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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 novel coronavirus pandemic as well as downward pressures on oil prices have rippled through the global economy.  While the effect on demand is yet to be entirely realized, the pervasive impacts have disrupted chemicals supply chains, altered production capacities, and reduced raw material input costs.Read more

Merger and acquisition (M&A) activity has been robust in 2019, eclipsing 2018 total volume by 13.3%.  The uptick in announced or closed deal activity has been driven by an increasing number of divestitures of non-core business functions and unabated private equity (PE) appetite in the space.Read more

Merger and acquisition (M&A) activity in the Environmental, Health & Safety (EH&S) industry was robust in 2019 with 150 deals announced or completed. Capstone Headwaters expects deal activity in the industry to remain strong through 2020, supported by its recession resilience and buyers looking to expand market share.Read more