Our Story
We raise capital for disruptive companiesChris 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 of Ceros 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.
Letter from CEO
Mark Goldwasser, Chief Executive Officer
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
Industry Specialties
Medical Devices
Surgical Robotics
