiency, while improving patient care. Ceros’ clients have the opportunity to invest in companies that are pushing the boundaries of technology, disrupting the medical industry, and fueling innovation to help change lives.
In addition to adding investment opportunities for our existing advisors as well as attracting new advisors seeking comprehensive solutions for their discerning clients, we will focus on expanding the company’s core business of mutual funds, RIA, and wealth management.
Israeli companies have always been part of our core focus, and we plan on growing our current industry playbook to include other technologies that we believe will provide significant opportunities for Ceros and our clients in the venture capital markets.
The Ceros office footprint now encompasses most of the US East Coast (New York, Connecticut, Maryland, and South Florida), and our client base is in all 50 States. I would like to thank all our clients and colleagues for contributing to a successful 2024 and look forward to a successful 2025 and the continued growth of our firm as we build on our achievements.
Mark Goldwasser
Leading Innovation
in Key Sectors
Innovative solutions for
life-saving procedures
Advancing surgical precision
with minimally invasive robotics.
Improving patient care through
smart digital solutions.
(TIME) DermaSensor’s titular device is the first of its kind cleared by the FDA for use by non-specialist physicians. It uses optical spectroscopy—the deployment of light to analyze tissues—to promptly detect likely cancerous skin lesions at a rate similar to that of in-person dermatologists.
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Thank you for your interest in Ceros Capital Markets. We look forward to speaking with you shortly.
In just two minutes, the CelTivity system captures intracellular data from the biopsy and creates dynamic cell images of the tissue samples to identify and interpret the presence of different types of cells, such as cancer, non-cancer and granuloma, to name a few.
Cambridge, Massachusetts, United States
Bertrand Le Conte de Poly, Claude Boccara
https://www.aquyre.com/
2013
Cordio has developed a monitoring solution for Congestive Heart Failure (CHF) patients using only a patient's speech, sampled via a mobile device. The system, Cordio HearO®, can sense fluid accumulation and allow health care professionals to manage their CHF patients remotely. Cordio HearO™ is easy to use, non-invasive CHF monitoring device with great patient compliance.
Cordio's product is patient-dependent (i.e., each patient serves as his or her own baseline) and language independent. It is comprised of a recording application operating on a patient device such as mobile devices, computer, Alexa device, (etc.), with an analysis software operating on the cloud. During monitoring, samples of the patient's speech are analyzed and compared to the model, measuring the differences which are characterized as the target disorder.
Tel Aviv, Israel
CEO: Tamir Tal
https://cordio-med.com
2013
DermaSensor, Inc. has commercialized the first FDA cleared, automated device that provides an objective skin cancer risk result to American’s one million physicians who are not already experts in assessing patients for skin cancer (e.g. family doctors, internal medicine doctors, gynecologists). The DermaSensor™ device enables these physicians to non-invasively and effectively test lesions for all common types of skin cancer, specifically melanoma, basal cell carcinoma, and squamous cell carcinoma. The patented spectroscopy technology utilized in their handheld device has a published sensitivity of 95.5% from their FDA pivotal study with over 1,000 patients and uses a simple 0-10 malignancy risk level scale to improve physicians’ management of suspicious lesions. Literature shows that primary care physicians' sensitivity for correctly referring cancerous moles is as low as 54%.
Miami, Florida, United States
CEO: Cody Simmons
https://dermasensor.com/
2009
Insightec Ltd. is a global healthcare company that has developed, created, and manufactures the next generation of patient care by mastering the therapeutic power of acoustic energy. The Company has pioneered a treatment that uses Magnetic Resonance Imaging (MRI) guided focused ultrasound to provide incisionless, outpatient neurofunctional brain treatment for patients with medication-refractory Essential Tremor, medication refractory unilateral tremor-dominant Parkinson's Disease and for the management of moderate to severe unilateral advanced Parkinson's Disease medication refractory motor complications.
The Company is pursuing innovations to address other neurological conditions including, but not limited to, epilepsy, primary and metastatic brain cancer, Alzheimer’s Disease, addiction, and ALS. Research for these potential future applications is in various stages of development, including partnerships with leading academic and medical institutions. Insightec is headquartered in Haifa, Israel and Miami, with offices in Tel Aviv, Dallas, Shanghai, and Tokyo.
Tirat Carmel, Hefa, Israel
CEO: Dr. Maurice R. Ferre
https://www.insightec.com/us
1999
Transforming surgery with its proprietary surgical robotic technology. Momentis has set out to surpass today’s best solutions through: better clinical outcomes, reduced footprint, versatility, and cost.
They are the first robotic solution to receive FDA authorization for transvaginal gynecological procedures.
The Anovo™ Surgical System features unique robotic instrument ARMS that mimic the movement of the surgeon’s shoulder, elbow and wrist, offering high dexterity, multi-planar flexibility and unprecedented articulation. The ability to articulate the ARMS enables the transvaginal approach to benign gynecologic procedures and surgeons are able to use the familiar fundus to cervix technique without the need for multiple abdominal incisions. Anovo requires a much smaller footprint and costs significantly less than conventional robotic systems, making it possible for more hospitals and ambulatory surgery centers to acquire the system.
Tel Aviv, Israel
Dvir Cohen
https://www.momentissurgical.com/
2013
Leader in the digital evolution of musculoskeletal care and sensor technology for total joint replacement. OrthoSensor quantifies orthopedics through intelligent devices and data services that allow surgeons and hospitals to deliver evidence-based treatments.
Dania, Florida, United States
Martin Roche, Steve Seger
https://orthosensor.com
2006
PathologyWatch offers a fully integrated digital pathology solution to Dermatologist and believes that it is an emerging leader in the deep learning / artificial intelligence segment of the market. PathologyWatch has integrated laboratory information systems, scanners, digital viewer technology, and EMRs into an end-to-end solution for dermatologists.
SONIC purchased Pathology Watch in 2023 for $150m.
Utah, USA
Dan Lambert
https://pathologywatch.com
2012
Accuryn addresses a critical unmet need with respect to kidney functioning monitoring by offering a comprehensive solution that significantly enhances patient care and hospital efficiency. The Accuryn Monitoring System has the ability to detect and enable earlier intervention in Acute Kidney Injury (AKI) as much as 33 hours ahead of the current standard of care that relies on a Serum Creatinine (SCr) blood test, based on KDIGO. This early detection capability may improve patient outcomes, reduce the costs incurred by hospitals, with the potential of becoming a critical tool in the management of AKI.
Heyward, CA, United States
CEO: Sanjay Banerjee
https://accuryn.com
2011
* The firm acted as placement agent in each of these transactions. This list includes all deals from 2020 forward and is presented in alphabetical order. The inclusion of a deal on this list does not imply performance success or guarantee future results. Past offerings are not indicative of future investment opportunities or outcomes. Transactions listed here do not constitute an offer to buy or sell securities.
* The inclusion of a deal on this list does not imply performance success or guarantee future results. Past offerings are not indicative of future investment opportunities or outcomes. Transactions listed here do not constitute an offer to buy or sell securities.
Manchester, New Hampshire, United States
Bryan Lord
https://pristinesurgical.com
2013
TriFlo Cardiovascular is a biotechnology firm working in stealth mode.
Huntington Beach, California, United States
NA
https://triflocv.com/
2017
TriSalus Life Sciences® is an oncology focused medical technology business providing disruptive drug delivery technology with the goal of improving therapeutic delivery to solid tumors. The Company’s platform includes devices that utilize a proprietary drug delivery technology and a clinical stage investigational immunotherapy. The Company’s two FDA-cleared devices use its proprietary Pressure-Enabled Drug Delivery™ (PEDD™) approach to deliver a range of therapeutics: the TriNav® Infusion System for hepatic arterial infusion of liver tumors as well as other solid tumors and the Pancreatic Retrograde Venous Infusion System for pancreatic tumors. PEDD is a novel delivery approach designed to address the anatomic limitations of infusion into solid tumors. Nelitolimod delivered by PEDD will be studied across several indications in an effort to address immune dysfunction and overcome drug delivery barriers in the liver and pancreas. TriSalus is publicly traded on NASDAQ: TLSI.
Westminster, Colorado, United States
CEO: Mary Sezla
https://trisaluslifesci.com
2009
$10-20mm Series A Round (pre-money $40mm): Wesper is a disruptive medical device company in the sleep tech space that brings the full cycle of sleep therapy into the home through the use of a proprietary, state-of-the-art smart patch that delivers results with no wires or complicated set up.
New York, New York, United States
Amir Reuveny
https://wesper.co
2017
