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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

Favorable end-market dynamics continue to serve as a catalyst for the Maintenance, Repair & Operations industry (MRO), as the demand for MRO products and services tends to move in unison...Read more

Despite sensitive economic factors, such as rising tariffs and NAFTA related hurdles, merger and acquisition activity in the Chemicals industry remains unabated. Unstable trade policies...Read more

Expanding US e-commerce sales, growing 15.4% year-over-year in Q2 2018 according to the most recent US Census Bureau report, have increased demand for packaging products and services....Read more