Jefferies

Jefferies' core business is investment banking and capital markets. The firm offers a comprehensive range of financial services, including:

• Investment banking: M&A advisory, capital raising, restructurings and other strategic transactions for corporations.
• Research and global strategy: market analyses, sector studies and strategic recommendations for institutional investors.
• Equity markets: execution, trading, brokerage services, portfolio management and algorithmic trading solutions.
• Rates / fixed income markets: bond trading, credit products, interest rate products and financing solutions.
• Alternative asset management: management of alternative funds and specialized investment solutions.
• Wealth management: advisory and portfolio management for private and institutional clients.

Jefferies primarily serves an institutional clientele (corporates, investment funds, institutional investors) and high-net-worth clients, operating globally across all economic sectors.

Jefferies is an investment bank and capital markets company globally recognized for its sector and regional expertise. The history of Jefferies begins as a small equity trading firm, which has evolved to become one of the world leaders in investment banking and capital markets.

Key milestones in its development:
- Founding: Jefferies was founded in 1962 in New York, initially specializing in equity brokerage.
- Expansion of services: Over the decades, Jefferies expanded its activities to include investment banking, research, equity and fixed income markets, alternative asset management, and wealth management.
- Products and offerings: Today, the company offers comprehensive services in investment banking (mergers and acquisitions, fundraising, strategic advisory), global research and strategy, equity and fixed income markets, alternative asset management, and wealth management.
- Partnerships and acquisitions: Jefferies has experienced both organic and external growth, notably through strategic acquisitions and partnerships that have strengthened its international presence and diversified its sector expertise.
- Strategic changes: The company has positioned itself as the leading independent investment bank (“pure-play”), focusing exclusively on investment banking and capital markets, unlike other more diversified financial groups.
- Community engagement and sustainability: Jefferies emphasizes a strong corporate culture, community engagement, and an active policy on sustainability and social responsibility.

Today, Jefferies is recognized for the quality of its analysis, its ability to support clients in all sectors and regions, and its commitment to innovation and responsible growth.

The founder of Jefferies is Boyd Jefferies, who created the company in 1962. Today, Jefferies is led by an experienced management team. The main members of the executive team include:

• Richard Handler – Chief Executive Officer (CEO) of Jefferies Financial Group and Jefferies Group LLC.
• Brian Friedman – President of Jefferies Financial Group and Jefferies Group LLC.
• Michael J. Sharp – General Counsel.
• Matthew Larson – Chief Financial Officer (CFO).
• Benjamin D. Lorello – Global Head of Investment Banking.
• Peter Forlenza – Global Head of Capital Markets.

This executive team oversees the activities of investment banking, capital markets, and other financial services offered by Jefferies.