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
JefferiesView entire presentation