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Holding Company
BUSINESS PRODUCTS & SERVICES
jefferies.com

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Investments

54

Portfolio Exits

16

Funds

6

Partners & Customers

10

About Jefferies Financial Group

Jefferies Financial Group, formerly Leucadia National, is a holding company engaged through its consolidated subsidiaries in a variety of businesses, including investment banking and capital markets, beef processing, manufacturing, oil and gas exploration and production, and asset management. The Company also owns equity interests in businesses that are accounted for under the equity method of accounting, including a diversified holding company, real estate, commercial mortgage banking and servicing, telecommunication services in Italy, automobile dealerships, and development of a gold and silver mining project.

Jefferies Financial Group Headquarter Location

520 Madison Avenue

New York, New York, 1002,

United States

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Expert Collections containing Jefferies Financial Group

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Find Jefferies Financial Group 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.

Jefferies Financial Group Web Traffic

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Page Views per Million (PVPM)
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Jefferies Financial Group Rank

Latest Jefferies Financial Group News

Analysts Issue Forecasts for BOC Hong Kong (Holdings) Limited’s FY2023 Earnings (OTCMKTS:BHKLY)

Jan 24, 2022

China News, Data, Media Intelligence and Insights Search for: Source: News Snapshot: BOC Hong Kong (Holdings) Limited (OTCMKTS:BHKLY) – Equities research analysts at Jefferies Financial Group issued their FY2023 earnings per share estimates for shares of BOC Hong Kong in a note issued to investors on Wednesday, January 19th. Jefferies Financial Group analyst expects that the company will post earnings of $8.13 per share for the year.

Jefferies Financial Group Investments

54 Investments

Jefferies Financial Group has made 54 investments. Their latest investment was in InvestX as part of their Corporate Minority on September 9, 2021.

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Jefferies Financial Group Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

9/22/2021

Corporate Minority

InvestX

Yes

2

9/19/2021

Corporate Minority

ShaveLogic

$100M

Yes

1

6/10/2021

Loan

Entrinsic Bioscience

$49M

Yes

2

2/2/2021

Series A

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$99M

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10

9/22/2020

Unattributed

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$99M

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10

Date

9/22/2021

9/19/2021

6/10/2021

2/2/2021

9/22/2020

Round

Corporate Minority

Corporate Minority

Loan

Series A

Unattributed

Company

InvestX

ShaveLogic

Entrinsic Bioscience

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Amount

$100M

$49M

$99M

$99M

New?

Yes

Yes

Yes

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Co-Investors

Sources

2

1

2

10

10

Jefferies Financial Group Portfolio Exits

16 Portfolio Exits

Jefferies Financial Group has 16 portfolio exits. Their latest portfolio exit was Figure Technologies on August 03, 2021.

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

8/3/2021

Merger

5

1/13/2021

IPO

$99M

1

4/10/2019

Acquired

2

3/1/2019

Acq - P2P

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$99M

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10

6/14/2018

Acquired - II

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$99M

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10

Date

8/3/2021

1/13/2021

4/10/2019

3/1/2019

6/14/2018

Exit

Merger

IPO

Acquired

Acq - P2P

Acquired - II

Companies

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Valuation

$99M

$99M

$99M

Acquirer

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Sources

5

1

2

10

10

Jefferies Financial Group Acquisitions

5 Acquisitions

Jefferies Financial Group 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 Financial Group Fund History

6 Fund Histories

Jefferies Financial Group has 6 funds, including Jefferies Direct Lending Employee Fund.

Closing Date

Fund

Fund Type

Status

Amount

Sources

12/23/2020

Jefferies Direct Lending Employee Fund

$14.16M

2

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

12/23/2020

Jefferies Direct Lending Fund

$99M

10

Closing Date

12/23/2020

12/23/2020

12/23/2020

12/23/2020

12/23/2020

Fund

Jefferies Direct Lending Employee Fund

Jefferies Direct Lending Offshore Fund B

Jefferies Direct Lending Offshore Fund C

Jefferies Direct Lending Offshore Fund

Jefferies Direct Lending Fund

Fund Type

Status

Amount

$14.16M

$99M

$99M

$99M

$99M

Sources

2

10

10

10

10

Jefferies Financial Group Partners & Customers

10 Partners and customers

Jefferies Financial Group has 10 strategic partners and customers. Jefferies Financial Group recently partnered with Tier1 Financial Solutions on February 2, 2021.

Date

Type

Business Partner

Country

News Snippet

Sources

2/9/2021

Vendor

Tier1 Financial Solutions

Canada

Tier1 Expands Relationship with Jefferies Bolstering the Firm's 'Client-First' Service Model - Tier1 Financial Solutions

TORONTO and NEW YORK , Feb. 9 , 2021 -- Tier1 Financial Solutions announced today that Jefferies Financial Group has signed an expanded five-year renewal contract with Tier1 Financial Solutions , a leading client relationship management technology provider for capital markets and banking .

3

12/7/2020

Vendor

KB Securities

South Korea

Jefferies Announces Co-Brand Alliance with KB Securities in South Korea

NEW YORK & HONG KONG & LONDON & SEOUL -- -- Jefferies Financial Group Inc. today announced that it has established a co-brand alliance with KB Securities for equity research , sales and trading in South Korea .

7

11/17/2020

Partner

SMBC Nikko Securities

Japan

Jefferies Announces Research Alliance With SMBC Nikko Securities in Japan

NEW YORK & HONG KONG & LONDON & TOKYO -- -- Jefferies Financial Group Inc. today announced that it has established a research alliance with SMBC Nikko Securities INC in Japan .

1

10/21/2020

Partner

TISCO

United States

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10

9/11/2019

Vendor

Quantifi

United States

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10

Date

2/9/2021

12/7/2020

11/17/2020

10/21/2020

9/11/2019

Type

Vendor

Vendor

Partner

Partner

Vendor

Business Partner

Tier1 Financial Solutions

KB Securities

SMBC Nikko Securities

TISCO

Quantifi

Country

Canada

South Korea

Japan

United States

United States

News Snippet

Tier1 Expands Relationship with Jefferies Bolstering the Firm's 'Client-First' Service Model - Tier1 Financial Solutions

TORONTO and NEW YORK , Feb. 9 , 2021 -- Tier1 Financial Solutions announced today that Jefferies Financial Group has signed an expanded five-year renewal contract with Tier1 Financial Solutions , a leading client relationship management technology provider for capital markets and banking .

Jefferies Announces Co-Brand Alliance with KB Securities in South Korea

NEW YORK & HONG KONG & LONDON & SEOUL -- -- Jefferies Financial Group Inc. today announced that it has established a co-brand alliance with KB Securities for equity research , sales and trading in South Korea .

Jefferies Announces Research Alliance With SMBC Nikko Securities in Japan

NEW YORK & HONG KONG & LONDON & TOKYO -- -- Jefferies Financial Group Inc. today announced that it has established a research alliance with SMBC Nikko Securities INC in Japan .

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Sources

3

7

1

10

10

Jefferies Financial Group Team

97 Team Members

Jefferies Financial Group has 97 team members, including current Senior Vice President, Guillermo Guerra.

Name

Work History

Title

Status

Jeffrey D. Lovell

Founder

Current

Guillermo Guerra

Senior Vice President

Current

Shiva Kumar

Senior Vice President

Current

Dan Childs

Managing Director

Current

Michael Clurman

Wunderlich Securities, Fulcrum Global Partners, and Axiom Capital Management

Managing Director

Current

Name

Jeffrey D. Lovell

Guillermo Guerra

Shiva Kumar

Dan Childs

Michael Clurman

Work History

Wunderlich Securities, Fulcrum Global Partners, and Axiom Capital Management

Title

Founder

Senior Vice President

Senior Vice President

Managing Director

Managing Director

Status

Current

Current

Current

Current

Current

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