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.
In this business development role, the MD will be tasked with dynamically growing MUFG's market share in the technology and software sectors, via new client acquisition in the leveraged finance space, as well as by cross selling the bank's robust global corporate and investment banking product platform. The candidate will have deep knowledge of the software sectors in which MUFG private equity clients invest and will have an established network of contacts within the industry (private equity sponsors, investment banks, law firms, etc) from which to source new business opportunities. The candidate will also need to have experience financing M&A transactions in the software sector, including broadly syndicated leveraged loans, term loan A, private credit and ARR-based financings. The candidate must also have a developed view of sectors within software, including the implications of AI on their business models.
The MD for this role will be responsible for managing and growing the software and broader technology sponsor finance practice and will help identify and drive left lead financing opportunities in both private credit and syndicated financing opportunities
Responsibilities:New Business Development
- Deep working knowledge of the technology and software sectors with a broad history of transaction success, M&A financing and underwriting leveraged loan and private credit transactions
- Grow relationships with existing MUFG software private equity clients.
- Identify, qualify, and create new technology and software clients within the leverage finance sector.
- Become leader in the sector, including advising, arranging, and agenting marquee transactions in the sector by leveraging your sector expertise and MUFG's Global Corporate & Investment Banking Platform.
- Work closely with MUFG's sponsor coverage bankers and leverage your industry relationships (including private equity sponsors, investment banks, law firms, accounting firms, business brokers) to source new business opportunities to drive dynamic growth in the business.
- Represent, and ideally present, MUFG at industry conferences to build market awareness around MUFG's tech and software business
- Goals will be heavily weighed on new business and fee generation
Cross-Selling Additional Bank Products
- Drive revenue and increased profitability by creating multi-faceted relationships with clients, leveraging MUFG's world class platform of corporate, investment banking and markets products, both in the US and Globally.
- Coordinate with MUFG's product leaders to deliver comprehensive and creative client solutions in areas including M&A finance, leveraged capital markets, rate and currency hedging, working capital solutions (trade & supply chain finance), securitization (ARS, warehouse & ABS), leasing, project finance, treasury services, and a truly global corporate and investment banking network.
- Additionally, work closely with MUFG owned Intrepid Investment Bank on potential M&A activity and strategic advisory roles.
Manage Credit Risks to protect the Bank's Balance Sheet
- This role is strategic in nature and as such the senior banker should utilize bank capital in an effective manner that will meet the Bank's return hurdles and credit appetite
- Must have experience helping underwrite and structure private credit and or leveraged loans for software transactions
- Must be a subject matter expert in underwriting risk in the software and broader technology sectors.
- Must have experience in tech M&A financing and have a view on valuations.
Other Responsibilities
- Identify opportunities to connect MUFG senior management to senior finance and treasury executives at target companies
- Supervise, as necessary, junior staff members in daily transactions
- Perform duties and participate in special projects as required
We require:- A Bachelor's degree or equivalent level of related work experience, with an advanced MBA degree preferred
- A minimum of 15+ years Investment banking and finance experience, business origination, M&A, credit and product training, preferably with money center banks or Boutique M&A Software banks and with 5+ years focused on Tech and Software. Deep experience in leveraged lending / LBO financing is A+
- A well-developed network of professional peers, client contacts and a track record of achievements with prior origination assignments
- Subject matter expertise in corporate finance
- Advanced knowledge of credit analysis
- FINRA Licenses: Series 63, 79
The typical
base pay range for this role is between $275k-$400k depending on job-related knowledge, skills, experience and location. 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 (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 parental bonding leave, and paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below.
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.
