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Holding Company
FINANCE | Asset/Financial Management
jefferies.com

Investments

65

Portfolio Exits

22

Funds

7

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

Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.

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

F

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

Rio Tinto: Jefferies remains Buy after meeting

Dec 7, 2023

December 07, 2023 at 08:29 am EST Share Jefferies reaffirms its 'buy' recommendation and 6,500 pence price target on Rio Tinto, following an investor meeting at which the company emphasized its potential for operational progress and long-term organic growth. Forecast volumes reflect some growth in 2024 in most segments, with copper organic growth expected to be the strongest. Capital expenditure is expected to rise to $10 billion a year over the next three years', it says. Copyright (c) 2023 CercleFinance.com. All rights reserved. The information and analyses published by Cercle Finance are intended solely as a decision-making aid for investors. Cercle Finance cannot be held responsible, directly or indirectly, for the use of information and analyses by readers. Uninformed investors are advised to consult a professional advisor before investing. This information does not constitute an invitation to sell or a solicitation to buy. Share Rio Tinto plc is one of the world's leaders in mining research, prospecting and operating. Net sales break down by family of products as follows: - iron ore (59%): 283.2 Mt produced in 2022; - aluminum, alumina and bauxite (24.9%): 54.6 Mt bauxite, 7.5 Mt alumina and 3 Mt aluminum produced; - copper (5.8%) : 521.1 Kt produced; - industrial minerals (4.8%): titanium dioxide pigments (1,200 Kt produced), borates (532 Kt produced) and salts (5.7 Mt produced); - diamonds (1.5%) : 4.7 million carats produced; - gold (1%) : 235,000 ounces produced; - other (3%): uranium, silver, zinc and molybdenum. Net sales are distributed geographically as follows: the United Kingdom (0.3%), Europe (6.5%), China (54.3%), Japan (7.4%), Asia (7.1%), the United States (15.9%), Canada (3.1%), Australia (1.9%) and other (3.5%). Sector

Jefferies Investments

65 Investments

Jefferies has made 65 investments. Their latest investment was in Momnt Technologies as part of their Line of Credit - II on October 10, 2023.

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Jefferies Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

10/23/2023

Line of Credit - II

Momnt Technologies

Yes

3

10/23/2023

Line of Credit - II

Saluda Grade

Yes

3

5/15/2023

Loan

OptiGroup

$108.74M

Yes

2

4/27/2023

Line of Credit - II

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10

4/5/2023

Debt

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$99M

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10

Date

10/23/2023

10/23/2023

5/15/2023

4/27/2023

4/5/2023

Round

Line of Credit - II

Line of Credit - II

Loan

Line of Credit - II

Debt

Company

Momnt Technologies

Saluda Grade

OptiGroup

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Amount

$108.74M

$99M

New?

Yes

Yes

Yes

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Co-Investors

Sources

3

3

2

10

10

Jefferies Portfolio Exits

22 Portfolio Exits

Jefferies has 22 portfolio exits. Their latest portfolio exit was Foursight Capital on November 21, 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

11/21/2023

Divestiture

$99M

2

3/6/2023

Acq - P2P

$99M

4

1/17/2023

IPO

Vitesse Energy

$99M

Public

1/16/2023

Spinoff / Spinout

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$99M

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10

9/13/2022

Corporate Majority

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$99M

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10

Date

11/21/2023

3/6/2023

1/17/2023

1/16/2023

9/13/2022

Exit

Divestiture

Acq - P2P

IPO

Spinoff / Spinout

Corporate Majority

Companies

Vitesse Energy

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Valuation

$99M

$99M

$99M

$99M

$99M

Acquirer

Public

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Sources

2

4

10

10

Jefferies Acquisitions

7 Acquisitions

Jefferies acquired 7 companies. Their latest acquisition was Forma Brands on April 11, 2023.

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

4/11/2023

$99M

Asset Sale

12

7/1/2019

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$99M

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10

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

10/31/2012

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$99M

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10

Date

4/11/2023

7/1/2019

5/10/2016

4/9/2015

10/31/2012

Investment Stage

Series A

Companies

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Valuation

$99M

$99M

$99M

$99M

$99M

Total Funding

Note

Asset Sale

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Sources

12

10

10

10

10

Jefferies Fund History

7 Fund Histories

Jefferies has 7 funds, including Jefferies Direct Lending Fund.

Closing Date

Fund

Fund Type

Status

Amount

Sources

12/23/2020

Jefferies Direct Lending Fund

$14.16M

2

12/23/2020

Jefferies Direct Lending Employee Fund

$99M

10

12/23/2020

Jefferies Direct Lending Offshore Fund B

$99M

10

12/23/2020

Jefferies Direct Lending Offshore Fund C

$99M

10

12/23/2020

Jefferies Direct Lending Offshore Fund

$99M

10

Closing Date

12/23/2020

12/23/2020

12/23/2020

12/23/2020

12/23/2020

Fund

Jefferies Direct Lending Fund

Jefferies Direct Lending Employee Fund

Jefferies Direct Lending Offshore Fund B

Jefferies Direct Lending Offshore Fund C

Jefferies Direct Lending Offshore Fund

Fund Type

Status

Amount

$14.16M

$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 Saluda Grade, and Momnt Technologies on October 10, 2023.

Date

Type

Business Partner

Country

News Snippet

Sources

10/23/2023

Client

United States

Jefferies Provides Warehousing Facility to Momnt and Saluda Grade Joint Venture – Momnt

`` Momnt is thrilled to partner with Saluda Grade and to obtain warehouse financing from Jefferies as we continue to expand our home improvement business , '' said Chris Bracken , Chief Revenue Officer of Momnt .

2

6/8/2023

Vendor, and Client

United States, and Japan

Tokio Marine taps Goldman, Jefferies to sell $1bln Southeast Asia life insurance unit-sources

Tokio Marine Highland taps Goldman , Jefferies to sell $ 1bln Southeast Asia life insurance unit-sources

1

5/2/2023

Client

India

HDFC likely to appoint Jefferies for $1 bn Credila sale

India 's largest mortgage financier , HDFC Bank Ltd has picked Jefferies Financial Group Inc to manage the sale of a unit that offers student loans , said people familiar with the matter , adding that it could even seek a value of as much as $ 1 billion for HDFC in a sale .

1

5/24/2022

Partner

South Korea

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10

5/24/2022

Partner

South Korea

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10

Date

10/23/2023

6/8/2023

5/2/2023

5/24/2022

5/24/2022

Type

Client

Vendor, and Client

Client

Partner

Partner

Business Partner

Country

United States

United States, and Japan

India

South Korea

South Korea

News Snippet

Jefferies Provides Warehousing Facility to Momnt and Saluda Grade Joint Venture – Momnt

`` Momnt is thrilled to partner with Saluda Grade and to obtain warehouse financing from Jefferies as we continue to expand our home improvement business , '' said Chris Bracken , Chief Revenue Officer of Momnt .

Tokio Marine taps Goldman, Jefferies to sell $1bln Southeast Asia life insurance unit-sources

Tokio Marine Highland taps Goldman , Jefferies to sell $ 1bln Southeast Asia life insurance unit-sources

HDFC likely to appoint Jefferies for $1 bn Credila sale

India 's largest mortgage financier , HDFC Bank Ltd has picked Jefferies Financial Group Inc to manage the sale of a unit that offers student loans , said people familiar with the matter , adding that it could even seek a value of as much as $ 1 billion for HDFC in a sale .

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Sources

2

1

1

10

10

Jefferies Team

130 Team Members

Jefferies has 130 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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