Jefferies

Recently, The TRADE News sat down with Dean Gray, head of EMEA outsourced trading at Jefferies, to discuss his perspective on the rise of outsourced trading and future implications of its growth as more heads turn in the direction of white space. Dean highlights that growth in outsourced trading will encourage new entrants and broaden asset class coverage, predicting consolidation among a few key players because of the significant investments required to maintain and grow a share of the market. The Jefferies Outsourced Trading desk has seen tremendous growth since its inception in 2018. Headed by Paul Covello, his team of experienced traders offer global multi-asset execution and related services. With offices in key regions and fully segregated from the firm’s other equity businesses, they partner with clients and closely align themselves with their investment process. Read Dean’s full interview here: http://spklr.io/6045SPoU

We are pleased to welcome Tycho Peterson, who joins as a Managing Director and Research Analyst based in New York. Tycho will expand our coverage in life science tools and diagnostics, bringing over two decades of experience as a top-ranked research analyst in the sector. He was inducted into the Institutional Investor Hall of Fame in 2021. Welcome to Team Jefferies!

Jefferies is delighted to have hosted the second edition of its Vitamins & Supplements Conference in London on Wednesday 26th June. This one-of-a-kind conference, solely focused on the Global VMS and Consumer Health sectors, welcomed some of the most influential and ambitious industry leaders, accompanied by the most active investors in the space. The conference not only offered a valuable opportunity to network among key stakeholders, but also delved into conversations around top-of-mind topics such as breakthrough brands leading the way, strategies and aspirations of building a global multi-brand platform, science being the new standard, the evolution and importance of the healthcare practitioner channel and key trends and opportunities in the Consumer Health industry. Thank you to all who attended, with special thanks to our keynote speakers and panelists: Nicolas Brodetsky (CEO, Havea Group), Pat Smallcombe (President & CEO, Metagenics), Chris Rinsch (President & Co-Founder, Timeline®), Darcy Laceby (Co-Founder, Chief People & Product Officer, Absolute Collagen), Massimo Mercati (CEO, Aboca), Rich Baruch (CEO, Physician's Choice®’s Choice), Dr. Nima Alamdari (Chief Scientific Officer, Ritual), Isabelle Ducellier (CEO, Orkla Health), Will Bowler (CEO, Symprove Ltd), Adam Dawson (Global Co-Head Healthcare PE, Goldman Sachs Asset Management), Christoffer Lorenzen (CEO, Karo Healthcare), Geert Cools (CEO, Vision Healthcare NV), Tom Zivanovic (CEO, Sunwave Group)   We look forward to welcoming you all next year!

Greg Kaplan, Global Head of Fixed Income Portfolio Management for Jefferies Wealth Management, discusses why municipals remain compelling for new investment in his commentary, “Municipal Valuations Improve on Seasonal Weakness.”

We are pleased to welcome Julien Dumoulin-Smith who joins us to lead our Power, Utilities, & Clean Energy Equity Research group, based in Houston. Julien is a perennially #1 double ranked Institutional Investor magazine analyst in both Utilities & Alternative/Clean Energy and was recently inducted into the II Hall of Fame for his cumulative accomplishments. Julien aims to expand the scope of his New York & Houston based team to deliver the full breadth of coverage across the energy landscape, building off the firm’s commitment to wider transition in this sector. To be added to his research distribution list, click here: http://spklr.io/6045SJJb

We are pleased to be serving as Sole Financial Advisor to Airbus in its acquisition of Airbus-related activities from Spirit AeroSystems. With this agreement, Airbus aims to ensure stability of supply for its commercial aircraft programs through a more sustainable way forward, both operationally and financially, for the various Airbus work packages that Spirit AeroSystems is responsible for today. This deal exemplifies Jefferies' ability to advise on complex strategic carve-outs with the world’s leading companies. http://spklr.io/6043Sy2J

Jefferies is pleased to have served as exclusive financial advisor to Altimetrik, a pure-play digital business company, on its majority investment from TPG. Altimetrik is a leading pure play digital business company that pioneered a business-led, agile, product-oriented approach. The company’s industry-first, holistic digital business methodology serves as a proven blueprint to develop, scale, and launch new products to market faster, seamlessly integrating data/AI, technology, culture, and processes. The transaction highlights Jefferies global capabilities and track record advising market defining companies with first-of-its-kind solutions and capabilities.

Jefferies is pleased to have acted as Joint Global Coordinator on the DKK 7 billion ($1 billion USD) primary follow-on offering in Zealand Pharma, an $8 billion market cap global biotechnology company focused on obesity products. Zealand Pharma is a long-standing client of Jefferies. Jefferies raised c. $1.5 billion for Zealand via three transactions over the last 15 months, including a $214 million directed share issue in January 2024 and a $220 million primary follow-on offering in March 2023. The transaction represents the second largest primary ABB of a European issuer in 2024 and the third-largest European biotech transaction ever.

This July, we celebrate Disability Pride Month and honor the history, achievements, experiences, and struggles of the disability community. In particular, we commemorate the anniversary of the Americans with Disabilities Act (ADA), a landmark legislation passed in July 1990 that broke down barriers to inclusion in society and business. Over 150 Jefferies employees recently enjoyed an open conversation with Leor Shapiro, Global Head of Capital Intelligence at Jefferies, and Chris Male, Co-Founder and Managing Partner of Autism Impact Fund (AIF), a venture capital firm that helps build successful companies tackling autism and a range of neurodevelopmental conditions. Chris and Leor shared their personal experience of each raising an Autistic son in what was a very informative and impactful discussion that provided a broader understanding of Autism. The event was hosted by JEFAbilities, our employee resource group focused on fostering an inclusive and supportive environment for disabled and neurodiverse employees or those who are caregivers.

Many thanks to our employees who participated in this week’s park clean-up volunteer event at Battery Park in New York City in partnership with The Battery Conservancy! Jefferies volunteers helped with overall garden maintenance, including planting and weeding. Volunteers also learned about the history of The Battery Labyrinth, which commemorates the 9/11 attack on the World Trade Center. We’re delighted to have participated in moving forward The Battery Conservancy’s mission to design, build, maintain, and activate the historic Battery’s 25 acres of public parkland at the southern tip of Manhattan.