Apollo and Mubadala Extend Strategic Partnership

Deal News | Nov 11, 2024 | Apollo

Apollo Global Management and Mubadala Investment Company announced the extension of their multi-billion-dollar partnership, initially established in 2022. This long-term agreement aims to strengthen Apollo's Capital Solutions business and its ability to source investment opportunities across various asset classes, catering to global demand for tailored private debt and equity financing solutions. The extension also provides Mubadala access to Apollo's unique origination ecosystem, reflecting a broader trend in corporate financing towards private market execution. At its recent Investor Day, Apollo outlined a new target of achieving $275 billion in annual origination over the next five years, positioning itself as a major capital provider in sectors like clean energy and digital infrastructure. Throughout their partnership, Apollo and Mubadala have collaborated on several strategic ventures, including a $2.5 billion joint venture focused on global private credit opportunities and a new middle market lending vehicle initiated earlier this year.

Sectors

  • Private Equity
  • Investment Management
  • Corporate Finance
  • Renewable Energy

Geography

  • United States – Apollo Global Management is based in New York, playing a significant role in private equity and alternative investments in the US.
  • United Arab Emirates – Mubadala Investment Company is based in Abu Dhabi, UAE, with a global investment portfolio.

Industry

  • Private Equity – The partnership extension involves Apollo, a leading player in the private equity sector, enhancing its investment sourcing capabilities.
  • Investment Management – Both Apollo and Mubadala engage in asset management, with a focus on generating financial returns through strategic investments.
  • Corporate Finance – The collaboration between Apollo and Mubadala focuses on providing innovative financing solutions to large corporates.
  • Renewable Energy – Apollo's new origination targets include supporting the clean energy transition, indicating involvement in the renewable energy sector.

Financials

  • $2.5 billion – Size of the joint venture formed by Apollo and Mubadala for global private credit opportunities.
  • $275 billion – Apollo's new target for annual origination volumes over the next five years.

Participants

NameRoleTypeDescription
Apollo Global ManagementPrivate Equity FirmCompanyApollo is a prominent global alternative asset manager involved in various asset classes including private equity and credit.
Mubadala Investment CompanyInvestment FirmCompanyMubadala is a sovereign investment company managing a global portfolio focused on sustainable returns.
Jim ZelterCo-President of Apollo Asset ManagementPersonJim Zelter leads Apollo Asset Management, overseeing strategic initiatives and partnerships.
Omar EraiqaatDeputy CEO of Diversified Investments at MubadalaPersonOmar Eraiqaat supports Mubadala's investment strategy and partnerships in diversified sectors.
Eric NeedlemanPartner and Head of Apollo Capital SolutionsPersonEric Needleman heads Apollo's Capital Solutions, managing strategic growth and origination.
Fabrizio BocciardiHead of Credit Investments at MubadalaPersonFabrizio Bocciardi oversees credit investments at Mubadala, focusing on private debt.