Investment Focus & Thesis

Jefferies Private Equity focuses on middle market companies with strong fundamentals. Their investment thesis centers on: Investment Range Equity investments typically ranging from $25M-$150M in companies with EBITDA of $10M-$50M. Sector Focus Industrial, business services, healthcare, technology, and consumer. Industrial — Manufacturing and distribution Business services — Professional and IT services Healthcare — Healthcare services Technology — Software and IT companies

What Jefferies Private Equity Looks For

Based on their investment patterns, Jefferies Private Equity typically evaluates companies based on: Market position — Leading positions in niche market segments Recurring revenue — Strong recurring revenue and retention Growth potential — Clear pathways to organic growth Management team — Experienced leadership willing to partner Strategic value — Access to Jefferies banking resources }> Pro Tip Jefferies Private Equity leverages their banking heritage to provide strategic value. They look for companies that can benefit from their extensive network and resources.

Frequently Asked Questions