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SMFG Prepares for Possible Jefferies Takeover, FT Reports

The report highlights Jefferies' slide-driven vulnerability to a buyer.

Overview

  • Japan’s Sumitomo Mitsui Financial Group has assembled a team to be ready for a potential move on Jefferies if its valuation weakens further, according to the Financial Times.
  • Jefferies shares rose about 6% in Frankfurt trading after the report, reflecting investor bets on a possible deal.
  • Reuters said it could not verify the FT story, and both Jefferies and SMFG did not provide immediate comment.
  • The FT said any approach is not imminent, and it remains unclear whether Jefferies’ leaders would sell at a depressed price.
  • Jefferies’ stock is down more than 36% this year after prior hits tied to the First Brands bankruptcy and the collapse of Market Financial Solutions, with investor lawsuits citing about $715 million in receivables owed to Jefferies’ Leucadia unit and LSEG data showing a market value of $8.17 billion versus SMFG’s $124 billion.