FOS Capital Partners

Erdo Okatan is a founding Managing Director and leads the firm’s overall direction. Ken Burrell heads the M&A Advisory Practice, including business development and deal execution. Investment decisions appear to be made collectively by the Managing Director group, which combines former corporate MedTech operators with investment bankers.

FOS Capital Partners is the private equity affiliate of FOS Advisors LLC, a boutique M&A advisory firm. FOS Advisors runs sell-side mandates for MedTech and Digital Health companies; FOS Capital Partners can provide principal investment or capital access services to the same clients. Both share leadership, an office at 535 Fifth Avenue in New York, and a common sector focus.

The firm works with companies from early-stage startups to mature businesses preparing for a strategic exit. Its core engagement is tied to M&A readiness — advising, positioning, and occasionally investing in companies that are approaching a liquidity event.

Based on the firm's description, FOS Capital Partners makes select principal investments directly into companies, often those that are also M&A advisory clients. There is no public indication of fund-of-fund commitments or blind-pool fundraising; the model appears centered on deal-by-deal capital deployment alongside advisory mandates.

The firm concentrates on MedTech — including minimally invasive surgery, orthopedics, neuro, spine, and maxillofacial devices — and on Digital Health. Hagen Wenzek, a Managing Director, specifically guides the firm’s Digital Health activities.

Headquartered in New York, the firm maintains an additional Canadian affiliate, FOS Capital Canada. It also collaborates closely with M&P Unternehmensberatung, a European consulting firm that supports life-science and medical technology start-ups and SMEs, giving the network reach into Europe.

No philanthropic structures or foundations associated with FOS Capital Partners or its principals are publicly disclosed.