David Stein Overview

  • Primary Position
  • Partner

  • Primary Industry
  • Healthcare

  • Active Board Seats
  • 1

  • Med. Deal Size

  • Med. Valuation

David Stein General Information

Biography

Mr. David Stein serves as a Partner at OceanSound Partners. He serves as a Board Member at SMX. He served as Vice President at CI Capital Partners. Prior to CI, he worked as an Associate at Veritas Capital. Prior to joining Veritas in 2012, He worked as an investment banking analyst in the Financial Institutions Group at Bank of America Merrill Lynch. There, he focused on serving specialty finance companies, structuring and executing mergers and acquisitions, as well as numerous debt and equity capital offerings. He holds a BS in Economics & Finance from the University of Pennsylvania (Wharton).

Contact Information

Primary Position
Partner, OceanSound Partners
Education
University of Pennsylvania (Wharton), BS (Bachelor of Science)
Gender
Male
Email
ds
Phone
+1 (212)
Address
  • 450 Park Avenue
  • 22nd Floor
  • New York, NY 10022
  • United States
+1 (212)

David Stein Positions (1)

Firm name Firm type Title Location Industry Since
OceanSound Partners Investor Partner New York, NY PE/Buyout

David Stein Board Seats (1)

Company Industry Ownership Status Financing Status Location Since
SMX (Hollywood) IT Consulting and Outsourcing Privately Held (backing) Private Equity-Backed Hollywood, MD

David Stein Lead Partner on Deals (3)

David Stein has been the lead partner on 3 deals. Their latest deal was with Notisphere, a enterprise systems (healthcare) company. The deal was made on 21-Jan-2025.

Company Deal Date Deal Type Deal Size Deal Status Industry Location
Notisphere 21-Jan-2025 Buyout/LBO Completed Enterprise Systems (Healthcare) West Hollywood, CA
PAR Excellence Systems 03-Sep-2024 Completed Enterprise Systems (Healthcare) Cincinnati, OH
SMX (Hollywood) 06-Oct-2023 Completed IT Consulting and Outsourcing Hollywood, MD

David Stein Network (34)

Board Members (9)

Name Company Representing Location From
Patrick Peck SMX (Hollywood) Self Hollywood, MD
Jeffrey Kelly SMX (Hollywood) OceanSound Partners Hollywood, MD
SMX (Hollywood) Self Hollywood, MD
SMX (Hollywood) OceanSound Partners Hollywood, MD
SMX (Hollywood) Self Hollywood, MD

Portfolio Executives (24)

Name Company Role Deal date Location
Prasantha Jayakody Notisphere Executive, Technology 21-Jan-2025 West Hollywood, CA
Guillermo Ramas Notisphere Founder, Chief Executive Officer & Board Member 21-Jan-2025 West Hollywood, CA
PAR Excellence Systems Chief Executive Officer 03-Sep-2024 Cincinnati, OH
PAR Excellence Systems Chief Financial Officer & Senior Vice President 03-Sep-2024 Cincinnati, OH
PAR Excellence Systems Chief Technology Officer & Vice President 03-Sep-2024 Cincinnati, OH

Fund Team Members (1)

Name Investor Fund Fund Location
OceanSound Partners New York, NY

David Stein Affiliated Funds (1)

Fund Investor Fund Type Status Vintage Size Dry Powder IRR IRR Quartile
OceanSound Partners Fund II OceanSound Partners Buyout Closed 2023

David Stein FAQs

  • Who is David Stein?

    Mr. David Stein serves as a Partner at OceanSound Partners.

  • How much does David Stein typically invest?

    David Stein's median deal size is .

  • What is David Stein’s main position?

    David Stein’s primary position is Partner.

  • What are the contact details for David Stein?

    David Stein’s email address is ds and his phone number is +1 (212) .

  • How many active board seats does David Stein hold?

    David Stein holds a board seat in SMX (Hollywood).

Data Transparency

  • Meet our data hygiene team

    Discover how our experts ensure you’re getting the most accurate financial data in the industry.

    Read blog »

  • How PitchBook sources data

    Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.

    Discover our process »