Theodore Bernstein, JD, MBA, MPH
Managing Director

Theodore (“Ted”) Bernstein is a proven healthcare / life sciences, finance, and lawyer-business leader. He brings to Chapman Associates more than 25 years of deal-making, executive management, and Wall Street experience. Ted’s focus at Chapman is to provide value-added M&A services to clients in the healthcare and business services industries on a nationwide basis.

Prior to joining Chapman Associates, Ted served as Managing Partner of N-Squared Growth Capital, a New York-based private equity firm focused primarily on healthcare services and technology / business services. In that role, he concentrated on opportunity origination, deal negotiation and execution, due diligence, regulatory matters, capital sourcing, and managing operating partner and subject matter expert relationships.

In addition to his transaction expertise, Ted has extensive investing know-how as a principal, portfolio manager, and securities analyst gained at several hedge funds, including Avenue Capital Group. Prior to his buy-side work in alternative asset management, Ted was a Managing Director at Wasserstein Perella & Co., where he provided sell-side research coverage of the healthcare universe and selected retailers to institutional investors. In recognition of his high quality investment research, Ted earned #1 rankings from Institutional Investor for a number of consecutive years. Before entering his career in finance and investing, Ted acquired significant transaction acumen as an attorney, primarily at Skadden, Arps, Slate, Meagher & Flom, where he concentrated on financing healthcare and technology enabled companies through the public markets.

Ted began his operating executive career in healthcare as an Administrative Fellow at Massachusetts General Hospital. During his tenure at MGH, Ted was in charge of multiple management responsibilities in major clinical and non-clinical areas, including inpatient medical and surgical units, Outpatient Services, the Department of Nursing, the CFO’s office, Admissions, the Office of the General Counsel, the CIO’s office, and Patient Ombudsman.

Recently, Ted served as a Part-Time Professor of Practice at the James E. Rogers College of Law at the University of Arizona, where he taught mergers and acquisitions.

A native of West Virginia and the son of two physicians, Ted is a graduate of both the University of Chicago’s Law School (JD) and Booth School of Business (MBA – Finance), Yale University´s School of Public Health (MPH – Healthcare Management), and The Johns Hopkins University (BA – Natural Sciences).

Ted is based in Stamford, Connecticut and represents buyers and sellers throughout the United States.

Industry practice groups:

  • Healthcare
  • Business Services

Contact information
Telephone (312) 877-2293
Fax (847) 884-0218

E-Mail: tbernstein@chapman-usa.com