Let’s get started
By clicking ‘Next’, I agree to the Terms of Service
and Privacy Policy, and consent to receive emails from Rise
Jobs / Job page
Investment Banking Managing Director - Software & Services M&A image - Rise Careers
Job details

Investment Banking Managing Director - Software & Services M&A

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.

Average salary estimate

$275000 / YEARLY (est.)
min
max
$275000K
$275000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

Similar Jobs

MUFG is looking for a Vice President to lead and enhance operational risk frameworks across the enterprise in a hybrid working environment.

MUFG is looking for a Cyber Security Project Specialist to lead penetration testing engagements and improve security posture in a hybrid work model.

Photo of the Rise User
Posted 9 days ago
Inclusive & Diverse
Empathetic
Collaboration over Competition
Growth & Learning
Transparent & Candid
Medical Insurance
Dental Insurance
Mental Health Resources
Life insurance
Disability Insurance
Child Care stipend
Employee Resource Groups
Learning & Development

Lead the global model risk governance efforts at American Express, overseeing compliance, validation, and risk management to drive model excellence and regulatory adherence.

QVC Hybrid USA, PA, West Chester
Posted 6 days ago

QVC Group is looking for a Strategic Pricing Planner to drive analytics and pricing strategy enhancements supporting retail profitability and customer experience.

Explore a dynamic finance and accounting internship with Travelers in Hartford, CT, designed to build your technical skills and professional expertise while preparing you for future full-time opportunities.

Photo of the Rise User
The Trade Desk Hybrid San Buenaventura, California, United States
Posted 12 days ago

The Trade Desk is hiring a Revenue Reporting Manager to lead revenue reporting, analysis, and operational improvements in their Ventura, CA office.

Longbridge Financial Hybrid 61 S Paramus Rd, Paramus, NJ 07652, USA
Posted 6 days ago

Join Longbridge as a Funding Specialist in Paramus, NJ, where you'll ensure compliance and accurate loan funding in a collaborative and supportive environment.

East Penn seeks a Finance Systems Administrator to ensure efficient financial reporting and system management using OneStream and Microsoft Dynamics 365 BC within a stable, employee-focused environment.

Photo of the Rise User
Citi Hybrid Chicago Illinois United States
Posted 14 days ago
Inclusive & Diverse
Rise from Within
Mission Driven
Diversity of Opinions
Work/Life Harmony

Experienced Wealth Relationship Manager needed to cultivate and expand high-value client relationships at Citi’s Chicago Mag Mile office.

Photo of the Rise User
Posted 6 days ago

Penn Capital is looking for a seasoned Research Analyst to perform in-depth credit and equity market analyses to support investment decisions within their portfolio team.

MUFG is seeking a Vice President to lead its Liquidity Regulatory Reporting team, ensuring compliance with U.S. liquidity regulations and driving process improvements.

Analytic Services Inc Hybrid Arlington, Virginia, United States
Posted 4 hours ago

ANSER seeks a Finance Director to lead enterprise-wide financial strategy and analysis supporting growth initiatives and government contracting compliance.

Posted 12 days ago

PNC Investments is hiring a Financial Advisor in Atlanta, GA to deliver tailored financial advice and build client relationships within a collaborative branch network.

Photo of the Rise User
Baxter Hybrid Deerfield, Illinois
Posted 6 days ago

Lead financial planning and analysis systems at Vantive to support transformative organ therapy innovations and enhance patient care.

Photo of the Rise User
Posted 24 hours ago

Financial Planning Analyst opportunity at a boutique investment firm delivering tailored financial advice and research-driven asset management.

MATCH
Calculating your matching score...
FUNDING
DEPARTMENTS
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
No info
HQ LOCATION
No info
EMPLOYMENT TYPE
Full-time, hybrid
DATE POSTED
April 9, 2025

Subscribe to Rise newsletter

Risa star 🔮 Hi, I'm Risa! Your AI
Career Copilot
Want to see a list of jobs tailored to
you, just ask me below!