Core Viewpoint - Apollo has agreed to sell its interest in MAFTEC Group Co., Ltd., a leader in ultra-high temperature heat insulating solutions, to funds managed by Advantage Partners, with the transaction expected to close in the second half of 2025 [1][5]. Company Overview - MAFTEC was established from the separation of Mitsubishi Chemical's Thermal and Emission Control Materials business, which Apollo acquired in March 2022 [2]. - Apollo played a crucial role in MAFTEC's product development and market establishment, contributing to significant EBITDA growth over the past three years [2][3]. Management Insights - Tetsuji Okamoto from Apollo expressed pride in MAFTEC's achievements and confidence in its long-term growth potential, highlighting the company's innovative material processing technology [3]. - Kosuke Matsuzaki, CEO of MAFTEC, acknowledged Apollo's support in executing the company's standalone strategy and expressed optimism about future collaboration with Advantage Partners [4]. Investment Strategy - The investment in MAFTEC reflects Apollo's strategy as a solution provider and strategic partner to leading Japanese conglomerates, with previous investments including Panasonic Automotive Systems and Altemira [4].

Group 1 - Jennifer Lin is joining Apollo Global Management Inc. as a managing director focusing on U.S. loan transactions [1] - Lin was previously a prominent figure in private credit transactions at JPMorgan [1] - She is expected to concentrate primarily on liquid debt transactions [1]

Core Insights - Apollo has appointed Celia Yan as Partner and Head of Hybrid for Asia Pacific, aiming to expand its hybrid platform in the region [1][2] - The hybrid business focuses on providing creative, partnership-driven capital solutions that bridge traditional debt and equity, addressing various financial needs of companies [2][4] - Yan brings over 20 years of experience in private investment across Asia Pacific, previously serving as Head of APAC Private Credit at BlackRock [3][4] Company Strategy - The hybrid strategy is designed to help companies fund growth initiatives, generate liquidity, and deleverage balance sheets, with a focus on customized solutions [2][4] - Apollo's integrated platform and global reach, combined with a strong local presence, position the firm to deliver hybrid capital at scale in Asia Pacific [4] - The firm sees an attractive opportunity for hybrid growth in the region as companies increasingly seek structured and creative capital solutions [4] Leadership and Expertise - Celia Yan's extensive background in private markets investing and managing cross-border teams is expected to enhance Apollo's hybrid business growth [4] - Yan holds a Bachelor of Commerce from the University of Melbourne and a Master's in Applied Econometrics from Monash University [4] Company Overview - Apollo is a high-growth global alternative asset manager with approximately $785 billion in assets under management as of March 31, 2025 [5] - The firm aims to provide clients with excess returns across the risk-reward spectrum, from investment-grade credit to private equity [5]

Core Viewpoint - Excelitas has appointed Lynn Swann to its Board of Directors, highlighting the company's commitment to attracting high-integrity leaders with diverse perspectives to support growth and innovation [1][2][3]. Company Overview - Excelitas is a leading provider of advanced technologies serving global market leaders in life sciences, advanced industrial, next-generation semiconductor, and avionics sectors [1][3]. - The company is headquartered in Pittsburgh, PA, and focuses on the design, development, and manufacture of advanced technologies, including sensing, detection, imaging, optics, and specialty illumination [3]. Leadership Experience - Lynn Swann brings extensive business acumen and leadership experience, having served on the boards of several notable companies, including Apollo Global Management, Xylem Inc., and Caesars Entertainment [2]. - His appointment is expected to provide valuable insights as Excelitas expands its global footprint and pursues its corporate purpose of enriching life and driving innovation [3]. Strategic Focus - Excelitas is positioned at the forefront of addressing significant megatrends such as precision medicine, industrial automation, artificial intelligence, and connected devices (IoT) [3].

Core Viewpoint - New Home Co. has successfully acquired Landsea Homes Corporation, creating a top-25 national homebuilder with a strong growth foundation [1][2]. Company Overview - New Home Co. focuses on designing, constructing, and selling attainable single-family homes targeting entry-level and first-time move-up buyers in high-growth markets across the West, Central, and Pacific Northwest regions [5]. - Landsea Homes is a residential homebuilder based in Dallas, Texas, known for designing and building sustainable master-planned communities in desirable markets, having received multiple awards for its transformation and sustainability efforts [6]. Transaction Details - The acquisition was funded through an equity contribution from Apollo, land banking capital from Millrose Properties, and a senior notes offering by New Home [3]. - Landsea Homes' common stock has been delisted from NASDAQ, with shareholders receiving $11.30 per share in cash [2]. Leadership - The combined company will be led by Matthew Zaist, the current President and CEO of New Home [1][2]. Advisors - J.P. Morgan Securities LLC, RBC Capital Markets, Vestra Advisors, and Wells Fargo served as financial advisors to New Home, while Moelis & Company acted as the exclusive financial advisor to Landsea Homes [4].

Core Insights - Apollo-managed funds have completed a $750 million investment grade rated financing for Mumbai International Airport Ltd. (MIAL), a subsidiary of Adani Airports Holdings Limited, which operates Chhatrapati Shivaji Maharaj International Airport, the second largest airport in India [1][2]. Financing Details - The financing consists of 4-year senior secured notes aimed at refinancing existing debt, enhancing MIAL's financial flexibility for operations, modernization, and sustainability initiatives [2]. - The structure allows for an additional $250 million in funding to accelerate capital expenditure and capacity expansion, marking it as one of the largest private investment grade rated deals in India's infrastructure sector [2]. Strategic Importance - This financing is part of MIAL's ambitious growth capital expenditure plans, with Apollo previously providing operational flexibility to deleverage [3]. - The investment positions MIAL to enhance the airport experience for travelers and aligns with the Adani Group's execution capabilities [3]. Market Context - India is identified as an attractive market for hybrid and credit financing, particularly for critical infrastructure projects, making it a key focus for Apollo in Asia [3]. Sustainability Commitment - MIAL is committed to sustainability, aligning with UN Sustainable Development Goals through initiatives such as transitioning to electric vehicles and achieving net zero emissions by 2029 [4]. Company Background - MIAL operates under a Public-Private Partnership model, with Adani Airport Holdings Limited holding a 74% stake and the Airports Authority of India holding 26% [6].

Core Viewpoint - Apollo has signed an agreement to invest up to £4.5 billion in fixed-rate callable notes issued by Électricité de France (EDF) to primarily finance EDF projects in the UK, particularly the Hinkley Point C nuclear power station, marking one of the largest sterling-denominated note issuances on record [1][2]. Group 1: Investment Details - The investment will be used mainly for EDF projects in the UK, with a focus on the Hinkley Point C nuclear power station [1]. - This transaction is noted as the largest-ever capital funding transaction executed by EDF and the largest private credit transaction in the sterling market [2]. - Apollo has a history of investing in French companies, having provided €2.5 billion of High-Grade Capital Solutions to Air France-KLM in recent years [2]. Group 2: Apollo's Investment Strategy - Since 2020, Apollo has originated over $100 billion of bespoke capital solutions for leading companies, including Intel, Air France-KLM, BP, Sony, and AB InBev [3]. - Apollo aims to provide clients with excess returns across the risk-reward spectrum, from investment-grade credit to private equity [5]. Group 3: Legal and Financial Advisory - Latham & Watkins, LLP and Kirkland & Ellis LLP acted as legal counsel to Apollo, while Apollo Capital Solutions Europe B.V. provided structuring and arrangement services for the transaction [4]. - BNP Paribas and Hogan Lovells, LLP served as financial and legal advisors to EDF, respectively [4].

Group 1 - Apollo, a major US private equity firm, will provide £4.5 billion (approximately $6 billion) in financing for the delayed Hinkley Point C nuclear power station in the UK [1] - This transaction is expected to become one of the largest private credit deals in the UK [1] - The private market is focusing on the opportunities arising from the anticipated boom in European infrastructure projects over the next decade [1]

Core Insights - Mosaicx has launched its next-generation Engage platform, which is an AI-native, omnichannel virtual agent solution designed for modern enterprises, showcasing its commitment to innovation and customer experience [3][4] - The company received the CCWomen's Best Workplace for Gender Equity Award, highlighting its dedication to fostering an inclusive workplace culture [2][4] Company Developments - The Engage platform aims to enhance customer interactions by enabling adaptive, voice-led, and personalized experiences, moving beyond traditional intent-based workflows [3] - Mosaicx's strategic priorities include leading with breakthrough technology, delivering measurable customer outcomes, and cultivating a high-performing, inclusive culture [4] - The new Engage platform is set to be generally available in Q3 2025, indicating a timeline for market introduction [4] Industry Impact - Mosaicx's innovations are positioned to improve customer retention, reduce operational costs, and provide faster time to value for clients across various sectors, including healthcare, financial services, and retail [4][5] - The company is part of WestCX under the West Technology Group portfolio, which is managed by affiliates of Apollo Global Management, indicating strong backing and resources for its initiatives [5]

Apollo Global Management Investor Presentation November 2024 Forward Looking Statements & Other Important Disclosures In this presentation, references to "Apollo," "we," "us," "our" and the "Company" refer collectively to Apollo Global Management, Inc. and its subsidiaries, or as the context may otherwise require. This presentation may contain forward-looking statements that are within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 193 ...