Jefferies
Placement Agent

Jefferies

Jefferies is the leading pure-play investment banking and capital markets firm, purpose-built and driven to deliver for clients across global markets.

Capital Markets Technology Financial Services Restructuring Placement Agent United States
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Leadership Team

Jefferies is led by an experienced management team with deep expertise across investment banking, capital markets, and financial services:

Richard B.

Handler, Chief Executive Officer, President, and Chairman: Richard Handler serves as CEO, President, and Chairman of the Board at Jefferies, providing strategic leadership across the firm's global operations.

Brian P.

Friedman, President: Brian Friedman serves as President of Jefferies and Chairman of the Executive Committee, working closely with the CEO on firm strategy and operations.

Joseph S.

Steinberg, Chairman: Joseph Steinberg serves as Chairman of Jefferies Financial Group, the firm's parent company.

Matthew S.

Larson, Executive Vice President and Chief Financial Officer: Matthew Larson oversees the firm's financial operations, reporting, and strategic financial planning as CFO.

Michael J.

Sharp, Executive Vice President and General Counsel: Michael Sharp leads Jefferies' legal and compliance functions as the firm's General Counsel.

Mark L.

Cagno, Managing Director and Global Controller: Mark Cagno manages global accounting and financial controls.

John Stacconi, Managing Director and Global Treasurer: John Stacconi oversees treasury operations and capital management.

The firm's Board of Directors includes distinguished financial services leaders such as Linda L.

Adamany (Retired Group Vice President of BP plc), Robert D.

Beyer (Chairman of Chaparal Investments LLC), MaryAnne Gilmartin (Founder and CEO of MAG Partners LP), Thomas W.

Jones (Retired Founder and Senior Partner of TWJ Capital LLC), and Toru Nakashima (President and Group CEO of Sumitomo Mitsui Financial Group).

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Overview

Jefferies is the leading pure-play investment banking and capital markets firm, purpose-built and driven to deliver for clients across global markets.

Unlike diversified financial institutions, Jefferies maintains a focused mandate on investment banking and capital markets services, positioning itself as one of the leading placement agents and advisory firms serving institutional clients worldwide.

The firm provides comprehensive financial services including mergers and acquisitions advisory, equity and debt capital markets, equities trading and research, and leveraged finance.

Jefferies has built a reputation for delivering differentiated advisory services combined with deep market expertise and global execution capabilities.

Jefferies serves a diverse client base including corporations, governments, institutions, and high-net-worth individuals.

The firm's institutional equities platform is built on unique advisory capabilities, differentiated distribution networks, and cutting-edge execution technology.

Through its global research and strategy division, Jefferies delivers market-leading insights on equity markets, macroeconomic trends, and investment strategy to guide client decision-making.

As a pure-play investment bank, Jefferies competes with both bulge bracket firms and boutique advisory houses, differentiating itself through its singular focus on investment banking and capital markets without the complexity of commercial banking or asset management divisions.

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Services

Jefferies offers a comprehensive suite of investment banking and capital markets services designed to meet the sophisticated needs of institutional clients:

Investment Banking: Jefferies provides full-service investment banking advisory including mergers and acquisitions (M&A), equity capital markets (ECM), debt capital markets (DCM), and leveraged finance.

The firm advises on complex strategic transactions, capital raises, and restructurings across industry sectors and geographies.

Equities: The firm's global institutional equities platform delivers differentiated distribution, cutting-edge execution capabilities, and unique advisory services.

Jefferies connects institutional investors with investment opportunities across public and private markets, providing liquidity, market intelligence, and execution excellence.

Global Research & Strategy: Jefferies Research delivers comprehensive equity research, macroeconomic strategy, and market insights across sectors and regions.

The research division provides investment-grade analysis to guide client decision-making in global markets.

Capital Markets: As a placement agent and capital markets intermediary, Jefferies facilitates capital formation for corporate clients while connecting institutional investors with investment opportunities.

The firm's capital markets capabilities span equity offerings, debt issuances, and private placements across asset classes.

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Specialization & Approach

What distinguishes Jefferies in the competitive investment banking landscape is its identity as the leading pure-play investment banking and capital markets firm.

Unlike major banks that combine investment banking with commercial banking, asset management, and wealth management, Jefferies maintains exclusive focus on institutional investment banking and capital markets services.

This pure-play positioning enables Jefferies to avoid conflicts of interest that can arise at diversified financial institutions, while allowing the firm to concentrate resources and talent on delivering best-in-class advisory and capital markets execution.

The firm competes directly with both bulge bracket investment banks and specialized boutique advisors, positioning itself in the middle ground with global scale combined with focused expertise.

Jefferies emphasizes its differentiated approach across three dimensions: unique advisory capabilities that leverage deep industry and product expertise, differentiated distribution that connects clients with global investor networks, and cutting-edge execution technology that delivers superior results.

The firm recruits talent from diverse academic backgrounds including finance, accounting, economics, computer science, engineering, and applied mathematics, reflecting its commitment to analytical rigor and technological innovation.

Discover the leading private equity placement agents in the market to compare services, expertise, and market positioning across the industry.

Company Info

Industry
Financial Services
Updated Nov 18, 2025
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Leadership

Jefferies is led by an experienced management team with deep expertise across investment banking, capital markets, and financial services:...
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Resources & References

This profile was compiled from the following sources:
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