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David Bench

  • Managing Director
949-734-7888
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Biography

David is a Managing Director based out of Orange County, CA.  Prior to Capstone Headwaters, David managed the Western region for Morgan Stanley Smith Barney’s Capital Strategies Group and its predecessor, Citi Capital Strategies.  David has focused on middle market investment banking for 30+ years and has been the lead banker in over 250 M&A transactions involving both domestic and foreign corporate buyers, as well as leveraged recaps with private equity sponsors.  His areas of focus include manufacturing and industrials (products and services) and business services.  His achievements in the investment banking industry have gained him national recognition by the M&A Advisor.

Education

Brigham Young University - MBA & BS - Finance

Registrations & Affiliations

FINRA - Series 24 General Securities Principal

FINRA - Series 7 & 63 Registered General Securities Representative

Industry Coverage

The Personal Care Products & Service industry has seen significant shifts in consumer preferences, in tandem with the entire Consumer Products market. Companies that have leveraged these...Read more

Though tempered relative to that of the previous two years, merger and acquisition (M&A) activity in the Chemicals industry remained healthy during 2018. With 182 transactions announced or...Read more

From both an industry growth and merger and acquisition (M&A) standpoint, 2018 was a monumental year for the Packaging industry. Rising levels of consumer spending and e-commerce sales have...Read more