Jeff Stein
Retired Partner
Jeff Stein is an experienced corporate lawyer with a diverse practice focused on the representation of technology, life science, consumer and other rapidly growing companies and their investors. He has completed transactions for companies at all stages of growth, from equity and debt offerings and acquisitions involving multibillion-dollar global enterprises to work for entrepreneurial technology and life sciences startups and their investors. Mr. Stein was member of the firm’s Mergers and Acquisitions and Emerging Companies and Venture Capital Practices.
Practice
Mr. Stein has represented rapidly growing public and private technology companies and their investors since 1983. He regularly advises boards of directors, management and investors with respect to the full range of issues facing investor-backed companies, including from company formation, seed round financing, multiple layers of series preferred financing, public equity and debt offerings, acquisitions, founder redemptions and exit transactions. His clients are in industries as diverse as digital media, FinTech, internet, semiconductor, medical devices, biotechnology, waste management, clean technology, agricultural cooperatives, social entrepreneurship and software, with financing transactions as small as initial seed capital rounds and as large as $4 billion and acquisitions as large as $2 billion. Mr. Stein has significant experience in public and private mergers and acquisitions, matters of SEC, NASDAQ and Sarbanes-Oxley compliance, corporate governance, and financing transactions including IPOs, PIPEs, Rule 144A convertible debt offerings and Rule 506 financings.
Mr. Stein is a graduate of Amherst College (BA, summa cum laude in economics) and Harvard Law School.
Professional Activities
Mr. Stein has been an adjunct professor in Corporate Finance at Boston College Law School. He speaks at events in New York and Boston on legal matters of interest to rapidly growing companies, including to the Columbia Business School Executive Education: "Venture Investing for Professional Athletes" program, the Cornell University eLab entrepreneurship incubator and to MBAs, computer science students and LLM candidates at Cornell Tech, and was a speaker for several years at Practicing Law Institute's annual program on legal issues in venture capital financings, which is broadcast to locations around the United States. Mr. Stein is a member of the Advisory Council for Entrepreneurship @ Cornell.
Extracurricular
Mr. Stein enjoys his time with his wife and three children. He also competes in marathons and triathlons, having been named a USA Triathlon All-American. He has participated in the 140.6 mile Hawaii Ironman competition in Kona, Hawaii and is a member of Team USA.
Experience
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- Representation of US currency paper manufacturer Crane Currency in $800 million sale
- Representation of WEX, Inc in various transactions, including
- Acquisition of Discovery Benefits, Inc. for $425 million plus retained equity interest
- Acquisition of Noventis
- Acquisition of Electronic Funds Source for $1.1 billion plus $400 million equity
- Representation of Casella Waste Systems in multiple transactions, including most recent $100 million follow-on public offering
- Representation of WebMD, Inc. and other digital publishers in various acquisition, investment and sale transactions
- Representation of major chemical company in corporate governance review associated with operating joint venture
- Representation of several publicly traded companies in PIPE, registered direct, Rule 144A convertible debt and strategic equity transactions
- Representation of numerous privately held technology companies in early-stage, bridge and late-stage venture capital transactions
- Representation of prominent family office in major investments in privately held technology and life sciences companies
- Representation of major publishing company in strategic private investments
- Representation of Oxford Instruments in acquisitions and dispositions of medical instrument companies
- Representation of publicly-traded broker dealer in corporate governance and related matters
- Representation of LoopPay (now SamsungPay payment system) in sale to Samsung
- Representation of US technology companies in cross-border financings with Chinese investors
Recognition
- Named a Thomson Reuters Stand-out Lawyer – independently rated and selected by clients
- Named to Boston Magazine’s inaugural Top Lawyers list in 2021 and 2022 in the area of corporate law, and regularly recognized by Boston Magazine as a "New England Super Lawyer" since 2004.
- Named to the 2018 Boston Founders' Short List as a resource for corporate law based on input from local startups.
- Recommended in the 2016 edition of The Legal 500 United States for his work in his M&A/Corporate and Commercial: Venture Capital and Emerging Companies practice.
Insights & News
Credentials
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Education
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JD, Harvard Law School, 1983
cum laude -
BA, Economics, Amherst College, 1980
summa cum laude Phi Beta Kappa
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Admissions
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Massachusetts
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New York
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Credentials
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Education
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JD, Harvard Law School, 1983
cum laude -
BA, Economics, Amherst College, 1980
summa cum laude Phi Beta Kappa
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Admissions
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Massachusetts
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New York
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