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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

Capstone Headwaters has posted its 2019 Year in Review Packaging Coverage Report. The Packaging industry attracted significant merger and acquisition (M&A) activity from buyers who primarily targeted packaging product manufacturers (57.1% of deals) and service providers (33.6% of deals).  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

http://capstoneheadwaters.com/sites/default/files/Capstone%20Headwaters%20MRO%20Executive%20Summary%20-%20Q4%202019%20%282%29.pdfWith 111 transactions announced or completed in the MRO industry through year-to-date (YTD) 2019, deal activity has already eclipsed 2018 total volume.Read more