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.
Brigham Young University - MBA & BS - Finance
FINRA - Series 24 General Securities Principal
FINRA - Series 7 & 63 Registered General Securities Representative