Jefferies and Sumitomo Mitsui deepen partnership with stake increase - report

Published 19/09/2025, 09:04
© Reuters.

Investing.com -- Wall Street investment bank Jefferies Financial Group (NYSE:JEF) and Japan’s Sumitomo Mitsui Financial Group (TYO:8316) are strengthening their strategic partnership through multiple initiatives aimed at expanding their global reach, according to the Wall Street Journal on Friday.

SMFG’s commercial banking unit, SMBC, plans to increase its ownership stake in Jefferies to up to 20% from its current 15% through open market purchases, according to executives who spoke with The Wall Street Journal.

As part of the expanded relationship, SMBC will provide Jefferies with approximately $2.5 billion in new credit facilities to support their joint business efforts.

The two financial institutions are also establishing a joint venture in Japan, scheduled to launch by January 2027.

This venture will combine SMBC Nikko Securities, SMFG’s securities division, with Jefferies’s existing Japanese operations to offer clients equity research, sales and trading, and equity capital markets services.

Additionally, the partnership will extend joint services to larger private-equity firms across the Europe, Middle East and Africa region.

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