Jefferies Financial Group Investor Presentation Deck slide image

Jefferies Financial Group Investor Presentation Deck

Endnotes These notes refer to page 17 (1) SMBC's $2.25 billion financing in 2021 and investments will, at market prices as of 4/27/23, the date of the press release announcing an expansion of the Jefferies and SMBC strategic alliance, result in a financial commitment to Jefferies of approximately $3.4 billion. (2) Source of data: Investment Banking rank defined as M&A, ECM and LevFin per Dealogic. (3) Data as of LTM August 2023. (4) Based on total assets. (5) Source of data: https://www.spglobal.com/marketintelligence/en/news-insights/research/the-world-s-100-largest-banks-2023 as of FYE 2022. (6) Source of data: https://www.smfg.co.jp/english/investor/financial/small/pdf/20230904_bofa_pre01e.pdf. These notes refer to page 18 (1) Source of data: Dealogic. These notes refer to page 19 (1) Source of data: Mortgage Bankers Association annual report. (2) Source of data: Dealogic. (3) Includes both proprietary and third-party AUM. These notes refer to page 21 (1) Source: Investment banking market position based on data compiled by Jefferies and derived from publicly available company filings, including Form 10-Qs and 10-Ks, earnings releases and supplements. These notes refer to page 27 (1) Core Investment Banking Revenue is a non-GAAP measure. See Appendix for Non-GAAP reconciliation. (2) Revenues are presented net of allocations of interest income and interest expense. During the third quarter ended August 31, 2023, Jefferies Financial Group refined our allocated net interest methodology to better reflect net interest expense across our business units based on use of capital. Historical periods have been reclassed to conform with the revised methodology. Jefferies 66
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