Mark Stein, Senior Partner

Mark is a founder and Senior Partner at GRAPH Strategy (www.GRAPHstrategy.com). Mark has been working in professional services sector since 1990 and has been providing strategy guidance for leading corporations and private equity clients and portfolio companies for 17 years.

While Mark has addressed sundry strategy topics over his career, Mark has dedicated himself to supporting front-end decision making and analysis of commercial prospects that is central to acquiring companies and making investments in growth opportunities. Mark invested his creative energies in developing intellectual capital to help clients effectively frame problems, and drive analyses and smart conclusions. Mark co-developed, along with his business partners James Tetherton and Jeff Merkle a seminal guide - Diligence | Matters - to conducting commercial due diligence.

Mark has covered a broad range of industries and deeply believes in the power of the common basis of business fundamentals (e.g., identifying needs, developing value propositions that marry up with attractive segments, generating demand, and fulfilling expectations) that carry across sectors, the art of investigation and pattern recognition, and the commercial potential that can be unleashed with business model innovation derived from empathetic-rooted design thinking.

Mark’s has specialized on supporting clients who are making decisions based on the commercial prospects of an acquisition candidate and larger investments in commercial expansion. Mark brings an analytical mindset that draws from a deep appreciation for effective investigation, discovery and construction (of the investment thesis and the business plan).

Mark interrupted his consulting career from 1999 to 2002 wherein he co-founded, and served as co-CEO and Chief Development Officer at Brivo, the first multi-tenant SaaS application in the physical security industry. In his role, leading Brivo’s product development, Mark worked closely with Brivo’s development partner and earliest institutional investor – IDEO – a partner that took Mark “to school” and a journey of discovery on the science of design-thinking and the technical requirements associated with product and service development.

Mark has also maintained an interest in understanding the human capital constraints and greater potential that resides in management of the team and co-authored the book “Successful Onboarding, A Strategy to Unlock Hidden Value Within Your Organization”, published by McGraw-Hill in 2010.

Mark maintains a lifetime of great appreciation for the companies and the people that veer and make the “never considered” into the “much admired.” Participating in that value creation cycle with talented team members and clients has become the foundation of Mark’s professional life.

Prior to GRAPH, Mark was a Senior Vice President at Kaiser Associates, and served as Managing Director of the company’s North America business, and founded and managed the firm’s Private Equity and M&A practice from 2008 through 2017.

Mark lives outside of Washington DC with his wife Lisa, and three daughters, two-dogs, two-cats and two-guinea pigs – the collection of which effectively stole his heart and attention away from pursuing careers on the PGA tour and being on-stage with his favorite Rock and Roll bands.

Mark holds a BA from the George Washington University School of Business.

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