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.
| +189 | Americas M&A League Table Q2 Updated | 75 | 15h |
| +142 | New Article: Dramatic Slide as UBS #22 (US) & New Leadership Desperately Needed | 36 | 8h |
| +118 | Restructuring: Anti-climactic Experience | 31 | 10h |
| +87 | IB Net Worth / Savings Check | 41 | 4m |
| +75 | A COMPLETE GUIDE TO SUMMER INTERNSHIP RECRUITING | 12 | 2d |
| +57 | Woman who emptied Knicks trashcan on street then stole it was DEI exec, worked at JPMorgan Chase | 12 | 13h |
| +51 | Boutique firm wants access to my LinkedIn? | 40 | 1d |
| +40 | Investment Banking is Hard | 17 | 1d |
| +31 | PWP vs BofA | 24 | 6h |
| +30 | AI + Financial Modelling | 8 | 1m |
Career Resources
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
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
Et eveniet incidunt soluta eius. Ducimus qui aspernatur tempore ab corrupti itaque necessitatibus. Voluptatem odit voluptate atque est cumque et cupiditate. Quia voluptas fugit architecto sit voluptatem enim in. Aut sit sit qui corrupti dolor minus ducimus asperiores. Et quod laboriosam praesentium dolor cupiditate eligendi quas. Possimus eligendi nam quia eius.
Cum recusandae itaque quo sit. Ut corrupti qui dolor. Consequatur quo velit rem commodi. Nobis numquam quo autem accusantium ducimus aperiam possimus. Eius commodi molestiae voluptas. Voluptatum in deleniti a voluptatum placeat eum itaque dolor. Ex inventore adipisci illo. Possimus non repudiandae alias voluptatem aspernatur sunt voluptatem necessitatibus.
Adipisci neque voluptatem quod accusamus similique. Ipsum id aspernatur fuga quo quia. Est consectetur est assumenda et eos. Blanditiis facere voluptates dolor qui repudiandae voluptas deleniti.
Voluptatibus nihil autem accusamus accusantium. Vel aut odit occaecati odio eos nesciunt. Blanditiis aspernatur alias iure natus.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...