Overview
Russell N. Stein is Chair of the firm's Mergers & Acquisitions group, and a member of the firm's Corporate & Business and Hospitality Practice Groups.
Mr. Stein represents businesses in a variety of corporate, employment, and real estate matters, including business formation and structure, financings, mergers and acquisitions, shareholder agreements, as well as intellectual property and technology issues. He also assists family businesses with succession and estate planning matters.
Mr. Stein represents clients with both acquiring new businesses or the ultimate sale of their company, including extensive private equity sponsored transactions. He also advises technology companies on intellectual property and licensing issues and was the lead counsel for Harmonix Music Systems, developer of Guitar Hero and Rock Band, on its sale to Viacom/MTV. His practice also includes food distribution, and hospitality and retail services clients, including a number of growing restaurant chains.
Mr. Stein previously taught Business Planning for Boston University's Program for Financial Planners at Metropolitan College. He also has a background as a Certified Public Accountant in Massachusetts.
Mr. Stein is a frequently sought-after commentator in print, online and radio, as well as a speaker at business conferences and industry events.
ASSOCIATIONS & ORGANIZATIONS
- Boston, Massachusetts, New Hampshire and Rhode Island Bar Associations
- Congregation Mishkan Tefila - Board of Directors
- Boston Chapter of The Entrepreneurship Institute - Board of Directors
- New England Region of American Technion Society - Board of Directors
- Newton-Needham Chamber of Commerce - Board of Directors
- Jewish National Fund, New England Region, Board of Directors
HONORS & AWARDS
- Massachusetts Super Lawyers, Business/Corporate (2021-2024)
Representative Matters
- Served as legal counsel to Signet for Pavion Acquisition. Read more here.
- Served as legal counsel to Merrimack Valley Plastics for Envases USA acquisition: Client Merrimack Valley Plastics (MVP) of Methuen, Mass., was recently acquired by Envases USA. RIW served as legal counsel on the transaction, working closely with MVP to ensure a strategic and tax-efficient acquisition process. Read the full article here.
- Served as seller’s counsel for Privo IT, LLC in a major technology transaction. Full details here.
- $300M sale of a lumber company
- $260M acquisition of a software company
- $260M sale of a group of veterinary hospitals
- $130M sale of a medical device company
- $70M sale of a network security company
- $500M acquisition of chemical company
- $150M cross border sale/leaseback transaction in the transportation industry
- $135M merger of a private software company with a publicly held hardware company
- $135M debtor in possession retail revolving credit facility
- $40M sale of uniform manufacturer and rental company
- $36M acquisition of medical device company
- $35M sale of software company to publicly traded software company for stock and cash
- $32M sale of traditional manufacturing company
- $26M acquisition of automobile dealer and related real estate
- $25M acquisition of composite materials supplier to oil and gas exploration industry with operations in Texas, Massachusetts and United Kingdom
- $21M acquisition of automobile dealer and related real estate
- $20M sale of investor relations firm to worldwide advertising and public relations holding company
- $20M acquisition of limousine company
- $20M sale of business for metal fabrication and systems integration services to OEMs serving the electronics industry
- $20M sale of waste management business
- $20M sale of an instrumentation company to a financial buyer
- $20M merger between two manufacturers
- $15M investment by a venture capital firm in a software business
- $10M acquisition of chemical company
- $10M sale of lawn care business
- $10M revolving credit facility for toy retailer
- $8M acquisition of a managing general underwriter and claims administrator for self-insured group medical plan insurers
- $7M acquisition of global marketing consulting firm
- $6.5M acquisition of publishing company
- $5M purchase of a scientific instruments company
- $5M sale of retail college bookstore chain of 9 stores
- $4.9M private placement investment in an Internet service company
- $4M sale of a technology consulting company
Publications
- Three Things to Prepare for When Selling Your Company, (September 2024)
- At Your Service, Issue 3, (RIWs Retail, Food & Hospitality Newsletter) - Various Issues
Speaking Engagements
- Speaker: Restaurant Finance Monitor's National Restaurant Finance & Development Conference, Las Vegas (November 2016)
Testimonials
Client Quote
"Ruberto, Israel & Weiner is my go-to law firm…from the most important moments in my business life, to the day-to-day operational issues. Always available, on time, and on budget.
Their recent outstanding work on a complex acquisition is just one example of how their expertise and commitment to getting the deal done makes all the difference. When it counts, Russ, Howie, and the entire RIW team deliver." —Mark DeAngelis, Businessman. Entrepreneur, Filmmaker