Investment Banking Managing Director - Head of Business & Financial Services

MUFG•Charlotte, NC

22h•Hybrid

About The Position

Intrepid Investment Bankers is expanding nationally and seeking to hire a talented and experienced Managing Director to launch and lead our Business & Financial Services practice. The practice will benefit from significant deal flow opportunities generated through the firm’s sponsor coverage, institutional referral relationships, and its parent company’s broad corporate and financial services network, with relationships spanning business services, financial services, legal services, insurance services, human capital management, education and training, real estate services, and other outsourced service sectors. 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.

Requirements

10-plus years of experience in sell-side M&A advisory
Minimum 5 years of industry specific M&A
Deep understanding of professional and financial services sectors
Extensive record and experience of originating and executing M&A transactions in business and financial services sectors
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 relationships
FINRA Series 7, 63 or 79 license, Series 24 preferred

Responsibilities

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.)