Managing Director, Technology and Software Sponsor Coverage

MUFG•San Francisco, CA

2d•Hybrid

About The Position

Do you want your voice heard and your actions to count? Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world’s leading financial groups. Across the globe, we’re 150,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world. With a vision to be the world’s most trusted financial group, it’s part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career. Join MUFG, where being inspired is expected and making a meaningful impact is rewarded. 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. In this business development role, the MD will be tasked with dynamically growing MUFG’s market share in the technology and software sectors, via new client acquisition in the leveraged finance space, as well as by cross selling the bank’s robust global corporate and investment banking product platform. The candidate will have deep knowledge of the software sectors in which MUFG private equity clients invest and will have an established network of contacts within the industry (private equity sponsors, investment banks, law firms, etc) from which to source new business opportunities. The candidate will also need to have experience financing M&A transactions in the software sector, including broadly syndicated leveraged loans, term loan A, private credit and ARR-based financings. The candidate must also have a developed view of sectors within software, including the implications of AI on their business models. The MD for this role will be responsible for managing and growing the software and broader technology sponsor finance practice and will help identify and drive left lead financing opportunities in both private credit and syndicated financing opportunities

Requirements

A Bachelor's degree or equivalent level of related work experience, with an advanced MBA degree preferred
A minimum of 15+ years Investment banking and finance experience, business origination, M&A, credit and product training, preferably with money center banks or Boutique M&A Software banks and with 5+ years focused on Tech and Software.
Deep experience in leveraged lending / LBO financing is A+
A well-developed network of professional peers, client contacts and a track record of achievements with prior origination assignments
Subject matter expertise in corporate finance
Advanced knowledge of credit analysis
FINRA Licenses: Series 63, 79

Responsibilities

New Business Development
Deep working knowledge of the technology and software sectors with a broad history of transaction success, M&A financing and underwriting leveraged loan and private credit transactions
Grow relationships with existing MUFG software private equity clients.
Identify, qualify, and create new technology and software clients within the leverage finance sector.
Become leader in the sector, including advising, arranging, and agenting marquee transactions in the sector by leveraging your sector expertise and MUFG’s Global Corporate & Investment Banking Platform.
Work closely with MUFG’s sponsor coverage bankers and leverage your industry relationships (including private equity sponsors, investment banks, law firms, accounting firms, business brokers) to source new business opportunities to drive dynamic growth in the business.
Represent, and ideally present, MUFG at industry conferences to build market awareness around MUFG’s tech and software business
Goals will be heavily weighed on new business and fee generation
Cross-Selling Additional Bank Products
Drive revenue and increased profitability by creating multi-faceted relationships with clients, leveraging MUFG’s world class platform of corporate, investment banking and markets products, both in the US and Globally.
Coordinate with MUFG’s product leaders to deliver comprehensive and creative client solutions in areas including M&A finance, leveraged capital markets, rate and currency hedging, working capital solutions (trade & supply chain finance), securitization (ARS, warehouse & ABS), leasing, project finance, treasury services, and a truly global corporate and investment banking network.
Additionally, work closely with MUFG owned Intrepid Investment Bank on potential M&A activity and strategic advisory roles.
Manage Credit Risks to protect the Bank’s Balance Sheet
This role is strategic in nature and as such the senior banker should utilize bank capital in an effective manner that will meet the Bank’s return hurdles and credit appetite
Must have experience helping underwrite and structure private credit and or leveraged loans for software transactions
Must be a subject matter expert in underwriting risk in the software and broader technology sectors.
Must have experience in tech M&A financing and have a view on valuations.
Other Responsibilities
Identify opportunities to connect MUFG senior management to senior finance and treasury executives at target companies
Supervise, as necessary, junior staff members in daily transactions
Perform duties and participate in special projects as required