Jefferies Financial Group Investor Presentation Deck
Opportunities through Long-Term Strategic Partnerships
BERKSHIRE HATHAWAY INC.
Berkadia
Berkadia commercial real estate finance and investment sales J.V.
with Berkshire Hathaway, established in 2009
#1 in Freddie Mac Loan Origination (¹)
(As of Dec 31, 2022)
#2 in Fannie Mae Loan Origination (1)
(As of Dec 31, 2022)
#3 in FHA/HUD Loan Origination (1)
(As of Dec 31, 2022)
#4 in CRE/Multi-Family As a Lender(1)
(As of Dec 31, 2022)
See pages 65-70 at the back of this presentation for endnotes.
Largest Non-Bank Servicer(1)
(As of Dec 31,2022)
$395B UPB Servicing Portfolio
(As of Q3'23)
$23.1B New Financing Origination
(LTM Q3'23)
$10.7B Brokered CRE Transactions
(LTM Q3'23)
...MassMutual
Jefferies Finance LLC
A 50/50 J.V. with MassMutual, established in 2004, Jefferies
Finance (JFIN) is a leading commercial finance company focused
on arranging leveraged loan transactions and managing third party
capital across large and mid cap strategies
Ranked #1 on Left Lead US Sponsor-Backed LBO Transactions (²)
(2018-Q3'23)
Lead arranged over 1,450 transactions representing >$310B of financing
(Inception to Q3'23)
Generated more than $6.0B in gross fees
(Inception to Q3'23)
Assets under management over $15B(³)
(As of Q3'23)
Jefferies
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