Investments
54Portfolio Exits
16Funds
6Partners & Customers
10About 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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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
Jefferies Financial Group Rank
Latest Jefferies Financial Group News
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.
Jefferies Financial Group Investments Activity
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 | |||||
9/22/2020 | Unattributed |
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 | ||
Amount | $100M | $49M | |||
New? | Yes | Yes | Yes | ||
Co-Investors | |||||
Sources | 2 | 1 | 2 |
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 | 1 | |||
4/10/2019 | Acquired | 2 | |||
Date | 8/3/2021 | 1/13/2021 | 4/10/2019 | ||
|---|---|---|---|---|---|
Exit | Merger | IPO | Acquired | ||
Companies | |||||
Valuation | |||||
Acquirer | |||||
Sources | 5 | 1 | 2 |
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 | 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 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 | ||||
12/23/2020 | Jefferies Direct Lending Offshore Fund C | ||||
12/23/2020 | Jefferies Direct Lending Offshore Fund | ||||
12/23/2020 | Jefferies Direct Lending Fund |
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 | ||||
Sources | 2 |
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 | 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 | ||||
9/11/2019 | Vendor |
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 | ||
Country | Canada | South Korea | Japan | ||
News Snippet | 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 . | ||
Sources | 3 | 7 | 1 |
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 | OMERS Ventures, Citadel, Societe Generale Group, Royal Bank of Canada, and Oxford BioSignals | 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 | OMERS Ventures, Citadel, Societe Generale Group, Royal Bank of Canada, and Oxford BioSignals | 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 |