Hey all. I wanted to expand off the recent forum regarding WB's reputation/exits in SF. Could anyone provide some more color on how JEF SF compares to WB? Is it worth lateraling to another firm to get UMM/MF looks? Any input would be appreciated.
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Both are good groups and have great deal flow. WB Tech does very well in the software space and is pretty dominant in the MM Sponsor space, and JEF also has great deal flow that tends to skew more towards the UMM and mid-cap space than WB Tech. JEF is also much better at the hardware space (advanced mobility, semiconductors, etc). Both firms have great exits into MM PE and Growth, and from my knowledge JEF edges out Blair in terms of UMM exits. That being said, the culture at Blair SF is much better than the culture at Jefferies SF. If you want MF looks, neither firm places particularly well, so you should definitely lateral to a BB.
Fair to say JEF SF has extended their mandate well above "MM peers." Recently strong exits into the UMM, mainly tech PE buyout funds. A lot of their exits have also been based on self selection, location preference, etc. Curious to see if they can gain more traction with MF exits as their sponsor relations have definitely improved in the last few years. Solid M&A deals with a good exposure to sponsor-related deals. Have gotten a few key sponsor mandates this year as they advised Thoma Bravo on Calypso, exclusive financial advisor on the H&F buyout of NPD, exclusive financial advisors on GI Partner's sale of Consilio, they worked with Centerview last year on Francisco's sale of Metaswitch to Microsoft.
Agreed that JEF has extended their mandate well above "MM peers" but the deals mentioned aren't all run by JEF SF Tech. H&F/NPD was NYC Media and M&A and GI Partners/Consilio was NYC Industrials (biz services) and M&A. This just speaks to the bank as a whole and how Jefferies is much different from 5-10 years ago. Every group is pulling in good mandates.
I appreciate the correction- good to see strong sponsor deal flow from M&A/Tech especially
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