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Holding Company
FINANCE | Asset/Financial Management
jefferies.com

Investments

59

Portfolio Exits

21

Funds

6

Partners & Customers

10

About Jefferies

Jefferies (NYSE: JEF) is an investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. It offers insights and expertise to investors, companies, and governments. The company was founded in 1962 and is based in New York, New York.

Headquarters Location

520 Madison Avenue

New York, New York, 10022,

United States

212-284-2300

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Expert Collections containing Jefferies

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Find Jefferies in 1 Expert Collection, including Fortune 500 Investor list.

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Fortune 500 Investor list

590 items

This is a collection of investors named in the 2019 Fortune 500 list of companies. All CB Insights profiles for active investment arms of a Fortune 500 company are included.

Latest Jefferies News

FX Veteran Fred Scala Joins Direct Trading Technologies as B2B Sales MD

Jan 31, 2023

Before joining Direct Trading Technologies, Scala spent more than ten years as the Vice President of Forexware . He was also a Vice President at FXCM , now owned by Jefferies Financial Group, for five years. According to his Linkedin profile, he started his career in 1985 at forex trading. He also oversaw FX trading activities at Unibank, JP Morgan Chase, and SEB as the Vice President of FX in separate tenures at these companies. Fred Scala Joins Direct Trading Technologies Direct Trading Technologies offers online brokerage services, including trading with currencies, contracts for differences (CFDs), and commodities trading. It operates globally with licenses from regulators in the United Kingdom, Lithuania, the United Arab Emirates, Panama, and Vanuatu. “I’m happy to share that I’m starting a new position as Managing Director at Direct Trading Technologies LTD in charge of B2B sales. We have FX and Crypto White Label Solutions, Institutional Liquidity Streams, and a best in class CRM solution,” he wrote in a Linkedin post. Keep Reading

Jefferies Investments

59 Investments

Jefferies has made 59 investments. Their latest investment was in Alfalfa as part of their Seed on December 12, 2022.

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Jefferies Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

12/7/2022

Seed

Alfalfa

$2M

Yes

Algorand, Blue Falcon Capital, HighTower, Jake Kassan, Jefferies, Piper Sandler, Sean Johnson, Undisclosed Angel Investors, and Undisclosed Investors

3

7/12/2022

Series A

Assembly OSM

$38M

Yes

2

5/2/2022

Corporate Minority

ApiJect

$111M

Yes

Jefferies, Royalty Pharma, and Undisclosed Investors

2

2/1/2022

Series C

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10

1/27/2022

Series A

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$99M

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10

Date

12/7/2022

7/12/2022

5/2/2022

2/1/2022

1/27/2022

Round

Seed

Series A

Corporate Minority

Series C

Series A

Company

Alfalfa

Assembly OSM

ApiJect

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Amount

$2M

$38M

$111M

$99M

New?

Yes

Yes

Yes

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Co-Investors

Algorand, Blue Falcon Capital, HighTower, Jake Kassan, Jefferies, Piper Sandler, Sean Johnson, Undisclosed Angel Investors, and Undisclosed Investors

Jefferies, Royalty Pharma, and Undisclosed Investors

Sources

3

2

2

10

10

Jefferies Portfolio Exits

21 Portfolio Exits

Jefferies has 21 portfolio exits. Their latest portfolio exit was Concert Pharmaceuticals on January 19, 2023.

Date

Exit

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Acquirer

Sources

1/19/2023

Acq - Pending

$99M

2

1/17/2023

IPO

Vitesse Energy

$99M

Public

1/16/2023

Spinoff / Spinout

Vitesse Energy

$99M

1

9/13/2022

Corporate Majority

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$99M

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10

8/30/2022

Shareholder Liquidity

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$99M

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10

Date

1/19/2023

1/17/2023

1/16/2023

9/13/2022

8/30/2022

Exit

Acq - Pending

IPO

Spinoff / Spinout

Corporate Majority

Shareholder Liquidity

Companies

Vitesse Energy
Vitesse Energy

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Valuation

$99M

$99M

$99M

$99M

$99M

Acquirer

Public

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Sources

2

1

10

10

Jefferies Acquisitions

5 Acquisitions

Jefferies acquired 5 companies. Their latest acquisition was HomeFed Corporation on July 01, 2019.

Date

Investment Stage

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Total Funding

Note

Sources

7/1/2019

$99M

Acq - P2P

3

5/10/2016

Series A

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$99M

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10

4/9/2015

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$99M

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10

12/6/2011

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$99M

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10

7/18/2011

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$99M

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0

Date

7/1/2019

5/10/2016

4/9/2015

12/6/2011

7/18/2011

Investment Stage

Series A

Companies

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Valuation

$99M

$99M

$99M

$99M

$99M

Total Funding

Note

Acq - P2P

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Sources

3

10

10

10

0

Jefferies Fund History

6 Fund Histories

Jefferies has 6 funds, including Jefferies Direct Lending Offshore Fund C.

Closing Date

Fund

Fund Type

Status

Amount

Sources

12/23/2020

Jefferies Direct Lending Offshore Fund C

$51.97M

2

12/23/2020

Jefferies Direct Lending Offshore Fund

$99M

10

12/23/2020

Jefferies Direct Lending Fund

$99M

10

12/23/2020

Jefferies Direct Lending Employee Fund

$99M

10

12/23/2020

Jefferies Direct Lending Offshore Fund B

$99M

10

Closing Date

12/23/2020

12/23/2020

12/23/2020

12/23/2020

12/23/2020

Fund

Jefferies Direct Lending Offshore Fund C

Jefferies Direct Lending Offshore Fund

Jefferies Direct Lending Fund

Jefferies Direct Lending Employee Fund

Jefferies Direct Lending Offshore Fund B

Fund Type

Status

Amount

$51.97M

$99M

$99M

$99M

$99M

Sources

2

10

10

10

10

Jefferies Partners & Customers

10 Partners and customers

Jefferies has 10 strategic partners and customers. Jefferies recently partnered with KB Securities on May 5, 2022.

Date

Type

Business Partner

Country

News Snippet

Sources

5/24/2022

Partner

South Korea

KB, Jefferies chiefs talk cooperation in global investment banking

KB Securities also partners with Jefferies Financial Group on providing brokerage services for overseas investors .

1

5/24/2022

Partner

South Korea

KB Financial vows to expand partnership with Jefferies Financial Group

They will widen their partnership from the ongoing cooperation between KB Financial Group 's brokerage arm KB Securities , and Jefferies Group LLC , a Jefferies Financial Group subsidiary , to incorporate the entirety of the Korean financial giant .

1

5/24/2022

Vendor

United States

Jefferies Selects AWS to Optimize the Firm’s Global Operations and Accelerate Technological Innovation

Vikram Dewan , Chief Information Officer at Jefferies , commented , `` The collaboration with Amazon Web Services represents a transformational change and an opportunity for Jefferies to be at the forefront of integrating cloud computing .

3

9/14/2021

Partner

United Kingdom

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10

5/21/2021

Vendor

United States

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10

Date

5/24/2022

5/24/2022

5/24/2022

9/14/2021

5/21/2021

Type

Partner

Partner

Vendor

Partner

Vendor

Business Partner

Country

South Korea

South Korea

United States

United Kingdom

United States

News Snippet

KB, Jefferies chiefs talk cooperation in global investment banking

KB Securities also partners with Jefferies Financial Group on providing brokerage services for overseas investors .

KB Financial vows to expand partnership with Jefferies Financial Group

They will widen their partnership from the ongoing cooperation between KB Financial Group 's brokerage arm KB Securities , and Jefferies Group LLC , a Jefferies Financial Group subsidiary , to incorporate the entirety of the Korean financial giant .

Jefferies Selects AWS to Optimize the Firm’s Global Operations and Accelerate Technological Innovation

Vikram Dewan , Chief Information Officer at Jefferies , commented , `` The collaboration with Amazon Web Services represents a transformational change and an opportunity for Jefferies to be at the forefront of integrating cloud computing .

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Sources

1

1

3

10

10

Jefferies Team

127 Team Members

Jefferies has 127 team members, including current Chief Executive Officer, Richard Handler.

Name

Work History

Title

Status

Richard Handler

Chief Executive Officer

Current

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Name

Richard Handler

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Work History

Title

Chief Executive Officer

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Status

Current

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