Jefferies

Pulled back from SPACs in 2022

Fees Earned

$400.0M

SPACs Underwritten

35

Bankrupt SPACs

2

Bankruptcy Rate

5.7%

Overview

Jefferies positioned itself as a go-to bank for growth-oriented SPAC deals, earning approximately $400 million in fees. The mid-tier investment bank punched above its weight in the SPAC market, handling deals that larger banks passed on. Many of these deals, predictably, performed poorly as they involved earlier-stage companies not ready for public markets.

Average Client Return

-50.0%

Average return for investors who held SPAC-merged companies underwritten by Jefferies. The bank collected its fees at IPO regardless of subsequent performance.

Notable Deals

Altimeter/Grab
dMY Technology SPACs
Various growth SPACs
Replay Acquisition

The Fee Structure Problem

SPAC underwriters like Jefferies typically earned 2% of the IPO proceeds upfront, with an additional 3.5% deferred fee paid at deal completion. On 35 SPAC IPOs, this generated approximately $400.0M in fees.

Crucially, these fees were earned regardless of whether the SPAC found a good target or whether investors made money. The deferred fee was paid from the trust at merger completion — meaning the bank had every incentive to push mergers through, even with subpar targets.