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Japan's SMFG Prepares for Possible Takeover of Jefferies, FT

March 24 (Reuters) - Japan's Sumitomo Mitsui Financial Group is working on plans for a possible takeover of Jefferies, the Financial ​Times reported on Tuesday, sending shares of the U.S. investment bank ‌up 9% in premarket trading.

SMFG, Japan's second-largest banking group, has assembled a small team to prepare for a potential move if a drop in Jefferies' share ​price creates an opportunity, the report said, citing people familiar with ​the matter.

Shares in the U.S. investment bank, which competes ⁠with some of Wall Street's biggest names, have fallen more than 36% ​this year after steep declines last year when a unit linked to ​Jefferies' asset management arm was involved in the bankruptcy of U.S. auto parts supplier First Brands.

It has come under scrutiny over its lending standards and risk appetite. Investors ​are suing the bank, alleging it defrauded them into investing in a ​fund linked to First Brands, which owed Jefferies' Leucadia Asset Management arm about $715 million ‌in ⁠receivables.

Reuters could not immediately verify the report. SMFG declined to comment and Jefferies did not immediately respond to a request for comment.

The U.S. firm has a market capitalisation of $8.17 billion as of Monday's close, according to ​LSEG data. SMFG's ​market value is ⁠about $124 billion.

SMFG first bought nearly 5% of Jefferies in 2021. In September, Sumitomo Mitsui Banking Corp, the ​banking arm of SMFG, raised its stake in Jefferies to ​up to ⁠20% with a $912 million investment.

Any move by Japan's SMFG is not imminent, the FT report said, adding there is no certainty Jefferies' executives would ⁠be willing ​to sell at a depressed share price.

SMFG ​will hold off if market conditions or Jefferies' management do not allow a full takeover, ​the newspaper added.

Reporting by Shivani Tanna in Bengaluru; Editing by Nivedita Bhattacharjee

Source: Reuters


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