Global alternative asset management firm with major private credit and private equity platforms.
- Apollo’s Yahoo Playbook, 5 Years After the $5B Deal
- Investors Turn on Data Center Builders as Rising Interest Rates Dampen the AI Trade
- Hyperscalers double-dip the chip
- Axios Pro Rata_ California clanger — 2026-09-01
- Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback
- The best unicorns aren't the biggest
- Nvidia’s Risky Business (Stratechery Article 8-11-2026)
- SpaceX's pricey pivot
- Gavin Baker - AI Market Jitters - [Invest Like the Best, EP.485]
- Silicon slump puts IPOs on ice
- When AI agents buy and sell
- 💥The Mark Up Game, Making of a Unicorn Founder, Capital Allocation's Death, AI Infra Eats Series A & More
“Legendary Entertainment, backed by Apollo, submitted a takeover offer for Lionsgate Studios (NYSE: LION), per Bloomberg.”
“It's one of the fastest-returning deals in the history of Apollo... we are playing with house money now.”
Source→“Johnson & Johnson said it's leaning toward spinning off its orthopedics unit, after having reportedly been in talks to sell it for around $20b to Apollo.”
“vVardis, a Switzerland-based maker of dental products, filed for a US IPO.”
Source→“It also extends a recent string of exit announcements for KKR, including Atlantic Aviation to Apollo for $10 billion and CoolIT Systems to Ecolab for $4.75 billion.”
Source→“Apollo and Triton agreed to sell Kelvion, a German provider of thermal management and heat exchange tech, to SLB for $3.4b in cash.”
Source→“The clustering of deals at the $10B mark signals sustained PE conviction in private aviation infrastructure.”
“Apollo agreed to acquire Atlantic Aviation, a Plano, Texas-based private jet fixed-base operator, at nearly a $10b valuation from KKR.”
“The PE firm closed a $300 million CV for Mountaintop Beverage, luring Apollo S3 as lead investor in a category that's tricky to enter.”
Source→“Nvidia is partnering with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to unlock $500B+ in third-party capital for AI infrastructure”
Source→“Exponent raised a €750m single-asset CV for H&MV Engineering, an Irish provider of high-voltage engineering and power infrastructure services. Backers include Apollo S3, Pantheon, and SQ Capital.”
“Nvidia yesterday announced plans to raise around $500 billion to help finance AI infrastructure buildouts, in partnership with six of North America's largest investment firms.”
“Nvidia announced plans to raise ~$500 billion to finance AI infrastructure buildouts, partnering with six of North America's largest investment firms. The mechanism mirrors structured finance instruments from other capital-intensive industries.”
“Together, we are creating repeatable financing platforms to help the AI ecosystem build the factories it needs.”
Source→“Apollo agreed to buy U.K. budget carrier EasyJet for around $7.7b, beating out Castlelake.”
“In January 2025, it picked up Argo Infrastructure Partners in a deal that gave the firm a foothold in middle-market core- and core-plus infrastructure.”
Source→“Apollo CEO Marc Rowan said the 'brain damage' associated with buying people-oriented businesses means it is not worth it unless the deal helps the firm expand into new market segments, rather than just consolidating its strength in existing ones.”
Source→“I'm sure our friends at Blackstone and Apollo are suggesting some variant of this to the memory companies.”
Source→“Apollo Global Management committing $1.5 billion into Singapore-based Keppel's oil rig fund”
Source→“The fund closed 60% above its original $4B target and set a global record for debut secondaries vehicles, surpassing Apollo's prior record of $5.4B.”
Source→“Drexel Burnham Lambert's team 'engineered PIK bonds and the high-yield debt market in the 1970s–80s before founding Apollo, Ares and Cerberus.'”
Source→“A Blackstone-led consortium is investing $5.34b in Williams (NYSE: WMB) to fund five power projects. Apollo and KKR are also participating.”
“The previous valuation record for an NFL team was set in 2023, when a group led by Apollo Global Management co-founder Josh Harris bought the Washington Commanders for $6.05 billion.”
Source→“Apollo's backing enabled Michaels to reposition itself as 'culturally relevant' while Party City and Joann Fabrics collapsed.”
Source→“Michaels is a case study in using PE capital for active transformation rather than financial engineering. While peers failed in the post-pandemic environment, Michaels used Apollo's backing to invest in concept store reimagination and brand relevance.”
Source→“Apollo's Hybrid Value business has raised $14.4 billion across three closed-end funds since 2018”
Source→“Apollo's Hybrid Value business has raised $14.4 billion across three closed-end funds since 2018, and demand is accelerating as the macro environment grows more uncertain.”
Source→“Apollo's Matt Nord identifies a dangerous disconnect: "Normally, when there are a lot of risks, valuations are lower; that's how you get compensated for taking risk."”
Source→“Adam Biren...Joined AEA Investors as partner and head of capital formation — senior talent movement in PE fundraising infrastructure”
“It's reportedly weighing a $1.5 billion buyout bid from Irth Capital and the chain's largest franchisee.”
“Apollo Global Management-backed Thoreau Group is in advanced talks to acquire Ensemble Health Partners in a deal valued at about $12 billion.”
Source→“Apollo Global Management-backed Thoreau Group is in advanced talks to acquire Ensemble Health Partners in a deal valued at about $12 billion.”
Source→“The inclusion of Apollo — a $650B+ AUM traditional asset manager — alongside VanEck signals that institutional finance is beginning to treat on-chain credit infrastructure as a legitimate asset class, not a speculative bet.”
Source→“Apollo and Blackstone have partnered with Broadcom to launch an AI infrastructure platform backed by an initial $35 billion loan... It's also one of the largest private credit deals ever.”
“The platform is designed to enable more than 20 gigawatts of compute capacity through 2028.”
“Apollo — Cited as a visual data source illustrating the decade-long unicorn buildup with no clear public market path.”
Source→“Apollo Global Management and Blackstone have anchored a $35 billion loan secured against the chips that train and run AI, the first of what is likely to be a series of financings secured against hardware produced by Broadcom.”
Source→“Holding the hardware in the SPV keeps it off Anthropic's balance sheet — useful for a company preparing to list on a market where companies with high debt loads are often punished by investors. ... The use of off-balance-sheet financing has also set alarm bells ringing among regulators.”
“Athene accounts for a 'sizable portion' of the initial tranche”
Source→“Morpho raised a $175 million round at a valuation of up to $2 billion. Investors included Paradigm, Ribbit Capital, Andreessen Horowitz, Apollo, Circle, and VanEck.”
Source→“Morpho, an 'open credit network,' raised $175m from Paradigm, Ribbit Capital, a16z, Apollo, Circle, and VanEck.”
“CEO Jim Lanzone signaled an IPO is coming: "The plan is not to stay private forever... I don't think it's too far off."”
Source→“If private credit, which is the senior lender to a whole bunch of PE-based deals is struggling... they were at 5x EBITDA leverage, they're worried. Then the PE guys who are from five to 10, in other words, the equity is below the debt in the stack. If the debt's in trouble, the equity is dead.”
Source→“Apollo Global Management and Blackstone are working on a $36 billion debt financing deal to help purchase chips from Google for use in Anthropic's AI infrastructure.”
Source→“Apollo invested $2 billion in the deal, which values Apex at $10 billion.”
Source→“Apollo and Blackstone are seeking to bring new investors into its $36 billion private debt deal to help Anthropic buy custom chips from Google.”
Source→AI-extracted from podcast / newsletter / paper summaries. May contain errors.