OrthoEx

What OrthoEx does

OrthoEx is a specialized third-party logistics (3PL) firm exclusively serving medical device manufacturers, headquartered at 7327 E. Tierra Buena Lane in Scottsdale, Arizona. Founded in 2014 (the firm's own site references more than a decade in operation) and operating as a privately held, veteran-owned small business, the company provides end-to-end logistics, warehousing, distribution, inventory management, loaner tray management, finance and billing, and initial importing services from a 45,000+ square foot ISO 13485:2016-certified, temperature-controlled facility with biologics storage, wet and dry lab capabilities, full security systems, and 24-hour observation. OrthoEx holds ISO 13485 certification through Amtivo (an ANAB-accredited body) and serves a customer base of 20+ medical device manufacturers worldwide spanning spine, orthopedic, surgical, biologics/wound care, and regenerative product categories.

The company's product architecture is organized around two proprietary technology and service brands layered on top of core operational services. Surgio Health is a custom-developed inventory tracking platform built by OrthoEx leadership that provides real-time inventory visibility from order to cash, demand forecasting, supply chain optimization, distributor performance monitoring, and surgeon trending. OrthoBooks is a finance and billing sub-brand offering invoicing, PO collection, multi-tiered commission management, rebate program administration with hospital customers, payroll with commissions and bonuses, and financial reporting. Core service modules include Inventory Management, Warehousing and Distribution, National Loaners (orthopedic surgical instrument and implant tracking with express/same-day delivery), Customer Service, and Initial Importing (delivered through a partnership with Dawa Medical for customs clearance and FDA compliance).

OrthoEx operates an enterprise field sales motion with custom quote-based pricing, multi-year contract durations ranging from short-term project agreements to long-term partnerships, and lead generation through direct phone outreach, email inquiries, and website-based estimate requests. The company employs 15-20 people across executive, operations, account management, warehouse, shipping, and data management functions. Leadership includes CEO Tony Passalacqua, Director of Operations Bret McClue, and Operations Manager Caleb Caruso. The firm is founder/management-owned with no disclosed outside equity, institutional investors, or funding rounds, and operates as an independent entity with nationwide US coverage.

Name

OrthoEx

Legal name

OrthoEx

Website

https://orthoex.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

1–10 employees

Short description

OrthoEx is a specialized medical device third-party logistics (3PL) firm providing warehousing, distribution, inventory management, loaner tray management, finance/billing, and importing services to medical device manufacturers from its ISO13485-certified facility in Scottsdale, Arizona.

Ownership category

akta.pro rank

Headquarters

HQ city

Scottsdale

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Operations, Personnel, Infrastructure, Technology or R&D, Marketing or Sales

Revenue model

1. Third-Party Logistics (3PL) Services: OrthoEx provides comprehensive logistics services including warehousing, distribution, inventory management, and back-office solutions for medical device manufacturers. Revenue is generated through service fees based on scope of services, inventory volume, shipment frequency, and customization requirements.
2. OrthoBooks Finance & Billing Services: Full-service financial management including invoicing, PO collection, financial reporting, sales tracking, cash collection and deposits for medical device manufacturers. Operates as OrthoBooks brand within OrthoEx.
3. National Loaner Program: Loaner tray management and express delivery services for orthopedic surgical instruments and implants, including tracking, return management, and cost-effective traceability.
4. Initial Importing Services: Custom clearance logistics through Dawa Medical partnership for international trade and FDA communication, ensuring compliance with complex customs procedures.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

OrthoEx is a medical device third-party logistics (3PL) provider offering temperature-controlled warehousing, distribution, and inventory management primarily for orthopedic and spinal implant manufacturers. The company delivers end-to-end services including initial importing, national loaner kit management, customer service, and finance/billing support, all underpinned by its proprietary Surgio Health tracking platform and OrthoBooks finance service. Founded in 2014 in Scottsdale, Arizona, it operates as a veteran-owned small business with ISO 13485 certification.

Product overview

OrthoEx is a specialized third-party logistics (3PL) firm serving the medical device industry. The company operates as a platform-plus-modules architecture centered around Surgio Health (inventory tracking software), OrthoBooks (finance and billing), and core logistics services including inventory management, warehousing and distribution, national loaners, customer service, and initial importing. The platform provides end-to-end supply chain solutions for medical device manufacturers, combining proprietary technology with operational services.

Differentiator

Problem solved

Functional benefit

Brands

• OrthoBooks: Finance and billing service brand providing full accounting support including billing, invoicing, collection, financial reporting, and sales tracking for medical device manufacturers.
• Surgio Health

Products and services

• Surgio Health

Named customers19 records

Segments3 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

One partnership is on record.

• Dawa MedicalcoreStrategic or Co-development PartnerOrthoEx partners with Dawa Medical for initial importing services, providing medical device manufacturers with market expertise, efficient import processes, and strategic relationships for entering new markets or expanding globally. This partnership ensures full compliance with complex customs procedures, FDA communication, and international trade regulations.

Scale indicators5 records

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• DHL Supply Chain (Life Sciences & Healthcare): Global 3PL with dedicated life sciences and healthcare vertical offering warehousing, distribution, and specialty logistics. Larger scale and broader capabilities but serves overlapping medical device OEM customers.
• Cardinal Health: Major medical products distributor with extensive medical device logistics, warehousing, and supply chain services. Overlaps with OrthoEx in serving medical device OEMs but operates at massive scale across broader healthcare segments.
• McKesson Medical-Surgical: Healthcare supply chain leader with medical device distribution and 3PL-adjacent services. Far broader portfolio and scale than OrthoEx but serves overlapping medical device customers.
• Medline: Largest privately-held medical supply manufacturer and distributor with extensive logistics capabilities. Touches OrthoEx's customer base but operates as a broad incumbent across many device categories.
• UPS Healthcare: UPS division dedicated to healthcare logistics including warehousing, distribution, and cold chain for medical devices and pharmaceuticals. Incumbent competitor with significant scale advantages but broader portfolio and less specialized orthopedic focus.
• Owens & Minor: Large medical/surgical supply distributor with warehousing, distribution, and supply chain capabilities serving medical device manufacturers and providers. Significantly larger scale and broader portfolio than OrthoEx.

Direct peers

• MD Logistics: Life sciences and medical device 3PL with warehousing, distribution, and reverse logistics services. Comparable specialty focus on medical device OEMs and similar mid-market positioning serving smaller manufacturers.
• BioTouch: Specialty medical logistics provider offering courier, distribution, and supply chain services for medical devices, specimens, and clinical materials. Overlapping customer base and similar healthcare-specialized positioning.
• LifeScience Logistics (LSL): Healthcare-focused 3PL offering warehousing, distribution, and value-added services to medical device and pharmaceutical manufacturers. Directly comparable niche focus, similar customer base of medical device OEMs, and overlapping service stack including temperature-controlled storage and inventory management.

Others

• Natures Sunshine Products - no - skip:

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about OrthoEx