David Stein

Director/Board Member at

Lynx Software Technologies, Inc.

Technology Services

Finance

Commercial Services

Profile

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.

David Stein active positions

Companies	Position	Start
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	Director/Board Member	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	Director/Board Member	01/06/2022
Netrix LLC Netrix LLC Information Technology ServicesTechnology Services Provides cybersecurity, cloud, application development and IT services	Director/Board Member	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	Director/Board Member	01/01/2019

All active positions of David Stein

Former positions of David Stein

Companies	Position	End
Redwood Logistics, LLC Redwood Logistics, LLC Packaged SoftwareTechnology Services Operates as a logistics platform company	Director/Board Member	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	Director/Board Member	02/01/2019
Epiphany Dermatology PA Epiphany Dermatology PA Medical/Nursing ServicesHealth Services Provides general dermatology, skin cancer care, surgery and cosmetic services	Director/Board Member	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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Linked companies

Private companies	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