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Morgan, Lewis & Bockius LLP

Mark Stein

Work 617 341 7757
Morgan, Lewis & Bockius LLP

Work Department

Business & Finance


Mark B. Stein is a partner in Morgan Lewis's Business and Finance Practice. Mr. Stein focuses his practice on mergers and acquisitions, private equity and venture capital transactions, and the general representation of operating companies. A significant portion of his practice involves the representation of private equity and venture funds focused on investments in the healthcare and life sciences sector, along with their portfolio companies. Mr. Stein has advised numerous institutional investors on portfolio investment and buy-out transactions, as well as investments in private equity funds. He has also advised numerous company clients on the issuance of equity and debt securities, and serves as outside general counsel to companies in a range of industries, including software and other information technologies, consumer products, B2B and B2C e-commerce applications, life sciences, health services and health information systems. As outside general counsel, Mr. Stein advises clients on a variety of commercial matters, including distribution, reseller, marketing and licensing agreements, commercial joint ventures, financial transactions and Board/shareholder governance. He also regularly represents clients in cross-border transactions and the establishment of multinational corporate structures. For more information, view Mr. Stein’s biography at


Prior to joining Morgan Lewis, Mr. Stein was a partner in the corporate practice of another international law firm. Before that, he was deputy executive director and, later, acting executive director of the Massachusetts Office of International Trade and Investment. Mr. Stein has also worked as a legislative assistant to a U.S. senator from New Hampshire and as a foreign service officer with the U.S. Department of State, where he served in the Bureau of Near Eastern and South Asian Affairs and at the U.S. Embassy in Ankara, Turkey. Mr. Stein speaks regularly on matters of interest to emerging and growth companies, including corporate finance strategies, corporate governance, mergers and acquisitions, and equity-based incentive compensation. He serves on the board of directors of several non-profit organizations, as well as the advisory board of Tuckerman Capital. Mr. Stein also serves as an advisor to the Dartmouth Entrepreneurial Network and the Barris Incubator at the Tuck School of Business, and is a member of the Boston and American Bar Associations.


Listed, Chambers USA: America's Leading Lawyers for Business (2010–2011, 2014); Listed, Legal Media Group's Life Sciences "Life Sciences Star" – Transactional (2013)


Harvard Law School, 1992, J.D., Magna Cum Laude; Dartmouth College, 1984, A.B., Magna Cum Laude

United States: M&A/corporate and commercial

Private equity buyouts

Within: Private equity buyouts

Morgan, Lewis & Bockius LLP has a fine record in the mid-market, thanks to prominent teams in Philadelphia, New York and Orange County. It has notable strength in specific areas such as energy, technology, life sciences, healthcare, retail, financial services and distressed investing. Team members 'act like true partners', 'are very hands on, accessible and commercial in their approach', are 'smart, efficient, good value for money, focus on the things that matter and explain them in clear English'. Clients include Apollo Global Management, Ares Management, Arsenal Capital Partners, Platinum Equity, Freeman Spogli & Co and Sun Capital Partners. The team is led by two experienced partners in Philadelphia's Barbara Shander, who is 'an  A+ lead partner', 'always available and thoughtful', 'manages the transaction process very well and is effective at winning the points that matter the most', along with Orange County-based James Loss, who is 'arguably one of the best M&A lawyers in the world', 'extremely knowledgeable from a legal point of view but also very commercial and practical'. Shander headed the group that advised Sun Capital Partners portfolio company Aclara Technologies, on its $1.1bn sale to Hubbell Power System while Loss led the team that advised Platinum Equity on its $2.1bn acquisition of Johnson & Johnson’s LifeScan business. In Boston, Mark Stein 'balances technical expertise with seasoned business judgment' and is recommended for healthcare and life sciences deals. New York's Alec Dawson is another key member of the team and Orange County partner Randall Wood is also praised by clients.

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