Investment Banking Managing Director - Software & Services M&A

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

Job summary

A leading investment bank seeks an Investment Banking Managing Director for the Software & Services M&A group in San Francisco. The role involves managing teams, client relationships, and executing deals. Candidates should have significant experience in M&A advisory along with strong communication and analytical skills.

Benefits

Comprehensive health and wellness benefits

Retirement plans

Educational assistance and training programs

Paid maternity and bonding leave

Paid vacation, sick days, and holidays

Qualifications

• 15-plus years of experience in M&A advisory.
• Minimum 10 years of industry specific experience.
• FINRA Series 7, 24, 63 or 79 license required.

Responsibilities

• Managing client relationships and overseeing all client communication.
• Building relationships with deal referral sources and business owners.
• Overseeing due diligence processes and financial models.

Skills

Financial analysis

Modeling skills

Relationship building

Communication

Proactive attitude

Education

Outstanding academic credentials from a top tier school

Job description

Investment Banking Managing Director - Software & Services M&A

Join to apply for the Investment Banking Managing Director - Software & Services M&A role at MUFG

Investment Banking Managing Director - Software & Services M&A

3 weeks ago Be among the first 25 applicants

Join to apply for the Investment Banking Managing Director - Software & Services M&A role at MUFG

Get AI-powered advice on this job and more exclusive features.

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

• Industries

  Financial Services and Banking

Referrals increase your chances of interviewing at MUFG by 2x

Sign in to set job alerts for “Managing Director Investment Banking” roles.

VP - Equity Capital Markets (ECM) Banking - SAN FRANCISCO

San Francisco, CA $250,000.00-$275,000.00 3 weeks ago

Investment Banking Vice President - Digital Entertainment M&A

San Francisco, CA $170,000.00-$210,000.00 2 weeks ago

Oakland, CA $297,000.00-$371,250.00 6 days ago

Vice President, Technology Investment Banking - Software

Investment Banking - Equity Capital Markets, TMT - Vice President

Investment Banking Vice President, Technology - San Francisco

Investment Banking Director/VP - Enterprise Software (San Francisco, CA)

San Francisco, CA $200,000.00-$245,000.00 7 hours ago

Oakland, CA $180,000.00-$220,000.00 1 month ago

South San Francisco, CA $298,350.00-$368,550.00 1 month ago

Senior Managing Director, Northern California

San Francisco, CA $304,000.00-$320,000.00 2 weeks ago

VP, Consumer Credit & Financial Risk Management

Senior Managing Director, New Business Treaty Production, Reinsurance Solutions

San Francisco, CA $250,000.00-$350,000.00 3 days ago

Oakland, CA $180,000.00-$200,000.00 2 weeks ago

Asset & Wealth Management, External Investing Group (XIG), Imprint - Private Equity Manager Selection, Vice President

San Francisco, CA $125,000.00-$290,000.00 6 days ago

VP, Financial Consultant - Walnut Creek, CA

VP, Financial Consultant - San Ramon, CA

Senior Relationship Manager - Director -Managing Director

San Francisco, CA $160,000.00-$300,000.00 3 months ago

VP, Financial Consultant - San Mateo, CA

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.