Jefferies Financial Group Inc. · NYSE:JEF
Jefferies Financial — Investor Presentation (February 2009)
18 slides from Jefferies Financial's investor presentation, February 2009
Slide 1: The leading independent full-service securities firm serving companies and their investors
The leading independent full-service securities firm serving companies and their investors. Member SIPC February 2009 - Permission required to reproduce.
Slide 2: Jefferies – A Recognized Leader, A Full Service Platform
Jefferies – A Recognized Leader, A Full Service Platform An integrated global securities and investment banking firm Sales, Trading & Research Investment Banking Equities Convertibles Fixed Income Sector Groups Aerospace & Defense Clean Tech Sales & Trading Consumer & Retail Energy Research Sales, S
Slide 3: Global Footprint
Global Footprint 2,166 direct employees across offices in more than 25 cities worldwide Frankfurt Chicago London Cleveland Waltham Paris San Francisco Nashville Boston Stamford Zurich Silicon Valley New York Los Angeles Jersey City Tokyo Short Hills Washington, DC Dallas Charlotte Shanghai* Houston
Slide 4: Investment in Human Capital
Investment in Human Capital “Hire the best” Total Headcount Recent strategic additions: – International equities team in London (25+ industry veterans) 2,568 2,500 – Sales and trading specialists in 2,275 2,166 mortgage-and asset-backed securities 2,045 (40+ senior professionals) 2,000 1,783 1,5
Slide 5: Current Strategic Priorities
Current Strategic Priorities Grow our market share of daily sales and trading of all securities in which we deal – Equities, converts, bank loans, corporate bonds, high yield bonds, emerging markets, US Treasury and other government agency securities, and mortgage and asset-backed securities Gro
Slide 6: Financial Highlights
Financial Highlights 2,166 motivated direct employees who own approximately 35% of Jefferies Strong and liquid capital position, with a conservative risk profile and access to capital Equity Market Capitalization of $2.3 Billion (as of 12/31/08) Just under 30% ownership by strategic partner
Slide 7: Powerful Sales And Trading Platform
Powerful Sales And Trading Platform Sales & Trading and Research Equities Convertibles High Yield & Levered Loans Fixed Income Trading Powerhouse First class global equity-linked Recognized leader in levered Experienced provider of franchise credit trading superior investment-grade services 200+ i
Slide 8: Full Service Equity Platform
Full Service Equity Platform Our 46 year history in Equities Sales & Trading has produced over 4,000 deep relationships and industry leading trading volume Continued Franchise Growth: Electronic and Algorithmic Trading, Derivatives, Quantitative Trading, Prime Brokerage, Securities Finance and S
Slide 9: Strong Equity Franchise
Strong Equity Franchise 2008 Alpha Magazine Survey Nearly 700 global Equity professionals – 100+ outside the US with recent hire of 25+ experienced sales/trading/research Traditional Execution* professionals in Europe Talented Sector Trading teams; Top 10 trader in over 2,000 1 NASDAQ stocks 2 J
Slide 10: Broad Research Offering
Broad Research Offering Research analysts consistently recognized in The Wall Street Journal “Best on the Street” Analyst Survey and The Financial Times/StarMine Global Top Analysts Survey as of 12/31/08 Covered Professionals U.S. Equity Coverage by Market Cap Companies Equity- US 104 676 $0 – $2.0
Slide 11: Fixed Income
Fixed Income Investment Grade and MBS/ABS – Established franchises in Investment Grade corporate bonds and Mortgage-Backed Securities – Growing presence in Emerging Markets, U.S. Treasuries and Agency Securities – Significant growth in client flows and market leadership A leading market-maker in
Slide 12: Investment Banking
Investment Banking Leading full-service investment bank Leading M&A advisor on Wall Street (1) #7 – Deals up to $500 million #9 – Deals under $1 billion #12 – All M&A Deals Sector-leading industry groups: (1) – #1 in Energy – U.S. M&A – #1 in Technology, Media & Telecom (TMT) – U.S. and Western
Slide 13: Diversified, Integrated, and Full-Service Investment Bank
Diversified, Integrated, and Full-Service Investment Bank Diversified Products and Industry Expertise 2008 Revenue By Type By Industry M&A & Technology, Media & Consumer Advisory Telecom 8% 73% 27% Energy 25% Financial Leveraged Finance Industrial Services 11% 23% Healthcare Equity & Convertible 12%
Slide 14: Advisory & Underwriting Rankings
Advisory & Underwriting Rankings All M&A Deals (1) M&A Deals <$1 Billion (1) M&A Deals <$500 Million (1) RANK FINANCIAL ADVISOR DEALS RANK FINANCIAL ADVISOR DEALS RANK FINANCIAL ADVISOR DEALS 1 Banc of America Securities 180 1 Banc of America Securities 123 1 Houlihan Lokey 112 2 Goldman Sachs 171 2
Slide 15: Relationships to Leverage our Trading & Banking Platforms
Relationships to Leverage our Trading & Banking Platforms Jefferies Finance LLC – Jefferies and MassMutual’s Babson Capital – Lead managed 68 of the 89 transactions completed by Jefferies Finance since 2005 comprising $5.5 billion of commitments Jefferies High Yield Trading - Jefferies and Leuca
Slide 16: Strong Capital Position – BBB by S&P – Baa2 by Moody's
Strong Capital Position A strong, highly liquid balance As of September 30, 2008 ($Millions) Long-Term Debt $1,764 sheet Series A Convertible Preferred $125 Total Stockholder’s Equity $2,187 $4.1 billion in total long-term Total Capitalization $4,076 capital Credit Statistics Investment grade
Slide 17: Stock Performance Relative to Peers
Stock Performance Relative to Peers Change in Stock Price January 1, 2000 – December 31, 2008 Goldman JP Bank of Deutsche Merrill Morgan Bear Lehman Jefferies Sachs Morgan America Bank Lynch Stanley Stearns Wachovia Citigroup Brothers 156% -10% -39% -44% -67% -72% -78% -78% -83% -84% -99% Source: Je
Slide 18: The leading independent full-service securities firm serving companies and their investors
The leading independent full-service securities firm serving companies and their investors. February 2009 - Permission required to reproduce.
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