Investment Banking Associate - Industrials & Business Services M&A Advisory

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 some of the highest retention rates in the industry.

Intrepid is a specialty investment bank providing M&A, capital raising, and strategic advisory services to entrepreneurs, family-owned companies, private equity sponsors, and major corporations. We operate through dedicated banking teams with deep industry sector experience and over three decades of expertise. The firm is based in Los Angeles, with additional offices in San Francisco, New York, Chicago, and Charlotte. As the middle-market advisory arm of Mitsubishi UFJ Financial Group (NYSE: MUFG), one of the world's largest financial groups, we are committed to excellence.

The selected candidate will work at an MUFG office or client sites four days a week and remotely one day. A member of our recruitment team will provide further details.

We are expanding nationally and seeking a talented M&A Sell-side Associate to join our Industrials & Business Services Team in Charlotte, NC.

Responsibilities:

• Organize, review, and analyze due diligence processes and materials
• Develop valuation analyses and models (projections, LBO, DCF, public comparables, historical M&A transactions, etc.)
• Prepare comprehensive pitchbooks, information memoranda, management presentations, and marketing materials
• Compile prospective acquirer lists and contact potential acquirers
• Perform key steps in the sale execution process
• Support senior bankers in establishing and maintaining relationships with clients
• Interact with senior bankers to help build the firm through training, recruiting, and mentoring

Skills & Experience:

• Minimum of two years of sell-side M&A advisory and investment banking experience with a record of completed transactions in the Industrials and Business Services sectors
• Outstanding academic credentials from a top-tier school
• Critical thinking, process orientation, and strong attention to detail
• Excellent written and oral communication skills
• Highly proficient in financial analysis and modeling
• Proactive, results-oriented, team player with a can-do attitude
• Self-starter willing to work in a fast-paced, entrepreneurial environment
• Mature with the ability to collaborate effectively in a small team
• Proficiency with S&P Capital IQ, Pitchbook, Salesforce CRM, and online data room platforms
• FINRA Series 7, 63, or 79 license

Compensation & Benefits:

The typical base salary is $170K. Depending on role, productivity, and incentives, compensation may include a bonus up to 25% per transaction, subject to CEO approval. Our Total Rewards package offers comprehensive health and wellness benefits, retirement plans, educational assistance, disability income replacement, parental leave, paid vacation, sick days, and holidays. For details, please see our MUFG Benefits Summary .

We consider all qualified applicants, including those with criminal histories, in accordance with applicable laws and regulations. We are an Equal Opportunity Employer, committed to diversity and inclusion, and do not discriminate based on race, color, religion, gender, age, veteran status, disability, sexual orientation, or any other protected characteristic.

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