Profil
David M.
Stein currently works at Smartronix LLC, as Director from 2019, Lynx Software Technologies, Inc., as Board Member from 2022, Trident Technologies LLC, as Board Member from 2019, Netrix LLC, as Board Member from 2020, and OceanSound Partners LP, as Partner from 2025.
Mr. Stein also formerly worked at VERITAS Capital Advisors LLC, as associate from 2012 to 2015, CI Capital Partners LLC, as Vice President from 2015 to 2019, Veritas Capital Fund Management LLC, as Associate, Merrill Lynch, Pierce, Fenner & Smith, Inc., as Analyst in 2011, Redwood Logistics, LLC, as Board Member from 2017 to 2019, Hero Digital LLC, as Board Member from 2017 to 2019, Epiphany Dermatology PA, as Board Member from 2017 to 2019, and Merrill, as Investment analyst from 2009 to 2012.
Mr. Stein received his undergraduate degree from The Wharton School of the University of Pennsylvania.
Postes actifs de David Stein
| Sociétés | Poste | Début |
|---|---|---|
OceanSound Partners LP
OceanSound Partners LP Investment ManagersFinance OceanSound Partners invests in middle market companies located in North America with an enterprise value of up to USD 750 million. The firm focuses on technology and technology-enabled services companies. It participates primarily in founder-owned, carve-out, and public-to-private transactions. It acquires control interest. | Private Equity Investor | 01/01/2019 |
Smartronix LLC
Smartronix LLC Data Processing ServicesTechnology Services Provides cloud, digital transformation and IT services | Directeur/Membre du Conseil | 01/01/2019 |
Lynx Software Technologies, Inc.
Lynx Software Technologies, Inc. Information Technology ServicesTechnology Services Engages in developing, deploying and maintaining platform with software solutions | Directeur/Membre du Conseil | 01/06/2022 |
Netrix LLC
Netrix LLC Information Technology ServicesTechnology Services Provides cybersecurity, cloud, application development and IT services | Directeur/Membre du Conseil | 01/01/2020 |
Trident Technologies LLC
Trident Technologies LLC Information Technology ServicesTechnology Services Provides software development, engineering, programmatic support, data integration, systems development, enterprise architecture, material procurement and meteorological services | Directeur/Membre du Conseil | 01/01/2019 |
Anciens postes connus de David Stein
| Sociétés | Poste | Fin |
|---|---|---|
Redwood Logistics, LLC
Redwood Logistics, LLC Packaged SoftwareTechnology Services Operates as a logistics platform company | Directeur/Membre du Conseil | 02/01/2019 |
Hero Digital LLC
Hero Digital LLC Information Technology ServicesTechnology Services Operates as an AI-native design and technology firm that designs, develops, and optimizes brand and commerce websites, apps and platforms | Directeur/Membre du Conseil | 02/01/2019 |
Epiphany Dermatology PA
Epiphany Dermatology PA Medical/Nursing ServicesHealth Services Provides general dermatology, skin cancer care, surgery and cosmetic services | Directeur/Membre du Conseil | 02/01/2019 |
CI Capital Partners LLC
CI Capital Partners LLC Investment ManagersFinance CI Capital Partners invests in lower and middle market companies located in North America with a enterprise value of USD 11 billion. The firm targets companies operating in the fields of outsourced business, residential, healthcare, government, distribution and logistics services. It provides financing in the form of equity and debt for growth, add-on acquisitions and buyout capital requirements with an investment size of USD 10 - 150 million. | Private Equity Investor | 02/01/2019 |
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Formation de David Stein
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 14 |
|---|---|
Lynx Software Technologies, Inc.
Lynx Software Technologies, Inc. Information Technology ServicesTechnology Services Engages in developing, deploying and maintaining platform with software solutions | Technology Services |
Trident Technologies LLC
Trident Technologies LLC Information Technology ServicesTechnology Services Provides software development, engineering, programmatic support, data integration, systems development, enterprise architecture, material procurement and meteorological services | Technology Services |
VERITAS Capital Advisors LLC
VERITAS Capital Advisors LLC Miscellaneous Commercial ServicesCommercial Services Provides consulting and financial advisory services | Commercial Services |
CI Capital Partners LLC
CI Capital Partners LLC Investment ManagersFinance CI Capital Partners invests in lower and middle market companies located in North America with a enterprise value of USD 11 billion. The firm targets companies operating in the fields of outsourced business, residential, healthcare, government, distribution and logistics services. It provides financing in the form of equity and debt for growth, add-on acquisitions and buyout capital requirements with an investment size of USD 10 - 150 million. | Finance |
Veritas Capital Fund Management LLC
Veritas Capital Fund Management LLC Investment ManagersFinance Veritas Capital invests in companies located in the United States. The firm targets companies operating in aerospace & national security, healthcare, education, infrastructure, energy and financial technology sectors. It provides financing for buyout stage capital requirements. | Finance |
Smartronix LLC
Smartronix LLC Data Processing ServicesTechnology Services Provides cloud, digital transformation and IT services | Technology Services |
Netrix LLC
Netrix LLC Information Technology ServicesTechnology Services Provides cybersecurity, cloud, application development and IT services | Technology Services |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
The Wharton School of the University of Pennsylvania
The Wharton School of the University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Redwood Logistics, LLC
Redwood Logistics, LLC Packaged SoftwareTechnology Services Operates as a logistics platform company | Technology Services |
Hero Digital LLC
Hero Digital LLC Information Technology ServicesTechnology Services Operates as an AI-native design and technology firm that designs, develops, and optimizes brand and commerce websites, apps and platforms | Technology Services |
Epiphany Dermatology PA
Epiphany Dermatology PA Medical/Nursing ServicesHealth Services Provides general dermatology, skin cancer care, surgery and cosmetic services | Health Services |
OceanSound Partners LP
OceanSound Partners LP Investment ManagersFinance OceanSound Partners invests in middle market companies located in North America with an enterprise value of up to USD 750 million. The firm focuses on technology and technology-enabled services companies. It participates primarily in founder-owned, carve-out, and public-to-private transactions. It acquires control interest. | Finance |
Merrill
Merrill Real Estate DevelopmentFinance Operators of Nonresidential Buildings | Finance |
















