34 Independent Companies and/or Funds of which VB Founded,
or were Founding Investors.1
17 Technology Companies
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Woven Orthopedics Technologies, LLC (2013) | Founder |
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FX Solutions S.A.S. (2010) | Early-stage Investor |
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AFCell Medical, Inc. (2009) | Early-stage Investor |
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Centinel Spine, LLC (2008) | Founder |
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Knee Creations, LLC (2007) | Founder |
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4th Dimension Spine, LLC (2007) | Founder |
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Small Bone Innovations, Inc. (2005) | Founder |
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Paradigm Spine, LLC (2005) | Founder |
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Soteira, Inc. (2004) | Angel Investor |
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K2M, Inc. (2004) | Early-stage Investor |
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Twin Star Medical, Inc. (2000) | Angel Investor |
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Spine Solutions, Inc. (1999) | Founder |
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Spine Next, S.A. (1999) | Restructuring |
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Ascent Healthcare Solutions, Inc. (Formerly Alliance Medical, Inc.) 1998 | Early-stage Investor |
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Cortek, Inc. (1995) | Angel Investor |
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Hospitec, Inc. (1995) | Early-stage Investor |
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Biorthex, Inc. (1993) | Recapitalization |
10 Private & Public Funds2
| Managed by Stifel, Nicolaus & Company, Inc Viscogliosi Brothers Venture Partners III, LLC (2010) | Musculoskeletal Growth Trust Series Unit Investment Trust (UIT) (2004) |
| Viscogliosi Brothers Venture Partners IV, LLC (2010) | Viscogliosi Brothers Venture Partners II, LLC (2002) |
| Spinal Partners III, LLC (2010) | Viscogliosi Brothers Venture Partners I, LLC (2001) |
| Small Bone Joint Employee Partners, LP (2005) | Spine Solutions Partners I, LLC (2001) |
| Orthopedic Investment Partners Fund, L.P. (2004) | Spinal Partners II, LLC (1999) |
To date the 6 private funds have returned >$65 million to investors.
6 Professional Services Companies
| Specialty Healthcare Advisers, LLC (2013) | Surgisoft, LLC (2006) |
| VB Professional Services, Inc. (2010) | Fillit, LLC (2006) |
| Orthopedic Recruiters, LLC (2008) | Musculoskeletal Clinical Regulatory Advisers, LLC (2004) |
1 Investment Banking Company
| Viscogliosi & Company, LLC. (2004) |
9 Exits to Date Generating > $1 billion in Exit Proceeds.3
| Knee Creations, Inc. – Acquired by Zimmer, Inc. in May 2013 | Cortek, Inc. ($7.9 million) – Acquired by Alphatec Spine, Inc. in Sept. 2005 |
| Sotiera, Inc ($6 million) – Acquired by Globus Medical, Inc. in July 2012 | Spine Next, S.A. ($80 million) – Acquired by Abbott Laboratories, Inc. in Oct. 2004 |
| K2M, Inc.– Acquired by Welsh, Carson, Anderson & Stowe in July 2010 | Spine Solutions, Inc. ($350 million) – Acquired by Synthes, Inc. in April 2003 |
| Ascent Healthcare Solutions, Inc. ($565 million) – Acquired by Stryker Corp. in Nov 2009 | Hospitec, Inc. – Payment to SPII Fund in Oct. 2001 |
| Biorthex, Inc. ($0.20 million) – Acquired by Nitinol Devices & Components, Inc. in Aug. 2009 |
A Principal of VB has Structured and Managed Stifel Nicolaus’ $10 Million Musculoskeletal Growth Trust Series Unit Investment Trust (“UIT”).
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Dedicated Exclusively to Investing in Publicly-Traded Orthopedic Securities |
24% 4 Year Annual Returns Compared to Dow Jones Industrial Average |
40 Institutional Investors have Co-Invested with VB in Portfolio Company Financings.
250 Finance Transactions: 4
| 116 Merchant Banking Transactions | 56 Assets Management Transactions |
| 38 Investment Banking (M&A/Strategic Advisory) |
28 Exits/Realization |
| 33 Equity/Debt Investments | 17 Funds Investments |
| 17 Exits/Realization | 9 Venture/Private Equities |
| 11 Principal Activities (Company Creations/Financial Founders) |
2 Public Securities |
| 11 Corporate Transactions | 83 Portfolio Companies Transactions |
| 10 Contribution of Assets | 47 Small Bone Innovations, Inc. |
| 18 Paradigm Spine, LLC | |
| 5 Viscogliosi & Company, Inc. | |
| 10 Knee Creations, Inc. | |
| 3 Centinel Spine, LLC |
VB Has Served on Boards of 14 Institutions:
| 9 Orthopedic Devices Companies |
| 4 Non-Device Companies |
| 1 Specialty Hospital |
Attended > 200 Industry Leading Conferences Worldwide:
| Hosted >11 Conferences Dedicated Exclusively to the Musculoskeletal Healthcare Sector |
84 Orthopedic Devices have been Commercialized by VB Portfolio Companies: 5
| >225,000 Units are Sold Worldwide |
932 Industry and Company Reports have been Written by VB, of which >7,000 Pages have been Published.
>250 Individuals are Currently Employed in VB Portfolio Companies
Since Inception [2004], Musculoskeletal Clinical Regulatory Advisers, LLC has Contracted Approximately >270 Clients to Date.
The MCRA team has achieved:
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>400 Patents have been granted and >240 Trademarks were registered by the United States Patent and Trademark Office Performed >210 Audits for Notified Body (TÜV Product Service) to ISO 9001 / ISO 13485 Including Numerous Audits at Leading Orthopedic Companies |
1Viscogliosi Bros., LLC (VB) considers itself a founder of a company if VB and/or its principals a) formed the company, b) was an early-stage or angel investor of the company and was involved in the
early operations and/or strategy of the company, or c) involved in the recapitalization of the company.
2All funds with the exception for UIT were created by VB. A principal of VB was an employee (portfolio manager) of Stifel Nicolaus, raised capital, selected investments/ratios and advised on the sale of securities for the company. Subsequent to VB, the principal continued his advisement on the sale of securities for Stifel Nicolaus.
3 A total dollar value, including milestone payments, paid for an entity sold by VB, its principals, and/or VB's funds.
4Includes any form of corporate transactions that include a) capital raising activities, b) contribution of assets, c) acquisition/divestitures of an assets (M&A), d) investment banking services, & e) company creation.
5Medical devices that are commercially sold or clinically used worldwide.