The Magnum Group, Inc.

Affiliates – Click the Link to the Left to Return to our Staff
	Bob Schulz—Anacapa Advisors. Mr. Schulz has over 15-years of experience in the ophthalmic industry, both as a consultant and as a corporate executive. Mr. Schulz has been affiliated with The Magnum Group since 2000. His prior consulting experience includes business development, merger & acquisition, strategic & business planning studies, capital-raising and valuation projects for clients ranging from start-ups to publicly-held companies in the ophthalmic, medical device, medical service and biotechnology sectors. Mr. Schulz previously was a co-founder and President/CEO of Quest Vision Technology, Inc., an accommodating IOL company that was sold to AMO in 2005, founder and president of a start-up medical services company and was an executive officer of Santen Holdings US, Inc. responsible for Santen’s (Tokyo Stock Exchange) corporate planning and business development activities outside of Japan. Mr. Schulz previously held positions as President of Anacapa Advisors, AgriTrust, California Beach Restaurants (NASDAQ), Cushman Equities Corporation and Zaca Mesa Winery. From 1978-84, he served as a First Vice President in the investment banking department of Bateman Eichler, Hill Richards Inc. (now Everen Securities) and from 1975-78, he served as the Manager of KPMG Peat Marwick’s Acquisition Advisory Services practice on the West Coast and formerly in its Management Consulting Department. Mr. Schulz holds a BA in Economics from the University of California Santa Barbara and an MBA in Finance from the University of Southern California. Back to top

	ClinReg Consulting Services, Inc./Judy F. Gordon, D.V.M.—is Founder and President of ClinReg Consulting Services, Inc. (http://www.clinregconsulting.com) Dr. Gordon brings almost 20 years of experience in pharmaceuticals, biologics, and medical devices to her consulting practice a clinical and regulatory consultant since 1998. Dr. Gordon was with Chiron Vision, a division of Chiron Corporation, from the company’s founding in 1986 through its successful acquisition by Bausch & Lomb in 1997. At Chiron Vision, Dr. Gordon served most recently as Sr. Vice President of R&D and as V.P. of Scientific Affairs, with responsibility for product development, clinical research, regulatory affairs, and regulatory compliance. In her consulting practice, Dr. Gordon has been involved in the development, clinical and regulatory activities for a broad range of products including injectable polymers for tissue bulking, refractive surgery devices, CAD systems for tumor detection, coils for aneurysm treatment, intracranial stents for stroke prevention, breast biopsy devices, intraocular drug delivery systems for treatment of macular degeneration and diabetic retinopathy, coronary atherectomy systems, and multiple other products representing novel technology. Dr. Gordon has taken multiple PMAs and NDAs through the FDA review process, and has directed large-scale clinical trials of both devices and pharmaceutical products. In total, Dr. Gordon has prepared all or part of 16 successful PMA applications for novel devices. She served as the industry representative to FDA’s Ophthalmic Devices Advisory Panel, chaired an industry-FDA working group on guidance documents for clinical trials of refractive surgery lasers, and as the industry representative to the Mediation Dispute Panel of the Center for Devices and Radiologic Health (CDRH). Back to top

	Janet L Conway, Ph. D., Scientific Consultant—is head of Wyoming Pharmaceutical Consulting, providing R&D guidance to ophthalmic start-up organizations and due-diligence, risk assessment, and strategic planning for more developed companies. Dr. Conway brings 25 years of experience in the ophthalmic pharmaceutical, drug delivery and device sector, serving in a variety of roles from R&D, to product development to licensing. Dr. Conway provides scientific, pre-clinical and clinical assistance and analysis to The Magnum Group. Previously, Dr. Conway was Director of Licensing and Development at Pfizer, Executive Director of Ophthalmology Licensing at Pharmacia, Director of Global Business Development for Johnson & Johnson’s Vision Care Franchise, Vice President of Product Development and one of four founders of M6 Pharmaceuticals. She held similar positions at VimRx Pharmaceuticals, Olympus Corporation (Medical Device Division), and at Johnson & Johnson’s ophthalmic pharmaceutical and medical device company, IOLAB. Prior to J & J, Dr. Conway was a Senior Scientist in Allergan’s Discovery Research organization, Dr. Conway received BA and MA degrees from Northeastern University, earned a Ph. D. from the Massachusetts Institute of Technology in visual neurophysiology and completed a post-doctoral fellowship in neurochemistry at The University of California, Irvine. She serves on the Board of Directors of Aerie Pharmaceuticals, and is Chief Technical Officer of Encore Vision. She and her husband, ophthalmologist K. Buol Heslin, MD, live on a ranch in Alta, Wyoming raising organic grass-fed lamb. Back to top

	Paul Karpecki, OD—is the President of Karpecki Resource Group, a company that provides product awareness and clinical education to optometry for a select group of ophthalmic partners, through various educational media. For over 14 years, Karpecki Resource group has partnered with ophthalmic companies to create key strategic marketing messages and science-based educational initiatives that have allowed numerous companies to achieve great success in the vast optometric market for their products. He also currently works at the Koffler Vision Group in Cornea services and heads the department of Ocular Surface Disease Research. Dr. Karpecki is currently the Chair of the Refractive Surgery Advisory Board to the American Optometric Association, Chair of the Topical Interest Group in Refractive Surgery, co-chair of the ASCRS Task Force on the Integrated Eyecare Delivery System and serves on the AOA Congress Education Committee. A noted educator and author, Dr. Karpecki presently serves on seven professional journal editorial boards. He was previously the president of the Optometric Council on Refractive Technology, Dr. Karpecki has lectured in over 400 symposia, covering four continents, and is the first optometrist to be invited to both the Delphi International Society at Wilmer- John’s Hopkins that includes the top 25 dry eye experts in the world, and the National Eye Institute’s dry eye committee. This was a task force established by the U.S. Department of Health and Human Services to better understand and treat dry eye disease in women. Doctor Karpecki’s interest also include education in the area of new advances in ophthalmic technology ranging from optometric education around cataract surgery options for patients to innovative diagnostics, therapeutics and disease management technologies. Dr. Karpecki is a member of the Court of Master Sommeliers and his wine knowledge in the area of nutrition and understanding wine has allowed a number of his client companies to add another educational dimension via wine tasting. Dr. Karpecki graduated from Indiana University School of Optometry and completed a fellowship in Cornea and Refractive Surgery at Hunkeler Eye Centers in Kansas City in affiliation with the Pennsylvania College of Optometry in 1994. Back to top

	Lachman Consulting, LLC/Michael Lachman—is Founder and President of Lachman Consulting, LLC (http://www.lachmanconsulting.com/). He brings 25 years of experience to investment research and analysis, new business development, marketing, and engineering for corporate clients. Previously Mr. Lachaman was a Partner, Managing Director, and equity research analyst with Think Equity Partners, a growth-focused investment bank based in San Francisco. At Think Equity, Mr. Lachman’s research was focused primarily on ophthalmology, orthopedics, and specialty cardiology. Before that, Mr. Lachman was a healthcare analyst on the buy-side with SAC Capital Advisors and Jurika & Voyles. His first experience in equity research was as a medical device analyst with Hambrecht & Quist, where he received a #1 ranking in medical industry stock picking in the Wall Street Journal All-Star Analyst Survey. Mr. Lachman also brings 12 years of medical device industry experience. He worked for five years in business development for the Ethicon Endo-Surgery division of Johnson & Johnson. Previously, Mr. Lachman spent seven years with Baxter Healthcare Corporation, working in both research & development and product management, with a focus on implantable surgical products. Mr. Lachman holds an M.B.A. (with concentrations in marketing and finance) from Northwestern University's Kellogg School of Management. He also holds an M.S. in Mechanical Engineering from Stanford University, and a B.S. in Aeronautical Engineering with highest honors from the University of Illinois. Back to top

	Market Scope/Dave Harmon—is the Founder and President of Market Scope, LLC (http://www.mktsc.com), the leading source of market information on the ophthalmic surgical industry. Market Scope follows companies, technologies, regulatory issues, patents, providers, surgeons, procedure volumes, market share, and pricing. Because the Company focuses its efforts on the ophthalmic market, they are able to bring perspective and context to the latest industry information. The Company’s products include newsletters, reports, surveys, geographic analysis, custom research and analysis. Market Scope’s clients include the leading companies in the industry, investment analysts, surgeons, and optometrists Mr. Harmon has almost 25 years’ experience in the ophthalmic industry and has been writing and publishing newsletters and reports on the refractive industry since 1996. Through his extensive industry experience and his contacts in the business of refractive surgery, Mr. Harmon has become a leading expert in all business and technical aspects of the refractive industry. Mr. Harmon’s ophthalmology experience began in 1984 at Alcon Laboratories, where he served in several capacities including three years as Manager of Business Planning and Acquisitions for the Surgical Division and five years as General Manager of the Alcon Systems Division. His education background includes a Bachelors of Science in Business Administration with an Accounting major from Texas Tech University and a Masters of Science in Finance from the University of Texas at Dallas. Back to top

	SM2 Strategic/Shareef Mahdavi—is the Founder and President of SM2 Strategic (www.sm2strategic.com), is based in the San Francisco Bay Area. Mr. Mahdavi has over 20 years of experience in medical devices and has held senior marketing and sales roles with Advanced Medical Optics, Carl Zeiss-Meditec, and Glaxo SmithKline; he led the marketing team at VISX during the launch of the laser used in LASIK, which today is the top elective surgical procedure performed in the US. Mr. Mahdavi provides expertise in increasing consumer demand for new medical technologies in elective (self-pay) procedures. He works with leading manufacturers, VC/Incubators, and physicians. He is a sought after lecturer for medical conferences and manufacturer user group events. His clients are innovators in refractive surgery, aesthetics, eye disease, sleep/snoring, and cosmetic dentistry. Mr. Mahdavi is also a certified expert on the Experience Economy, one of only ten individuals to earn that designation under the tutelage of authors Pine and Gilmore. Back to top

	Cliff Wright, OD.—Dr. Wright is a business development consultant with 30 years of ophthalmic experience. He practiced optometry for 20 years and then entered the corporate world as Vice President of Business Development first at Johnson & Johnson (Vistakon), then HOYA and ultimately at Bausch + Lomb accumulating 10 years of corporate BD experience. His role made him a buyer of technology outside the corporation and a seller inside meaning he sourced, analyzed, packaged and presented opportunities to senior management up to the Board of Directors level. He has performed due diligence on over 150 opportunities ranging from start-up through public companies. He has experience with supply and distributor agreements, R&D development agreements, equity placement, IP licenses, joint ventures and acquisitions. Dr. Wright knows what corporate partners want and how to package and prepare sellers to succeed with investors and acquirers. Dr. Wright has a hybrid skill set that includes a deep knowledge of ocular anatomy and physiology, finance and deal structures as well as ophthalmic pharmaceutical, medical devices and capital equipment technologies. He understands the ophthalmic market, the clinical regulatory pathways and financial realities on a regional and global basis. He has sourced potential partners, made introductions, packaged and presented opportunities and managed the deal process from first meeting through terms sheet negotiations finishing with signatures on definitive documents. Dr. Wright has extensive industry contacts established over the years by consistently delivering value to both buyers and sellers. Dr. Wright received his Doctor of Optometry degree from the University of California, Berkeley and has taken numerous executive education courses including M&A at the Wharton School of Business.