Investment Banking Managing Director - Mergers & Acquisitions (M&A), Consumer and Retail
California
Before applying for this role, please read the following information about this opportunity found below.
USD 200,000 - 250,000
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.
Job Summary
Intrepid Investment Bankers is expanding nationally and seeking to hire a talented and experienced professional at the Managing Director level in our Consumer & Retail Group with a focus on delivering M&A advisory services to retail, eCommerce, luxury, apparel & footwear, healthy living, and consumer services companies.
The ideal candidate will be based in either our New York or Los Angeles office.
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 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.)
Qualifications
- 10-plus years of experience in sell-side M&A advisory
- Minimum 7 years of industry specific M&A
- Fundamental understanding of the consumer & retail industry with specific sub-sector focus
- 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
- Excellent computer, presentation drafting and formatting and organizational skills
- Ability to work comfortably in an unstructured environment
- Proactive attitude accustomed to taking initiative and solving problems
- FINRA Series 7, 63 or 79 license
The typical base pay for this role is $250K. This role may also be eligible for certain discretionary performance-based bonus and / or incentive compensation.
Additionally, our Total Rewards program provides colleagues with a competitive benefits package that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays.
MUFG Benefits Summary
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.
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