Investment Banking Managing Director - Software & Services

Known for its unique entrepreneurial culture that values teamwork and transparency, Intrepid offers highly motivated individuals the opportunity to make meaningful contributions to client engagements and take on important leadership initiatives within the firm, resulting in a high level of job satisfaction while building a solid foundation for your career. Our culture values the development and well-being of our team-members and fosters strong camaraderie throughout the firm, resulting in what we believe is some of the highest retention rates in the industry.

Intrepid is a specialty investment bank and provides M&A, capital raising and strategic advisory services to entrepreneurs, family-owned companies, private equity sponsors and major corporations, through dedicated banking teams with deep industry sector experience and over three decades of experience. The firm is based in Los Angeles, with additional offices in San Francisco, New York, Chicago, and Charlotte. Intrepid is the middle-market advisory arm of Mitsubishi UFJ Financial Group (NYSE: MUFG), one of the largest financial groups in the world.

The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details.

Intrepid Investment Bankers is expanding nationally and seeking to hire experienced Managing Director for our Software & Services Group in Los Angeles, NYC, or San Francisco. Managing Directors will benefit from significant deal flow opportunities from the firm’s sponsor coverage, institutional referral relationships and its parent company’s coverage team with relationships spanning across many of the largest companies in the United States.

Intrepid’s Software & Services team specializes in delivering expert M&A advisory and capital-raising services tailored to the unique needs of the technology industry including Compliance Tech, Cybersecurity, Data & Analytics, Energy & Industrials Tech, Gov Tech, HCIT, HCM, Prop Tech, Sales Tech, Supply Chain & Logistics, Vertical Software + AI, and Tech-enabled Services. With deep sector expertise and a proven track record, we help clients across a wide range of software verticals navigate complex transactions and achieve their strategic goals.

Responsibilities Managing Directors are an important part of Intrepid deal teams, working closely with junior bankers and clients.  Managing Directors are involved in all phases of origination and execution including:

Building relationships with deal referral sources and business owners

Identifying, qualifying, and generating new prospect leads

Managing the client relationship and overseeing all client and counter-party communication

Leading a specific practice or product area, as applicable, and developing thought leadership in target sectors

Overseeing all aspects of the transaction

Assisting other bankers in firm building activities (training, recruiting, mentoring, etc.) Qualifications
10+ years of experience in sell-side M&A advisory

Minimum 5+ years of industry specific M&ADeep understanding of industry specific clients

Extensive record and experience of originating & executing M&A transaction in a specific industry group

Outstanding academic credentials from a top tier school

Team player willing to take an integral role in Intrepid’s growth

Excellent written and oral communications skills

Self-starter willing to work in an entrepreneurial, demanding, and fast paced environment

Ability to engage with prospects and intermediaries, develop relationships, and work seamlessly as a bridge for introducing other senior bankers into these relationshipsFINRA Series 7, 63 or 79 license, Series 24

The typical base pay for this role is $275,000 depending on…