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Jefferies Finance

Jefferies Finance

New York City, New Yorkjefferies.com

Overview

Jefferies Finance LLC is a commercial finance company that provides senior secured debt, structures, underwrites, and syndicates senior secured loans to corporate borrowers.

Year Founded

2004

Portfolio Companies

10

Investments

Jefferies Finance investments
CompanyDateStageLead
FORMAApr 2023Buyout/LBOCo-investor
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Key People

Asha Said

CEO

Adam Posnack

Managing Director

Aditya Sood

Managing Director

Alfred Zappulla

MAnaging Director

Amit Chahal

Managing Director

Angus Rogers

Managing Director

Ariella Tolkin

Managing Director

Christopher Allred

Managing Director

Clément Boucher

Managing Director

Clifford Lanier

Managing Director

Damon McLaren

Managing Director

Daniel Frommelt

Managing Director

David Zervos

Managing Director

Edward Barnes

Managing Director

Edward Mielke

Managing Director

Eric G.

Managing Director

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Sector & Stage Mix

Industry, funding stage, and valuation band breakdowns.

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SeedSeries ASeries BGrowth

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Investment Activity

Yearly cadence, pace, and funding raised over time.

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2021
2022
2023
2024
2025
2026

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FAQ

Where is Jefferies Finance based?

Jefferies Finance is headquartered in New York City, New York, United States.

When was Jefferies Finance founded?

Jefferies Finance was founded in 2004.

How many portfolio companies does Jefferies Finance have?

Jefferies Finance has 10 portfolio companies in Caplight's dataset.

What are some companies in Jefferies Finance's portfolio?

Portfolio companies visible on Caplight include FORMA.

What was Jefferies Finance's most recent investment shown here?

Jefferies Finance's most recent investment in this portfolio sample was in FORMA in 2023.

What sectors does Jefferies Finance focus on?

Jefferies Finance focuses on Consumer & Commerce, Consumer & Commerce, Healthcare & Life Sciences, Consumer & Commerce, Healthcare & Life Sciences, Consumer & Commerce, Frontier & Industrial Tech, Enterprise Software, Frontier & Industrial Tech, Consumer & Commerce, Frontier & Industrial Tech, Cybersecurity, AI, Data & Cloud Infrastructure, Energy & Sustainability.

What company stages does Jefferies Finance focus on?

Jefferies Finance typically invests at the MultiStage stage.

What is Jefferies Finance's AUM?

Jefferies Finance's assets under management are estimated between $9.5B and $10.0B.

Firmographic Details

HeadquartersNew York City, New York
Year Founded2004

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