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MUFG Union Bank Intrepid Managing Director – Software in Los Angeles, California


On January 1, 2019, MUFG Union Bank, N.A., acquired Intrepid Investment Bankers LLC. Intrepid provides M&A , capital raising and strategic advisory services to entrepreneurs and middle-market companies in various industry sectors . Based in Los Angeles, Intrepid breeds a culture that embraces teamwork, tenacity and creativity to win big for our clients . We believe that every company has an entrepreneurial passion that drives it and a story that defines it. Our team delivers results through skillful positioning and relentless execution. Intrepid’s M&A and Capital Markets advisory services complements the product and coverage capabilities of Union Bank to deliver a unique value proposition to business owners.

Union Bank is a regional bank with over 300 branches across California, Washington, and Oregon, that serves the needs of our clients in the areas of Consumer Banking, Wealth Markets, Commercial Banking, and Real Estate Industries. Union Bank, part of MUFG Union Bank, N.A., is a proud member of the Mitsubishi UFJ Financial Group (NYSE: MUFG), the world's the 5th largest financial group (as ranked by S&P Global, April 2020) with 180,000 colleagues in more than 50 countries. In the U.S., we’re 13,000 strong, working together to positively impact every client, organization, and community we serve.

Job Summary:

Managing Directors, are an important part of Intrepid deal teams, working closely with junior bankers and clients.

Major Responsibilities:

Managing Directors are involved in all phases of 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 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.).


The ideal candidate would possess the following:

  • 10 years of experience in sell-side M&A advisory

  • Minimum 5 years of Software Industry M&A experience.

  • Fundamental understanding of the software industry.

  • 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.

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 are proud to be an Equal Opportunity / Affirmative Action 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 in employment decisions on the basis of any protected category.

A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it’s the bank’s policy to only inquire into a candidate’s criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses.

Job: Corporate and Investment Banking (CIB)

Primary Location: CALIFORNIA-Los Angeles

Schedule Full Time

Shift Day

Req ID: 10040580-WD