Bridging the gap between strategy and economics, with original insights on industry trends and global markets
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.
On August 18, 2025, Jefferies completed the three-part $3.1 billion sale of Altera Infrastructure, an energy portfolio company of Brookfield Asset Management. Learn how across 17 months, Jefferies lined up buyers in Malaysia, Greece, and the U.K..
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.
On a recent Jefferies webinar, leaders from the firm’s Washington Policy & Sustainability, and Global Macro teams explored how U.S. policy and global macro trends are shaping investor behavior heading into the second half of the year.
The deal brings together two major players in software and cloud solutions. Valued at $1.3 billion, it’s the largest pan-European transaction in two years and the only Swiss-led acquisition since 2022 to top the $1 billion mark.
A record number of investors entered the market for credit secondaries in 2024. Halfway through 2025, this trend continues to accelerate at a fast pace.