Ceros Capital Markets Corporate Group
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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'm very pleased to report that 2025 was another landmark year for Ceros Financial Services and its affiliates, with combined consolidated revenue exceeding $100 million.
Since DGB's acquisition of Ceros Financial in June 2019, revenues have grown from $6.5 million to $103 million (+17x), representing a compounded annual growth rate of approximately 60%.
Equally important has been the significant growth in our assets under management and administration, which increased from $3.8 billion in 2019 to more than $11 billion today (+4x) — a compounded annual growth rate exceeding 25%.
This momentum has been driven by two key developments. First, the addition of the Norwalk, Connecticut office in early 2022 significantly expanded our capabilities and reach. This was followed by the merger with Roger Monteforte, the Forte Capital Group, and the Innovation X Advisors business in mid-2022. InnovationX Advisors positioned us within the highly dynamic and compelling unicorn ecosystem, where we continue to pursue opportunities on behalf of our clients.
Thanks to Roger's leadership and vision in building out our private markets capabilities, the foundation we have built positions us well for what lies ahead. With Ceros and affiliates' approximately $40 million in revenue during the first quarter of 2026, we are encouraged by the firm's momentum and look forward to another strong year.
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.
Mark Goldwasser, CEO of Ceros Financial Services, participated in a senior leadership panel at a global technology and innovation conference, joining industry experts to discuss scaling technology-driven organizations, data strategy, and leadership in rapidly evolving markets.Read More
(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.
Read MoreThank 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: Todd Dunn
https://accuryn.com
2011
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 Life Sciences is a publicly traded oncology focused medical technology business providing disruptive drug delivery technology
Westminster, Colorado, United States
CEO: Mary Sezla
https://trisaluslifesci.com
2009
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
