Erdo Okatan, Managing Director
Mr. Okatan is a Managing Director and co-founder of FOS Advisors and has day to day responsibility for consulting and advisory activities in the firm.
Erdo has over 20 years of operating and management experience in the healthcare industry including experience with Medtech start ups, managing growth from inception through to successful exit. Prior to starting FOS Advisors, Mr. Okatan held key management positions at Olympus America, Inc., from 1996 until 2012, and was a founding member of the Global Business Development Center within Olympus Medical Systems in Tokyo and in the US. There, he has sourced and structured direct investments in the US and internationally. Erdo headed the strategic planning as well as the growth investment activities for the Surgical Business focusing on Minimally Invasive Surgery innovations worldwide.
Mr. Okatan holds a B.Sc. degree in mechanical engineering from the University of Applied Sciences Duesseldorf, Germany, and an MBA degree from Schiller International University in Heidelberg, Germany. Erdo is fluent in English, German and Turkish and maintains numerous strategic relationships to industry participants worldwide.
Our combined experiences as business managers, investors and business consultants provide us with the ability to assist our clients with financial, strategic and operational solutions and help grow their businesses into viable, robust and valuable ventures.
Our Team serves an international client base from offices in New York, San Francisco, San Diego, Germany and Japan.
Managing Director, New York
Mr. Burrell heads the M&A Advisory practice for the firm and has day to day responsibility for business development and client acquisition activities. Ken also leads deal teams to execute M&A transactions on the buy- and sell-side for US and International transactions. Mr. Burrell is a seasoned investment banker with 10+ years of professional experience from Bank of America Merrill Lynch as well as Santander. Ken also spent five years in alternative asset management within hedge funds, venture capital and principal investment groups focusing on debt and equity investment transactions. Mr. Burrell holds an Executive MBA from Harvard Business School and is a Member of the Harvard Club.
Vice President, New York
Mr. Ritter has over 15 years of relevant work experience in technology management and marketing of innovative medical devices including up- and downstream product management, clinical & educational marketing, energy devices and medical imaging. He has a strong understanding of the orthopaedic, neuro, spine and maxillofacial markets and has developed the global commercialization strategy for the BoneScalpel™ franchise in ultrasonic bone surgery, the clinical programs for market penetration and brought BoneScalpel from clinical feasibility to onset of mainstream adoption. Christian holds an MBA from TSM Business School from Enschede Netherlands and a M.Sc. in Mechanical Engineering with a major in Biomedical Engineering from the University of Technology Aachen (RWTH) Aachen, Germany.
Associate, New York
Ms. Lotito conducts company, industry and market research for the firm. She has a base of experience in laboratory research in Histology, Embryology and Applied Biology and co-authored publications in Biomechanics and Sports Medicine. Kristin also has business development in commercial environments and companies in the US and in Europe. Kristin is an accomplished athlete and competes as a Category 1 Sponsored Cyclist at the national level in the US and was previously a goalkeeper in Italian National Women’s Soccer League Serie A, A2 teams. Kristin holds a B.S. in Human Biology, Health and Society from Cornell University.
Analyst, New York
Mr. Filipov supports the banking and consulting professionals with research on companies, markets and industries, preparation of marketing materials and business development activities. Kiko has gained experience in Private Equity and corporate strategy through several internships. Kiko holds a B.A. in Economics from The University of Massachusetts Amherst. He is fluent in Bulgarian and English.
Dr. Shola Olorunnipa, M.D.
Clinical Advisor, New York
Dr. Olorunnipa is a plastic surgeon specializing in pediatric reconstructive surgery who has recently completed his residency at New York Presbyterian Hospital/ Columbia and Cornell Medical Centers. He has extensive laboratory research experience in the areas of cancer and immunology from Harvard University and experience in bioengineering research from Stanford University. Shola was involved in testing of new technologies and devices in a clinical setting at New York Presbyterian Hospital. Dr. Olorunnipa holds a B.S. in Molecular and Cellular Biology from Harvard University and an M.D. from Stanford University School of Medicine.
Hagen Wenzek, PhD
Senior Advisor, Health IT, New York
Mr. Wenzek is an industry executive with close to 20 years of technology industry experience in strategy development, technology operations and consulting. Hagen has served two years as EVP and CTO at IPG Mediabrands, a global media agency in New York. Previously, Hagen held several leadership positions at IBM in the US and in Germany for over 11 years. As a key executive and thought leader, Hagen helped design IBM’s corporate development and strategic planning initiatives incl. M&A and partnership based growth plans. He also led the Global Technology Services Unit, a key growth driver for IBM. Hagen holds a Master and BS degree in Electrical Engineering from RWTH University of Aachen and a Doctoral Degree from the University of Hagen, Germany.
John T. Spitznagel, jr.
Senior Advisor, Life Sciences, New York
Mr. Spitznagel is a experienced pharmaceutical executive with successful operating background in big pharma and buy-outs in the US and internationally. As a proven company builder experienced in launching and commercializing new products and ventures, his businesses have created substantial value for investors and shareholders. John started his career with Eli Lilly before joining ESP Pharma where his team purchased a $15 million specialty pharma product line and turned it into a $100+ million revenue company which was acquired in a trade sale for $515 million after three years. In his next venture, Esprit Pharma, John’s team acquired four in-market brands and more than tripled revenue to over $75 million in 2.5 years and subsequently sold the venture for $475 mill in a trade sale with an industry leading conglomerate in the US. John has deep contacts in the healthcare industry allowing him to source highly relevant opportunities for FOSA and act as an experienced consultant for existing clients and portfolio companies. John holds a degree in communications from the University of Pennsylvania.
Senior Advisor, Healthcare Technology, New York
Mr. Zobel has over 35 years of entrepreneurial and leadership experience in the medical, electronics and telecom industries in the USA and internationally. He founded JPM Associates in 2005 and Ziehm Medical in 2007. He served as the CEO of Festo Corporation a global leader in automation systems and as the CEO and co-owner of DST Deutsche Systemtechnik, a German corporation with 1200 employees. Hans previously held senior management positions with Philips GmbH, Tennant/Cargill and AEG Telefunken. Hans holds a BSc in engineering from Hamburg University and maintains numerous senior level relationships to industry leaders, founders and investors worldwide.
Senior Advisor, Tokyo, Japan
Mr. McCarry has sourced, structured and executed private equity transactions for over ten years for Synergy Capital Group, Ltd., in Hong Kong and for The Camelot Group International, LLC, based in Tokyo as well as for a Hong Kong-based family office where he managed investments in U.S. and Chinese technology companies. Previously, he was a Senior Group Internal Auditor at Nestlé SA Geneva. Jon maintains numerous investor relationships and corporate relationships in the US and in Asia. Jon holds a B.S. degree in Engineering and Physics from the University of North Texas, and an MBA from Vlerick Management School in Belgium. Jon has completed the Oxford and Peking University Private Equity programs. He is fluent in English and Japanese.
Senior Advisor, Medical & Surgical Technology, San Diego
Mr. Newman has over 30 years of industry experience in sales, marketing, business and product development and clinical evaluation with several leading medical device companies including various senior positions with Karl Storz Endoscopy. Subsequently he formed Newman Medical, an independent consulting company and co-founded Vista Medical Technologies, pioneering innovative visualization technology for complex minimally invasive surgical procedures. Allen maintains an extensive network of clinical relationships in the U.S. and internationally. Allen holds a BA in Psychology from Cal. State University, Sonoma, and a degree in Medical Marketing from UCLA Anderson School of Management.
Senior Advisor, Healthcare Technology, San Francisco
Mr. Ozaki has over ten years of work experience in the Healthcare industry from Olympus America and as a management consultant at A.T. Kearney and Booz and Co. He has worked extensively with multinational pharmaceutical and medical device companies in multiple areas. At Olympus, he was leading efforts to invest in new technologies and venture companies. Naoto holds an MBA from the University of Pennsylvania, Wharton School of Business and a MS ME from Georgia Tech. He is fluent in English and Japanese.
Senior Advisor, Medical & Surgical Technology, San Diego
John is an experienced entrepreneur and consultant in the medical technology industry with particular experience in founding and developing early-stage companies. Since 2011 he served successfully as CEO of a telemedicine company, incubated two endoscopy applications and planned the international commercialization strategy for an obesity device. Previously he was CEO of Lerner Medical, a developer and marketer of a UV phototherapy device for the self-treatment of psoriasis and chairman and CEO of Leptos Biomedical, a developer of a neuromodulation therapy for obesity. In 1993, he founded Vista Medical Technologies, a manufacturer of advanced visualization technology for use in complex minimally invasive procedures. Prior to Vista, Mr. Lyon was employed by several units of the Cooper Companies for over eight years, serving variously as President of the International Division of Cooper LaserSonics and of the International Health Care Group as well as President of Cooper Surgical, a manufacturer and distributor of women’s health products. John has also served as a non-executive director of five early-stage biomedical technology companies.
Are you interested in the
FOS ADVISORS Internship Program?
We are regularly welcoming qualified professionals for part-time or full-time internships in our New York head office. If you feel that you meet the following qualifications and characteristics, feel free to submit your resume and coverletter to email@example.com and reference “Internship Program” in the email.
As a rapidly growing firm we consider two types of backgrounds for junior-or associate level positions: a) Technical Track (medical, scientific or engineering background) or b) Financial Track (investment banking, investment management or consulting background). We naturally consider our outstanding interns first when filling full-time positions in the firm.
Successful internship candidates should possess:
- An undergraduate degree in a medical, scientific or engineering field or, alternatively, in business administration, accounting or finance. Active students should be at least in their senior year of college or medical school
- Professional experience from prior internships or employment in a medical, scientific, banking, investment management or consulting organization
- A strong desire to learn and gain expertise in assigned projects’ subject matter, which will require self-study and independent research to get “up to speed” on certain subjects.
- A flexible mind-set and ability to handle several projects and assignments independently or with limited supervision
- The desire to contribute meaningfully to “live” projects and assignments, often under time-constraints and with little room for errors
- A pleasant and well-rounded personality that fits well in the team. An international background and foreign language skills would be a plus. You may be asked to attend client meetings internally or off-site.
- Please indicate your immigration status on your resume. Unfortunately, we don’t sponsor visa applications for internship applications.
Please send your resume and coverletter to firstname.lastname@example.org