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Diamond partnerMergers & AcquisitionsPartner since 2026

Intrepid Investment Bankers

Middle-Market Investment Bank

Outsized results require vision, passion, commitment, and grit; exactly how our clients created great companies

What they do

Intrepid is an investment banker specializing in mergers and acquisitions, capital markets, and strategic advisory. Intrepid provides M&A, capital raising, and strategic advisory services to entrepreneurs and middle-market companies in various industry sectors.

We are passionate about what we do. We live by a strong set of values: we hire extraordinary people, nurture a special culture, and focus on serving our clients. We live for the challenge to drive value beyond clients’ expectations.

Intrepid investment bankers specializing in mergers, acquisitions, and exits - CEO Coaching International partner

 

Outsized results require vision, passion, commitment, and grit. That’s how our clients created great companies—through their willingness to challenge convention. That’s how we deliver the value they created.

Intrepid’s heritage breeds a culture that embraces teamwork, tenacity, and creativity to help clients win big. We that every company has an entrepreneurial passion that drives it and a story that defines it. The Intrepid team delivers results through skillful positioning and relentless execution.

From startup to exit, a business undergoes constant transformation. Change requires strategy and capital execution. Entrepreneurs and business owners turn to Intrepid for advice in value defining events throughout the life cycle of their companies—raising capital, making strategic acquisitions, realizing partial liquidity and exiting their business.

Intrepid is a subsidiary of MUFG Union Bank, N.A. (NYSE: MUFG).

What they deliver

  • Specialty advice and assistance in mergers and acquisitions, capital markets, and strategic advisory
  • Outsized results that require vision, passion, commitment, and grit
  • Results through skillful positioning and relentless execution

Call them when

  • Mergers, acquisitions, and captital markets aren't your core business and you need a partner who gets it

Your contact at Intrepid Investment Bankers

Jonathan Zucker

Jonathan Zucker

Managing Director & Head of Capital Advisory

Workshops they have hosted

Live workshops and executive events

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On the podcast

The Make BIG Happen Podcast

Browse the podcast

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