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 will complement the product and coverage capabilities of Union Bank to deliver a unique value proposition to business owners.
Union Bank is a regional bank with more than 350 offices across California, Washington, and Oregon, that provides offerings 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 2018) with total assets of over $2.9 trillion (106.2 (JPY) as of March 30, 2018) and 150,000 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.
Your primary activities will include: manage all aspects of the deal execution on the assigned deal teams, oversee the production of client deliverables, edit and draft the confidential information memorandum and client management presentation documents, oversee and develop, as needed, financial projections and deal analytics, manage daily client communication, and interface with prospective acquirers and institutional investors. The VP will be responsible for overseeing the support of all acquirer diligence and participate in negotiating key deal documents including NDAs, LOIs and definitive purchase agreements. The VP is also responsible for assisting the managing directors of the firm with business development and deal sourcing activities.
Responsibilities
Key responsibilities will include:
- Perform all key functions in managing engagements and client relationships
- Provide direction and assignment of tasks to colleagues and communicate with clients throughout the transaction process
- Design and develop workflows, analysis and presentations, often involving complex quantitative analysis and detailed financial models at various granularity levels to drive operational and transactional insights
- Provide quality control of client deliverables and lead the presentation of deliverables
- Perform detailed analysis and synthesize actionable insights from data sets and unstructured information sources
- Effectively communicate with team members on engagement status updates
- Actively participate in developing client relationships and other business development functions
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Draft marketing materials, such as blogs, industry reports, and other relevant industry trend articles
Qualifications:
- 5–8 years of sell-side/buy-side M&A advisory experience at an M&A focused, top-tier investment bank or recognized independent advisory firm
- Experience with private equity, M&A and transaction services, corporate finance
- Self-starter willing to work in an entrepreneurial, demanding and fast-paced environment
- Excellent written, presentation, leadership and interpersonal skills
- Strong technical skills in PowerPoint and Microsoft Excel
- Proficiency with S&P Capital IQ and online data room platforms
- Series 79 and 63 licenses are required
- Series 24 must be obtained within first year of hire
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.
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