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 what we believe are 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. Our dedicated banking teams have 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. 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 seeking to hire a talented M&A Sell-side Associate to join our Industrials & Business Services Team in Charlotte, NC.

Responsibilities:

• Organizing, reviewing, and analyzing due diligence processes and materials
• Developing valuation analyses and models (projections, LBO, DCF, public comparable, historical M&A transactions, etc.)
• Preparing comprehensive pitchbooks, information memoranda, management presentations, and marketing materials
• Compiling prospective acquirer lists and contacting acquirers
• Performing key steps in the sale execution process
• Supporting senior bankers in establishing relationships and maintaining direct contact with current and prospective clients
• Interacting with senior bankers to help build the firm (training, recruiting, mentoring, etc.)

Skills & Experience:

• Minimum of two years of sell-side M&A advisory and investment banking experience with a record of completed transactions from pitch to close in the Industrials and Business Services sectors
• Outstanding academic credentials from a top-tier school
• Demonstrated critical thinking, process orientation, and strong attention to detail
• Excellent written and oral communication skills
• Highly proficient financial analysis and modeling skills
• Proactive, results-oriented, can-do attitude, team player
• Self-starter willing to work in an entrepreneurial, demanding, and fast-paced environment
• Significant level of maturity and ability to work collaboratively as part of 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 pay for this role is $170K. 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, which can range up to 25% per transaction, subject to final approval by the CEO of Intrepid. Additionally, our Total Rewards program offers a comprehensive benefits package, including health and wellness benefits, retirement plans, educational assistance, income replacement for qualified employees with disabilities, paid maternity and parental leave, and paid vacation, sick days, and holidays. For more details, please see our MUFG Benefits Summary .

The statements above describe the general nature and level of work performed. They are not exhaustive of all responsibilities, duties, and skills required. We consider all qualified applicants, including those with criminal histories, in accordance with applicable laws and regulations, including the San Francisco Fair Chance Ordinance, Los Angeles Fair Chance Initiative, and others. We reserve the right to withdraw employment offers if criminal history is found to be relevant and adverse.

We are proud to be an Equal Opportunity Employer and committed to diversity. We do not discriminate based on race, color, national origin, religion, gender identity, sexual orientation, age, disability, or other protected statuses under law.

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