Investment Banking Managing Director - Software & Services M&A

Mitsubishi UFJ Financial Group; San Francisco (CA); Hybrid; USD 275,000 - 350,000; Full time

Job summary

A leading company is seeking an Investment Banking Managing Director in the Software & Services sector to drive business growth and client relationships. The role emphasizes team leadership, financial analysis, and strategic execution, with a competitive salary and comprehensive benefits package. This opportunity is ideal for experienced professionals looking to make a significant impact within a collaborative environment.

Benefits

Comprehensive health and wellness benefits

Retirement plans

Educational assistance and training programs

Paid vacation and sick days

Qualifications

• 15-plus years of experience in M&A advisory.
• Minimum 10 years of industry-specific experience.
• Fundamental understanding of the Software & Services industry.

Responsibilities

• Manage client relationships and oversee all client communication.
• Lead negotiations and strategy development.
• Oversee due diligence processes and materials.

Skills

M&A advisory

Financial analysis

Financial modeling

Team leadership

Communication

Education

Outstanding academic credentials from a top tier school

Job description

Investment Banking Managing Director - Software & Services M&A

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Investment Banking Managing Director - Software & Services M&A

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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 seeks to hire a talented and experienced professional at the Managing Director level in our Software & Services Group.

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 client relationships 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 due diligence processes and materials
• Overseeing the creation of financial models and valuation analyses and ultimately all collateral material used in the transaction process
• Managing the creation of comprehensive pitchbooks, information memoranda, management presentations and marketing materials
• Overseeing all key steps in the sale execution process and leading all negotiations and strategy development
• Assisting other bankers in firm building activities (training, recruiting, mentoring, etc.)

Skills & Experience :

• 15-plus years of experience in M&A advisory
• Minimum 10 years of industry specific experience
• Fundamental understanding of the Software & Services industry and sub-verticals
• 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
• Highly proficient financial analysis and modeling skills
• Significant level of maturity and the ability to work as part of a small team
• 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 relationships
• Ability to work comfortably in an unstructured environment
• Proactive attitude accustomed to taking initiative and solving problems
• FINRA Series 7, 24, 63 or 79 license

Compensation & Benefits :

The typical base for this role is $ 275,000 depending on job-related knowledge, skills, experience, and location. Depending on corporate title, role in the transaction, productivity, and type of incentive payout, participants can be eligible for compensation that includes a guaranteed salary against the variable incentive amount, that can range up to 25% per transaction, subject to final approval by the CEO of Intrepid. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and bonding leave, and paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below.

MUFG Benefits Summary

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.

We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws (including (i) the San Francisco Fair Chance Ordinance, (ii) the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, (iii) the Los Angeles County Fair Chance Ordinance, and (iv) the California Fair Chance Act) to the extent that (a) an applicant is not subject to a statutory disqualification pursuant to Section 3(a)(39) of the Securities and Exchange Act of 1934 or Section 8a(2) or 8a(3) of the Commodity Exchange Act, and (b) they do not conflict with the background screening requirements of the Financial Industry Regulatory Authority (FINRA) and the National Futures Association (NFA). The major responsibilities listed above are the material job duties of this role for which the Company reasonably believes that criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of conditional offer of employment, if any.

We are proud to be an Equal Opportunity Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual's associates or relatives that is protected under applicable federal, state, or local law.

Seniority level

Seniority level

Director

Employment type

Employment type

Full-time

Job function

Job function

Finance and Sales

Financial Services and Banking

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