Mark B. Stein

His background includes counseling institutional investors on portfolio investment and buy-out transactions and investments in private equity funds, as well as carve-outs, divestitures and asset acquisitions. Mark serves as outside general counsel to companies across a range of industries, including information technology, software, life sciences, healthcare, financial services technology, consumer products, and e-commerce. Clients also turn to him for assistance with a variety of commercial matters, from distribution and licensing agreements to joint ventures and financial transactions.

Active on the boards of several nonprofits, Mark currently serves on the board of directors of Jewish Vocational Services of Boston. He advises the Dartmouth Entrepreneurial Network and the Barris Incubator at the Tuck School of Business at Dartmouth.

Before entering private practice, Mark worked in government service. He held the positions of deputy executive director and acting executive director of the Massachusetts Office of International Trade and Investment. He also served as legislative assistant to a US senator from New Hampshire and worked as a Foreign Service officer with the US Department of State, where he served in the Bureau of Near Eastern and South Asian Affairs and at the US Embassy in Ankara, Turkey. 

Mark is proficient in Turkish, French, and Russian.

• The Predictive Index in its acquisition of Charma, a performance management tool that simplifies people and team management
• SV Health Investors in its investment of Innovative Consulting Group, a vendor agnostic healthcare IT consulting firm that supports customers throughout the EHR project lifecycle, including planning, design and build, training, go-live and optimization as well as legacy system support
• AcadiaSoft, a provider of automated uncleared margin processing and integrated risk and optimization services for the global derivatives community, in its sale to London Stock Exchange Group plc
• TruSight Solutions, a provider of credit ratings, benchmarks and analytics, in its sale to S&P Global
• Nordic Consulting Partners, a global health and technology consulting company that partners with health leaders around the world to create healthier systems, businesses, and people, in its sale to Accrete Health Partners
• SV Health Investors in the $18 million Series A financing of Ria Health, a telehealth provider specializing in alcohol use disorder treatment
• Premier Orthopaedics, a provider of a full spectrum of orthopaedic services, in its sale to Healthcare Outcomes Performance Company
• Bullhorn in its acquisition of Able, a longstanding Bullhorn Marketplace partner and the provider of market-leading candidate engagement and onboarding solutions
• HLM Ventures in the acquisition of a majority stake in U.S. Medical Management, LLC, a family of companies dedicated to providing high-quality, coordinated healthcare in the home, from Centene Corporation
• Avitide, a chromatography developer with diverse affinity ligand libraries and best-in-class ligand-to-resin development timelines, in its $150 million sale to Repligen Corporation
• CRA Health, LLC, a breast cancer risk assessment company spinoff from Massachusetts General Hospital, in its sale valued up to $22 million, to Volpra Health.  Buyer is Volpara Health Technologies Limited. We represented the selling stockholders of CRA. Stock deal. Cash consideration. Only deal attribute was an earn-out. Base price was $18 million, $4 million earn-out.
• AcadiaSoft Inc., a provider of margin automation solutions for counterparties engaged in collateral management in the worldwide derivatives industry, in its acquisition of Quaternion (Ireland), a capital markets consulting and software company. Stock deal, Cash consideration. We represented Acadiasoft as Buyer. Only deal attribute was earn-out. $7.5 million base purchase price plus $12.5 million earn-out.
• CarGurus in its acquisition of PistonHeads, a UK automotive website
• Artemis Capital Partners in its acquisition of Superior Technical Ceramics, an innovator in advanced ceramic technologies
• AcadiaSoft in its sale of minority interest to London Stock Exchange
• Schweiger Dermatology Group, a dermatology and cosmetic surgery practice, in its $100 million investment by LNK Partners
• Vets First Choice, a provider of technology-enabled health care services with a sole focus on animal health, in its merger with the Animal Health division of Henry Schein to form Covetrus
• Bullhorn in its acquisition of Talent Rover, recruitment software built on the Salesforce platform
• Bullhorn in its acquisition of Jobscience, a provider of recruitment software built on the Salesforce platform
• Maestro Health, an employee health and benefits solution provider, in its sale to AXA Group