Jefferies

At Jefferies’ fourth annual Office of the CFO Summit, leaders from 75 companies and nearly 175 investors gathered to discuss key trends, opportunities, and challenges in this growing space. Read Jefferies’ recap of the Summit, about how the OCFO became a focus for investors, sector trends, and more. https://spklr.io/6042x5sj

That’s a wrap for the 2024 Jefferies London Healthcare Conference! We welcomed a record number of delegates this year, with over 4,000 attendees covering healthcare corporates, private equity and venture capital firms, institutional investors, and others from the healthcare sector, cementing the event as the largest healthcare-dedicated conference in Europe. ? As well as providing attendees from across the industry with insights and opportunities to connect, many people will have taken away from the three-day conference that: ? 1. Each healthcare subsector continues to see an exciting level of innovation 2. The companies well-positioned for growth can still access capital 3. Companies and private equity firms continue to be interested in strategic transactions across virtually all the subsectors, indicating a strong outlook for deal activity ? Thank you to our sponsors Boston Consulting Group (BCG), Datasite, FTI Consulting, McKinsey & Company, PwC, Ropes & Gray LLP, Goodwin, Latham & Watkins and L.E.K. Consulting for their partnership. ? #JefferiesHealthcare ?

The seventh edition of the Jefferies Healthcare Temperature Check was just released and it captures a record number of views from senior leaders and investors across the global healthcare sector. The annual research report once again explores the issues at the top of the healthcare agenda that will be addressed during our London Healthcare Conference this week. We were encouraged to see stronger conviction in a positive outlook for markets, with two thirds of respondents believing the FTSE 100 will be higher by the end of 2025. This confidence is even higher for Healthcare itself, with 73% expecting the MSCI World Healthcare Index to end higher by the end of 2025, up from just over half of respondents last year. See full results here: https://spklr.io/6043xbAb

We just released the seventh edition of the Jefferies Healthcare Temperature Check, our annual research report that explores the issues at the top of the healthcare agenda. Capturing a record number of views from senior leaders and investors from across the global Healthcare sector, the report and its findings act as an essential source of insight to complement the information-sharing and connections we can expect at our London Healthcare Conference this week. It has been another challenging year for global markets, characterized by a higher-for-longer interest rate environment, continued geopolitical instability and democratic uncertainty with almost half of the world’s population voting in national elections – more than ever in history. However, Healthcare has again demonstrated its ability to adapt, innovate and prove its resilience. See full results here: https://spklr.io/6042xkcs #JefferiesHealthcare

We’re delighted to welcome John Maraganore to Jefferies, who joins as Senior Advisor. He is a proven veteran in the biopharma space developed through an illustrious career as CEO of Alnylam Pharmaceuticals and then as a trusted investor, advisor and board member to an array of companies. He also led the advancement of RNAi therapeutics as a whole new class of medicines, bringing four approved medicines to patients around the world. John’s decades of experience at the center of the biopharma industry will be an exceptional asset to Jefferies’ healthcare franchise as it deepens its position as a trusted advisor and thought partner at the nexus of public, private companies, and capital. https://spklr.io/6042xX9g

Jefferies is pleased to have served as financial advisor to Anaqua, a portfolio company of Astorg and a global intellectual property (“IP”) management software platform, in its proposed sale to Nordic Capital. Anaqua’s platform provides integrated software, data, analytics and related services across the entire IP value chain. This partnership will propel Anaqua into the next phase of growth, as the company works to expand its global capabilities and depth of offerings for new and existing customers. The transaction adds to Jefferies’ track record of advising on marquee transactions in the software and legal technology space.

Jefferies recently hosted an Alumni event presented by our Financial Sponsors Group (FSG), bringing together over 100 current and former employees from across the firm, including FSG leaders Jeffrey Greenip, Global Head of Financial Sponsors, and Mike Simpson, Managing Director, who took the opportunity to welcome past colleagues. It was a pleasure to see so many returning Alumni, who have contributed to Jefferies’ ongoing success. We are incredibly grateful for our Alumni Network and the ongoing relationship-building it fosters. Jefferies looks forward to hosting many more events as our network continues to grow. Watch below for a glimpse into the event and to hear from Alumni about their Jefferies experience.

Ahead of Jefferies’ annual Global Healthcare Conference kicking off this week we sat down with Tommy Erdei, Joint Global Head of Healthcare Investment Banking, for his outlook on the healthcare sector and key trends shaping 2025. From his perspective, Healthcare’s momentum will continue to build. Private equity activity has remained steady, relative to other sectors. There are robust pipelines of innovation. And industry leaders are sitting on large cash reserves, supporting strategic M&A. Read more about the sector and Erdei’s perspective here: https://spklr.io/6047xzqH #JefferiesHealthcare

We were honored to be joined by John Amaechi OBE, for a thought-provoking fireside chat that was facilitated by Rishi Bhuchar, Global Co-Head of Real Estate and EMEA Head of REGAL. As a respected organizational psychologist, John provided insights on how we all can transform the workplace by building an inclusive culture, practicing empathy and demonstrating accountability. Thank you to JEMS and JMOSAIC+, Jefferies’ Ethnic Minority and LGBTQ+ Employee Resource Groups, for hosting this engaging discussion. We look forward to embracing John’s powerful perspective and turning these learnings into actions to foster an environment where every individual can thrive! #JefferiesDEI #JEMS #JMOSAIC+

This year marks the 15th anniversary of the largest Healthcare-dedicated conference in Europe — Jefferies London Healthcare Conference taking place November 19-21. The conference will once again feature leading global public and private companies from the pharmaceuticals, biotechnology, medical technology, and Healthcare services sectors. In advance of the conference, we sat down with Tommy Erdei, Jefferies Global Joint Head of Healthcare Investment Banking, for a Q&A on a range of topics from private equity activity in the Healthcare sector to emerging dynamics at Healthcare companies. Hear from him below. #JefferiesHealthcare