Boardroom Intelligence

Crafting a narrative is a medium that transcends the entertainment industry. While the shift from media executive to entrepreneur and investor is one with many parallels across roles, few have succeeded in leveraging both lenses as aptly as Jeffrey Katzenberg.

This will be the first publication in a series of articles by Jefferies Credit Partners designed to bring investors under the hood of underwriting private credit. Private credit has rapidly evolved from a niche asset class into a significant force in the global lending landscape. It has grown at a rate of 15.6% per year between […]

In September, Jefferies hosted a group of investors in India as part of its annual forum and broader efforts to study the country’s energy transition. Since the last trip two years ago, there were notable shifts across the macro, company, and policy landscape. India — now the world’s fourth-largest renewables market by capacity, with a […]

The venture capital ecosystem has undergone a structural shift. As venture-backed companies have opted to remain private for longer, distributions for fund limited partners (LPs) have become increasingly constrained. This liquidity bottleneck has prompted general partners (GPs) to explore alternative solutions – chief among them, GP-led secondary transactions.

Until recently, sponsors investing in real assets sectors were slower to adopt continuation vehicles to deliver liquidity for their limited partners. Things are different today: sponsors are increasingly tapping the secondary market not only to generate liquidity solutions for their energy, real estate, and infrastructure assets, but also to achieve their long-term strategic objectives.

AI has increasingly become one of the key strategic areas global governments are focused on – with each aiming to secure the talent, data, and infrastructure to build and control advanced systems at home. This push — which NVIDIA’s Jensen Huang has popularized as sovereign AI — reflects a broader return of state power to […]

India’s public markets are navigating a complicated mix of global and domestic challenges, but Jefferies’ Head of Equity Capital Markets, Jibi Jacob, sees encouraging signs for the rest of the year. Tariffs, shifting investor flows, and secondary market volatility have tempered activity in recent months, but Jacob believes momentum is building toward a stronger finish […]

After two years of muted dealmaking by private equity sponsors, we have seen a healthy pickup in M&A and IPO activity and expect more momentum through next year. 

Despite broader market volatility, transaction activity across both evergreen and secondary strategies has remained resilient.