Jefferies Financial Group

Jefferies Financial Group is a diversified financial services firm headquartered in New York City, established in 1962. The company operates primarily in investment banking and capital markets, offering a comprehensive suite of services that includes sales and trading, research, and asset management. Jefferies serves a diverse clientele, including corporate clients, institutional investors, and high-net-worth individuals. The firm is involved in various industry sectors, such as aerospace and defense, business services, consumer energy, financial services, gaming and leisure, healthcare, industrials, maritime, media, real estate and lodging, technology, and telecommunications. Additionally, Jefferies has a dedicated group focusing on private equity coverage, further enhancing its service offerings in the financial sector.

Todd Breeden

Managing Director

Jack Burkhardt

Senior Vice President

Richard Handler

CEO

Cameron Lester

Managing Director and Co-Head of Global Technology Investment Banking

Robert Lynn

Managing Director

Damon McLaren

Managing Director

Lincoln Singleton

Managing Director

Richter Yeske

Senior Vice President

Jayson Yost

Managing Director

Ruslan Usmanov Ph.D

Vice President

29 past transactions

Aetos Imaging

Seed Round in 2025
Aetos Imaging specializes in advanced 3D technology designed to enhance facility management. The company's visual management platform captures and presents essential operational knowledge, enabling facility personnel to access critical information efficiently. By implementing virtual equipment databases and offering customized site-specific training, Aetos fosters improved understanding and efficiency in building operations. The platform also supports remote collaboration, allowing clients to manage their facilities from virtually anywhere in the world. Through these innovations, Aetos Imaging aims to streamline operations and empower those responsible for maintaining and running facilities.

Quorum Software

Debt Financing in 2024
Quorum Software offers a comprehensive suite of finance, operations, and accounting software tailored to meet the complex challenges faced by energy companies of all sizes. With a strong presence in the energy industry, Quorum serves some of the largest public energy companies globally, majority of LNG exporters in North America, and most midstream companies in the United States. The myQuorum software platform is designed to facilitate digital transformation through open standards, mobile-first design, and cloud technologies, enabling innovation at the speed of thought. Quorum's commitment lies in assisting forward-thinking leaders in reshaping their businesses and the energy sector for the digital era.

Parafin

Debt Financing in 2024
Parafin is a financial infrastructure company that specializes in providing embedded financial products for small businesses through various online platforms. By simplifying the complexities of capital markets, underwriting, servicing, compliance, and customer support, Parafin enables small businesses to thrive even in uncertain economic conditions. The company has successfully partnered with major platforms such as Amazon, Walmart, DoorDash, and TikTok, extending over $8 billion in financing offers to support hundreds of thousands of businesses. Parafin's end-to-end payment processing solutions and one-click financing options empower retail sellers to enhance their gross merchandising volume while unlocking new revenue streams.

Locus Fermentation Solutions

Debt Financing in 2023
Locus Fermentation Solutions is a developer of microbial and biosurfactant systems that offer sustainable and cost-effective alternatives to traditional chemical products. The company specializes in creating bio-based additives and ingredients designed to address significant global challenges, such as toxic chemical replacement, carbon sequestration, and the reduction of greenhouse gas emissions. Utilizing multiple patent-pending processes and modular facility designs, Locus Fermentation Solutions enables rapid production of customizable, environmentally friendly, and biodegradable microbial products. Their innovations aim to decrease water consumption and contamination, mitigate rainforest deforestation linked to palm oil, and enhance food supply sustainability, thereby contributing to a more sustainable future.

Xin'an Optimal

Series A in 2022
Xin'an Optimal is a consumer goods company that offers an exhaustive solution for the direct supply of community milk. The company uses the intelligent milk retail terminal as the carrier, which is based on mobile internet of things technology, LBS positioning technology, and a visual recognition algorithm, to provide users with close-range, self-service consumption scenarios, as well as integrate first-line milk brand resources, allowing consumers to easily buy milk.

Parafin

Debt Financing in 2022
Parafin is a financial infrastructure company that specializes in providing embedded financial products for small businesses through various online platforms. By simplifying the complexities of capital markets, underwriting, servicing, compliance, and customer support, Parafin enables small businesses to thrive even in uncertain economic conditions. The company has successfully partnered with major platforms such as Amazon, Walmart, DoorDash, and TikTok, extending over $8 billion in financing offers to support hundreds of thousands of businesses. Parafin's end-to-end payment processing solutions and one-click financing options empower retail sellers to enhance their gross merchandising volume while unlocking new revenue streams.

Assembly OSM

Series A in 2022
Assembly OSM Inc. is a New York-based company founded in 2020 that specializes in the design and construction of architecturally distinctive high-rise buildings. The company employs innovative building systems that emphasize high-quality performance, aesthetic appeal, and sustainability through the use of green materials. Assembly OSM's construction platform is versatile, suitable for various project types, including hotels, dormitories, healthcare facilities, factory housing, and office complexes, regardless of geographic location. A key advantage of Assembly OSM's approach is its ability to significantly reduce the time to completion of projects while enhancing cost and schedule certainty, setting it apart from traditional construction methods.

ApiJect

Private Equity Round in 2022
ApiJect Systems is a medical technology company focused on revolutionizing the delivery of injectable medications through its innovative prefilled injection devices. The ApiJect Platform allows pharmaceutical and biotech companies to efficiently produce scalable prefilled injectors for their drug products, utilizing either ApiJect's proprietary Blow-Fill-Seal packaging lines or those of its manufacturing partners. By replacing traditional materials such as glass, aluminum, rubber, and silicone with a single medical-grade plastic resin, ApiJect simplifies the supply chain and significantly reduces environmental impact. This streamlined manufacturing process dramatically accelerates production, transforming what was once a lengthy multi-step process into a rapid, efficient operation. As a result, ApiJect aims to make affordable, single-dose injectors more accessible to patients around the world.

InvestX Capital

Venture Round in 2021
InvestX Financial (Canada) Ltd. is a private equity firm based in Vancouver, Canada, specializing in late-stage and growth equity investments. Founded in 2013, the firm primarily invests in private and pre-IPO companies, utilizing digital currency for transactions. InvestX aims to democratize access to private equity investing, allowing retail accredited investors to participate in high-quality investment opportunities with minimum investments as low as $2,500. By aggregating smaller investments from its members, InvestX is able to write larger checks to private equity firms, ensuring access to the same vetted deals typically available only to institutional investors and the ultra-wealthy. The firm carefully selects partners with a strong track record and conducts thorough due diligence, assuring members that their interests align with those of the private equity firms, which co-invest alongside them in each opportunity.

Valon Technologies

Series A in 2021
Valon Mortgage is a Fannie Mae and Freddie Mac approved, tech-enabled residential mortgage servicer. The company’s mission is to champion homeowners on their financial journey as the partner they trust with their home and their future.

Green Monday

Venture Round in 2020
Green Monday Holdings is a Hong Kong-based company founded in 2012 that specializes in manufacturing and distributing plant-based pork substitute products and frozen meals. The company offers a range of products including OmniPork, which features various options such as luncheon meat, strips, buns, and dumplings, all designed to provide healthier alternatives to traditional meat. In addition to its product offerings, Green Monday operates a chain of vegetarian-focused retail outlets and cafes, promoting a sustainable and healthy lifestyle. The company's mission emphasizes encouraging individuals to adopt low-carbon living practices, particularly by participating in initiatives like "Meatless Mondays" to foster social and environmental responsibility.

Qwil

Series B in 2019
Qwil PBC, established in 2015 and headquartered in San Francisco, operates a payment management platform tailored for independent contractors, freelancers, and small businesses. The company enables users to track, collect, and access their earnings early through its Qwil debit card, even before invoices are paid. This instant payment feature facilitates improved workforce recruitment and retention without affecting the cash flow of clients or marketplaces.

Qwil

Debt Financing in 2019
Qwil PBC, established in 2015 and headquartered in San Francisco, operates a payment management platform tailored for independent contractors, freelancers, and small businesses. The company enables users to track, collect, and access their earnings early through its Qwil debit card, even before invoices are paid. This instant payment feature facilitates improved workforce recruitment and retention without affecting the cash flow of clients or marketplaces.

Ualá

Series C in 2019
Ualá is a financial technology company that offers a digital banking application aimed at democratizing access to financial services. The platform provides a comprehensive financial ecosystem, allowing users to manage payments, request loans, and invest in various financial products. Ualá's services include a prepaid Mastercard and savings accounts, which enhance financial inclusion by enabling users to make secure purchases and transfer money instantly through a traditional transactional payment network. The company's mission is to empower individuals by offering accessible financial solutions.

Oak Hill Capital

Corporate Round in 2019
Oak Hill Capital, established in 1986, is a U.S.-based private equity firm with a global presence. It specializes in buyouts, recapitalizations, and turnaround investments in middle-market companies across various sectors, including services, industrials, media & communications, consumer, and healthcare. The firm targets companies in North America, typically investing between $10 million and $400 million, and prefers to take a majority stake. Oak Hill Capital's investment strategy focuses on sectors such as business services, consumer products, financial services, healthcare, industrials, information technology, and technology. The firm is headquartered in Stamford, Connecticut, with additional offices in New York, New York, Bangalore, India, and Menlo Park, California.

JetSmarter

Private Equity Round in 2017
JetSmarter Inc. is a technology-driven company that offers a mobile application designed for travelers seeking access to the private jet marketplace. Founded in 2012 and headquartered in Fort Lauderdale, Florida, with additional offices in Moscow, Dubai, and London, JetSmarter enables users to book private jets and create custom charter flights. The company provides a digital platform that facilitates both private and shared travel options, enhancing the experience of business aviation. As of June 2019, JetSmarter operates as a subsidiary of Vista Global Holding Limited.

Upside

Venture Round in 2017
Upside, established in 2015 and headquartered in Washington D.C., operates a retail technology platform that benefits both consumers and local businesses. The platform offers users personalized cashback promotions on everyday purchases at gas stations, groceries, and restaurants, helping them save on regular spending. Simultaneously, it provides local businesses with improved visibility and reach, enabling them to earn more profit without altering their business models. Additionally, Upside commits 1% of its revenue to support sustainability initiatives in its areas of operation, creating a positive impact on the community.

dv01

Convertible Note in 2016
dv01, Inc. is a financial technology company based in New York that specializes in providing data management and analytics solutions for institutional investors, banks, and lenders in the financial lending markets. Incorporated in 2014, dv01 offers a range of products, including its cloud-based portfolio management solution, dv01 LOANS, which enables investors to analyze and compare lender data. The company also provides dv01 BONDS, a loan data agent service for securitizations, and Securitization Explorer, a web portal designed to enhance investor insights into consumer loan securitizations. By integrating data from various marketplace lending platforms and mortgage servicers, dv01 aims to bring transparency and efficiency to lending markets, facilitating better decision-making and risk management for its clients. The company's platform has reported on significant volumes of online lending and mortgage loans, addressing the need for reliable data in an evolving financial landscape.

M Science

Acquisition in 2016
M Science is a data-driven research and analytics firm founded in 2002, specializing in uncovering insights for financial institutions and corporations. The company focuses on mining proprietary and unstructured data to deliver updated information crucial for investment analysis. With a team experienced in handling large volumes of data in near real-time, M Science employs innovative methodologies to provide actionable intelligence that aids clients in making informed decisions. Additionally, the firm offers telecom analytics and syndicated services, enhancing the value it delivers to clients across various sectors.

Jefferies International

Acquisition in 2012
Jefferies International, established in 1986 and headquartered in London, is a subsidiary of Jefferies Group. It offers a range of financial services, including capital market and financial advisory services, institutional brokerage, securities research, wealth management, and investment banking. The company provides research and trade execution services in equities, fixed income, and foreign exchange, as well as investment banking services such as underwriting, mergers and acquisitions, and restructuring. Jefferies International serves a diverse range of clients, including institutional investors, corporations, and high net worth individuals, across various sectors such as aerospace and defense, consumer energy, and technology.

Sangart

Series G in 2012
Sangart, Inc. is a privately held biopharmaceutical company focused on being the global scientific, clinical and commercial leader in oxygen-therapeutic agents, providing innovative products to patients in need. Sangart was founded in 1998 based on discoveries arising from over two decades of research in red blood cell substitutes and the mechanisms of oxygen transport by cell-free hemoglobin solutions.

National Beef Packing

Acquisition in 2012
National Beef Packing Company, LLC is a Missouri-based subsidiary of Marfrig Global Foods S.A., specializing in processing, packaging, and distributing fresh and frozen beef products globally. Its portfolio includes boxed beef, ground beef, hides, tallow, and other beef by-products, catering to food service, international, further processor, and retail distribution channels. Additionally, the company offers wet blue hide tanning services and third-party logistics solutions for the transportation industry.

Sangart

Venture Round in 2011
Sangart, Inc. is a privately held biopharmaceutical company focused on being the global scientific, clinical and commercial leader in oxygen-therapeutic agents, providing innovative products to patients in need. Sangart was founded in 1998 based on discoveries arising from over two decades of research in red blood cell substitutes and the mechanisms of oxygen transport by cell-free hemoglobin solutions.

Sangart

Series F in 2009
Sangart, Inc. is a privately held biopharmaceutical company focused on being the global scientific, clinical and commercial leader in oxygen-therapeutic agents, providing innovative products to patients in need. Sangart was founded in 1998 based on discoveries arising from over two decades of research in red blood cell substitutes and the mechanisms of oxygen transport by cell-free hemoglobin solutions.

Sangart

Series F in 2007
Sangart, Inc. is a privately held biopharmaceutical company focused on being the global scientific, clinical and commercial leader in oxygen-therapeutic agents, providing innovative products to patients in need. Sangart was founded in 1998 based on discoveries arising from over two decades of research in red blood cell substitutes and the mechanisms of oxygen transport by cell-free hemoglobin solutions.

Idaho Timber

Acquisition in 2005
Idaho Timber is a prominent manufacturer and distributor of wood products, serving customers throughout North America and the Pacific Rim. The company specializes in the production and sale of lumber and various forest products, operating facilities in several states, including Idaho, Arkansas, Louisiana, North Carolina, and Florida. By focusing on efficient manufacturing and timely delivery, Idaho Timber ensures that its clients receive high-quality, mill-direct products to meet their needs in the forest products market.

Visible World

Series B in 2003
Visible World, Inc. is a provider of cloud-based television advertising solutions, specializing in automated tools for targeting, selling, and managing impression-based TV ad campaigns. The company offers a comprehensive suite of services through its HighYield platform, which includes features for creative versioning, sales proposal generation, ad scheduling, and performance measurement using data from smart TVs. Additionally, it provides services like Adtag and Adcopy for tagging TV ads with specific information and AudienceXpress for the buying and selling of TV ad inventory. Visible World serves a diverse clientele, including advertisers, marketers, media companies, and networks across the United States. Established in 2000 and headquartered in New York, the company enhances ad relevance and engagement by allowing real-time targeting based on various data-driven conditions.

Quarterdeck Invetsment Partners

Acquisition in 2001
Quarterdeck Invetsment Partners is an investment banking firm that serves the global defence and aerospace.

Seel

Seel is the leading U.S e-commerce insurer. Trusted by 2,000+ merchants, from starting DTC brands to multibillion dollar marketplaces.
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