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David Bench

  • Managing Director
949-460-6431
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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

With the number of fatal occupational injuries increasing for three consecutive years, as reported by the Bureau of Labor Statistics,1 operators within a wide spectrum of industrial and...Read more

Impressive levels of merger and acquisition (M&A) activity in the Packaging industry through year-to-date (YTD) 2018 suggests that the industry remains in a consolidation phase following...Read more

With 195 US transactions announced or closed in the Chemicals industry during 2017, volume dipped slightly below the record level from 2016, but surpassed that of 2015. Public companies continue...Read more