On the Record · Jefferies Group

Jefferies Group acquisitions, on the record

The businesses Jefferies Group bought and sold, as its annual reports describe them, with the cash it reported paying for acquisitions each year and every deal filing since 2016.

Deals its annual reports describe

Business	Deal	When	Value
entity in Australia Word for word“Goodwill acquired in the year ended November 30, 2019 was in connection with our purchase of an entity in Australia and relates to our Investment Banking and Capital Markets business segment.” 10-K for 2019	acquisition	Year Ended November 30, 2019	—
LIML Word for word“Goodwill acquired in the year ended November 30, 2018 was in connection with our purchase of LIML and relates to our Asset Management business segment.” 10-K for 2019	acquisition	Year Ended November 30, 2018	—
an entity in Australia Word for word“Goodwill acquired was in connection with our purchase of an entity in Australia and relates to our Investment Banking and Capital Markets business segment.” 10-K for 2020	acquisition	—	—
a wholly-owned subsidiary primarily invested in short-dated receivables Word for word“On November 3, 2020, Jefferies sold a wholly-owned subsidiary primarily invested in short-dated receivables that related to an asset management strategy to an investment fund managed by us for approximately $ 180.7 million.” 10-K for 2020	divestiture	November 3, 2020	approximately $ 180.7 million
CoreCommodity Capital, LLC Word for word“On November 27, 2019, we transferred our investment in CoreCommodity Capital, LLC, an asset manager, along with a related accrued receivable and deferred tax asset, to Jefferies, in return for a total cash payment of $ 31.0 million.” 10-K for 2020	divestiture	November 27, 2019	$ 31.0 million
50 % interest in Berkadia Word for word“On October 1, 2018, Jefferies transferred its 50 % interest in Berkadia and capital investments in certain separately managed accounts and funds to us.” 10-K for 2020	acquisition	October 1, 2018	—
LIML, an investment advisory company Word for word“On November 1, 2018, we purchased LIML, an investment advisory company, from Jefferies.” 10-K for 2020	acquisition	November 1, 2018	—
a wholly-owned subsidiary primarily invested in short-dated receivables that related to an asset management strategy Word for word“• On November 3, 2020, Jefferies sold a wholly-owned subsidiary primarily invested in short-dated receivables that related to an asset management strategy to an investment fund managed by us for approximately $ 180.7 million.” 10-K for 2021	divestiture	On November 3, 2020	approximately $ 180.7 million

As filedReported in the company's financial data (XBRL), each linked to its filing
Fiscal year ended	Goodwill from acquisitions
2017-11-30	$0
2018-11-30	$400,000
2019-11-30	$104,000
2020-11-30	$0

Deal filings since 2016

2022-11-01 Form 8-K, Item 2.01: Completion of Acquisition or Disposition of Assets

Read from Jefferies Group’s annual reports (10-K for 2021, 10-K for 2020, 10-K for 2019) and the financial data it files with the SEC, as of 2022-01-28. Every quotation is word for word from the filing linked beside it; how these pages are built and checked. The full record is in its company data sheet.