Jefferies Financial Group Investor Day Presentation Deck slide image

Jefferies Financial Group Investor Day Presentation Deck

Strategic Partnership Updates ■ SMBC Strategic alliance focused on expanding and scaling existing offerings in the U.S. leveraged finance business, while leveraging both companies' strengths in the US healthcare sector ■ Additional goal is to jointly pursue cross border M&A opportunities with Japanese companies Highlights ■ $1.9 billion financing for Jefferies Finance allowing for further growth in origination and underwriting ■ $350 million unsecured credit line to Jefferies Group ..:MassMutual ■ Jefferies Finance joint venture with MassMutual focused on arranging, managing and investing in primarily senior secured loans to corporate borrowers ■ JFIN's private credit investment team, Jefferies Credit Partners ("JCP"), manages third party capital across large and mid cap strategies Highlights Operated through extreme volatility, successfully de-risking a significant underwriting book without balance sheet/liquidity erosion ■ Continued build out of direct lending platform with strong fundraising/investment momentum ■ Grew managed capital across business lines to exceed $17 billion 16 BERKSHIRE HATHAWAY INC. ■ Berkadia commercial real estate finance and investment sales joint venture with Berkshire Hathaway ■ 363 investment sales advisors and mortgage bankers providing nationwide coverage Highlights ■ Mortgage Banking: $40 billion of loans closed across 2,000+ transactions in 2021 ■ Investment Sales: $27 billion of brokered sales across 700+ transactions in 2021 Servicing: 20,000+ loans serviced with an aggregate unpaid principal balance of $337 billion as of 12/31/21 Jefferies
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