The Jefferies 2025 Public Tech Conference brought together top bankers, investors, founders, and tech executives to discuss the sector’s key trends and developments. The insights below are drawn from interviews and panels with conference attendees. When tariff announcements rattled markets in early April, no sector took a bigger hit than technology. Public tech stocks fell
Both sponsors and strategics are eager to transact, and with the right conditions, many expect activity to pick up. The question is whether recent volatility will get in the way.
At Jefferies’ Private Growth Conference, sector leaders discussed the trajectory of AI adoption and how it’s shaping dealmaking in 2025.
The cybersecurity sector is rapidly transforming, spurred by the transition from cloud-based to AI-native technologies and the urgency for governments to shore up national security vulnerabilities. Jefferies Managing Director Tim Roepke believes some cybersecurity companies are so valuable – and critical to the technology ecosystem – that they are fundamentally shifting the deal landscape and
We recently spoke with Evan Osheroff, Jefferies’ Managing Director of Software Investment Banking, to get his take on what’s shaping the technology market and where it’s headed.
We recently met with Kumin at the Jefferies Private Internet Conference in Los Angeles, where we explored his vision for AI’s future and its impact on growth investing within private equity.
Nicole Quinn, a partner at Lightspeed Ventures discusses how AI is reshaping tech companies, and where consumer brands fit into the equation.
This explosive growth in data centers, coupled with infrastructure and power constraints, presents both challenges and opportunities for a myriad of sectors, including utilities, energy, capital goods, infrastructure/construction, and more. A new report led by Jefferies Utilities and Clean Energy team, with input from more than 20 Jefferies analysts around the world, explores the implications of this growth, the economic dynamics, and the strategic moves needed to sustain the sector’s expansion.
Technology capital markets have been in a transaction winter since the end of 2021. That deep freeze appears to be ending and the field of prospective buyers is expanding.