Investments
59Portfolio Exits
21Funds
6Partners & Customers
10About 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.
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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
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.
Jefferies Investments Activity
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 | |||||
1/27/2022 | Series A |
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 | ||
Amount | $2M | $38M | $111M | ||
New? | Yes | Yes | Yes | ||
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 |
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 | 2 | |||
1/17/2023 | IPO | Vitesse Energy | Public | ||
1/16/2023 | Spinoff / Spinout | Vitesse Energy | 1 | ||
Date | 1/19/2023 | 1/17/2023 | 1/16/2023 | ||
|---|---|---|---|---|---|
Exit | Acq - Pending | IPO | Spinoff / Spinout | ||
Companies | Vitesse Energy | Vitesse Energy | |||
Valuation | |||||
Acquirer | Public | ||||
Sources | 2 | 1 |
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 | Acq - P2P | 3 | ||||
5/10/2016 | Series A | |||||
4/9/2015 | ||||||
12/6/2011 | ||||||
7/18/2011 |
Date | 7/1/2019 | 5/10/2016 | 4/9/2015 | 12/6/2011 | 7/18/2011 |
|---|---|---|---|---|---|
Investment Stage | Series A | ||||
Companies | |||||
Valuation | |||||
Total Funding | |||||
Note | Acq - P2P | ||||
Sources | 3 |
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 | ||||
12/23/2020 | Jefferies Direct Lending Fund | ||||
12/23/2020 | Jefferies Direct Lending Employee Fund | ||||
12/23/2020 | Jefferies Direct Lending Offshore Fund B |
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 | ||||
Sources | 2 |
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 | 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 | ||||
5/21/2021 | Vendor |
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 | ||
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 . | 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 . | ||
Sources | 1 | 1 | 3 |
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 | |
Name | Richard Handler | ||||
|---|---|---|---|---|---|
Work History | |||||
Title | Chief Executive Officer | ||||
Status | Current |
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