Bernie Berry, III
Bernie Berry is the former President and owner of Carr Metal Products, Inc. (CMP), a world‐wide leader in the design, development, and manufacturing of precision sheet metal and plastic fabrications. Mr. Berry joined CMP, a firm his father co‐founded, in 1975. He was appointed president in 1985 where he would direct the company’s activities and growth strategies. Among his many accomplishments, Mr. Berry developed an environment of innovation and superior product development by embracing new technologies and advanced manufacturing principals. Carr Metal Products was acquired by Precimed Group, a leading technology‐driven supplier to the orthopedic industry in 2006, which resulted in Mr. Berry’s company being renamed Precimed CMP. In 2008, Precimed was purchased by Greatbatch, Inc., a leading designer and manufacturer of high quality, innovative products and systems to customers in the cardiac, neuromodulation, orthopedics and commercial markets. Mr. Berry is a graduate of Purdue University and remains an active consultant and advisor to the medical device industry.
Bryan Hughes is the Director and Group Head – Medical Technology Investment Banking at P & M Corporate Finance, LLC. (PMCF). PMCF is an investment bank providing merger and acquisition services to companies throughout North America and Europe. Mr. Hughes has over 10 years of business and transaction advisory experience, specializing in assisting clients with mergers and acquisitions, leveraged buyouts, private placements, financings, valuation and strategic consulting. His clients have ranged from global life sciences companies to small, privately held businesses. In addition to leading the firm’s Medical Technology team, he has also completed transactions in business services, consumer and industrial sectors. Mr. Hughes earned a B.B.A. with emphases in finance and accounting from the Stephen M. Ross School of Business at the University of Michigan. He is a licensed securities representative, holding Series 7 and 63 registrations. He has written numerous articles and is a frequent speaker on healthcare investment banking and related financial topics.
Marie Infante is a healthcare lawyer with more than twenty-five years of experience advising clients in health policy, reimbursement, regulatory, governance and compliance matters. She has served in leadership and executive positions in for profit, and not for profit healthcare companies. Most recently, as Senior Vice President, Chief Compliance Officer and General Counsel for Healthcare Law for Golden Living, she was responsible for compliance, ethics and regulatory issues for over 60,000 patients and more than 40,000 employees in post-acute and rehabilitation settings. Most importantly, her clinical experience includes fifteen years as a clinical specialist in orthopaedic nursing. Recognized by national and state organizations for her advocacy on behalf of patients and healthcare providers, she remains an active consultant and senior advisor in the healthcare industry. Ms. Infante is a graduate of the University of Maryland where she received her BSN and MS. She also has an MBA from Loyola University and earned her JD at the Catholic University of America in Washington DC.
Mr. Kozlowski is the former President of Colson Group of Medical Companies (2007-2014). The Colson Group of Medical Companies consist of Acumen, MicroAire Surgical, OsteoMed, Precision Edge Medical, Skeletal Kinetics and Apex Medical. These six companies design, manufacture and sell products throughout the world in virtually every area of orthopedics. During Kozlowski’s tenure as President, overall revenues and profits achieved record levels every year. Prior to serving as President of Colson Group of Medical Companies, Mr. Kozlowski was President of Acumed (1999-2007) and American Medical Instruments (1996-1999). He is a graduate of the University of Michigan where he earned an MBA and a BS in Chemical Engineering.
Entrepreneur and seasoned biomedical sciences executive, Oscar Moralez co-founded VisionTech Partners as StepStone Partners in 2008. Today, he manages day-to-day operations at VisionTech, including recruiting investors for VisionTech Angels, identifying promising early stage companies and providing executive level consulting services to clients. Prior to VisionTech Partners, he served as chief operating officer of BioStorage Technologies in Indianapolis, which he founded in 2002. In addition, Oscar is the former director of specialty services at Covance Central Laboratories in Indianapolis and former general manager for Frontline Laboratory Network, a Colorado-based startup venture consisting of a consortium of hospital laboratories and Mayo Medical Laboratories. Oscar earned a BS in Medical Technology from the University of Texas, Southwestern Medical Center at Dallas and MBA from the University of Colorado. He serves on the boards of Apricity LLC, OrthoPediatrics Corp., and SonarMed Inc., and is an observer on the boards of Courseload and NX Pharmagen.
David Pelizzon is a retired US Army officer who served almost 30 years on active duty in airborne and special operations units. Since his retirement from active duty in 2003, he has worked as a manufacturing executive in the US and Asia. Prior to starting Squadron Capital Mr. Pelizzon was the Managing Director of Precision Edge Holdings, Colson Associates in Chicago. Currently he is the President of Squadron Capital, a firm that primarily manages direct investments in operating companies and that also invests in private equity funds and special situations in support of the long term investment objectives of a Chicago based trust. Mr. Pelizzon is a graduate of the US Military Academy and has advanced degrees from Harvard University and the US Naval War College.
Chairman of the Board
Terry Schlotterback currently serves as the Chairman of the Board for OrthoPediatrics, bringing over 30 years of experience in the orthopedic industry. Prior to coming to OrthoPediatrics Terry worked for Zimmer Medical Holdings where he served in various executive leadership positions including President of Zimmer’s Trauma and Spinal Divisions. These divisions accounted for over $250 million in annual sales for the publicly traded orthopedic company. Prior to serving as Division President, he held senior executive positions in Sales, Marketing and Research and Development. Prior to Zimmer, Mr. Schlotterback served in senior management roles for Johnson & Johnson’s Depuy Orthopedics and Sports Medicine Division, Mitek Surgical Products, where he led Research, New Product Development and Business Development and the eventual acquisition of Mitek by Johnson & Johnson. Additionally, Mr. Schlotterback currently serves on the Advisory Board for the Indiana North Central Region of Elevate Ventures. He also contributes advisory services to the local Economic Development Corporation. He is President of the Warsaw Chapter of the StepStone Angels. He received his Bachelor of Science degree in Mechanical Engineering Technology from Purdue University.
Kevin Unger is currently the CEO of Intrinsic Healthcare and has spent nearly two decades in the orthopedic industry. Prior to founding Intrinsic, Mr. Unger ran various medical device, medical technology, and orthopedic implant businesses. Most recently, he served as Global President of Orthofix, a spinal implant and biologics business with nearly $150M in global revenue. During his tenure at Orthofix, the business doubled its profit while growing revenues at an average of 3 times the market growth. Mr. Unger also ran a division of Stryker, where he was responsible for growing the business from $30M in revenue to over $150M in a 5-year period. He has additional experience in running global marketing departments and building sales organizations for larger multi-national orthopedic companies. Mr. Unger has significant experience in mergers and acquisitions, business turnaround and relocation, organizational restructuring and strategic planning. He is passionate about building collaborative cultures based on teamwork, accountability and service. All of this is supported by a servant leadership style that embraces transparency and recognizes the strengths in all team members.