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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

Despite slowing global growth and trade tensions, U.S. chemical production remains strong, predominantly driven by low-cost feedstock availability and domestic end-market growth. Read more

The resilience of the Environmental, Health & Safety (EH&S) industry to recessionary forces given its ensured demand due to stringent government regulations provides the sector with favorable dynamics to further support heightened levels of merger & acquisition (M&A) activity.Read more

Capstone Headwaters’ has posted its Q3 2019 Personal Care Executive Summary which highlights key industry and merger and acquisition (M&A) trends. The utilization of social media has allowed independent (indie) personal care brands to target and engage large audiences at a relatively low direct-to-consumer (D2C) marketing cost, strengthening brand recognition and sales growth.Read more