YIR 2022

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OUR JOURNEY IN 2022

Those who follow the pack usually get lost in it.

In 2022 Intrepid lived up to its name, making bold moves to become one of the leading national advisors to middle market companies in all key practice areas.

We expanded our footprint, added exceptional talent, and broadened our expertise – all while delivering the second-best year in our history despite market headwinds.

Expanded Presence to Silicon Valley, Chicago, Charlotte, and New York

YIR 2022 Presence BG

Grew our Best-In-Class Team Across Key Industry Verticals and Practices

YIR 2022 Team BG

Expanded our Capabilities and Deepened Sector Expertise

BEAUTY, PERSONAL CARE & WELLNESS


Lauren Antion was named Co-Head of Practice

INDUSTRIAL & BUSINESS SERVICES


Mike Strupe MD added new sector expertise

CAPITAL ADVISORY


Lorie Beers and Ken Garnett launched our Special Situations Practice in New York

DISRUPTIVE BRANDS


Mike Garcia was appointed to lead Disruptive Brands Practice

BUY-SIDE ADVISORY


Grew the team by 30% and added a record number of new mandates

SOFTWARE & SERVICES


Doubled the size of the team with additions at all levels in New York, Chicago and Menlo Park

INFRASTRUCTURE BUILD


Added key positions to scale the business, including Operations, Marketing, Finance and Institutional Coverage

STRATEGIC REALIGNMENT


With the sale of Union Bank to US Bank, Intrepid became a directly owned unit of MUFG and a key part of its parent’s growth strategy in North America

Closed Transactions Across All Our Practices, Cross-Border, with Strategic and Financial Sponsors


View Select 2022 Transactions