MUFG Union buys Intrepid Investment Bankers
Summary
“We have shared a collaborative and productive relationship with this prestigious firm and its founding partners for more than 20 years and have seen the deep expertise and tremendous value they deliver to entrepreneurs and middle market companies. “As it grows, every successful business needs to access capital, make strategic acquisitions, use sophisticated financial and treasury management services, and ultimately deliver liquidity to its shareholders with expert wealth and generational transfer planning. “The reason I am thrilled about joining the MUFG Union Bank platform is the opportunity to help create the most trusted financial institution with the breadth of expertise and capabilities to become the indispensable resource for entrepreneurs in value defining decisions throughout the lifecycle of their business,” said Bagdasarian. Over the past two years, the team has significantly expanded its reach into new specialty market niches, including healthcare and technology, adding to its longstanding expertise in not-for-profit, agriculture and wineries, while maintaining outstanding portfolio quality. Based in Los Angeles, Intrepid augments its international capabilities through its active participation in Oaklins, an exclusive global alliance of M&A advisory firms.