Change is the only constant, and impactful change demands bold investment. Apollo stands as a key financing partner for some of the most innovative sectors driving our future.
With the unprecedented need for secular CapEx, today’s high-growth companies are looking beyond traditional funding sources. They’re turning to Apollo’s expansive capital base and flexible solutions to support the long duration capital demands of the new economy.
Rising to Meet the Capital Needs of a Renaissance
Each century has its story of economic evolution. The 20th century saw unprecedented growth, fueled by railroads, utilities, and the dawn of the automotive industry. At the time, insurance companies were the bedrock of capital, supporting vast infrastructure needs.
A century later, we entered a period of great globalization in the markets, driven by deregulation and lower interest rates. This allowed banks and capital markets to play a critical role in funding expansion.
Today, we sit on the precipice of a new era —a secular Global Industrial Renaissance. The capital demands of key industries like utilities, digital infrastructure and support for the energy transition are estimated to be between $75-100 trillion. But this time, it’s private capital—nimble, adaptive and forward-looking—that can meet this challenge.
Unprecedented Need for Secular CapEx
1. TAMs reflect the views and opinions of Apollo Analysts based on expected aggregate investment/capex demands over the next 10 years. 2. Apollo Chief Economist. Represents the amount of highly leveraged debt maturing in the next five years. 3. 2024 Bain Global Private Equity Report. Represents unrealized buyout value as of December 31, 2023.
A Partner of Choice for the New Economy
Apollo aims to be a partner of choice for investment-grade companies seeking more than just capital. Our strengths—long-term, flexible capital, deep client relationships, and solutions-oriented mindset—allow us to address complex, large-scale financing needs that public markets alone cannot address.
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Watch the video to listen to senior executives at Apollo discuss the secular mega-trends including the clean energy transition, power and utilities, data centers, semiconductors and more.
Jim Zelter, Co-President, Apollo Asset Management: We are constantly a firm and a group of individuals that’s looking around the corner and saying, not just what is going on today, but what are the dynamics and what are the drivers.
Joseph Jackson, Partner, Credit: Technology is obviously innovating constantly. But the thing that gives Apollo an opportunity to be a large investor is the capital demands of the innovation that's going on.
Christopher Edson, Partner, Global Head of Origination: For different types of solutions, it could be hundreds of billions of dollars needed for the expansion of our technology infrastructure, for the expansion of our energy transition infrastructure.
Carey Lathrop, CEO, ATLAS SP Partners: The capital needs in certain industries, be it data centers, semiconductors, energy, clean transition are going to be immense.
Jim Zelter: Arguably, you could say the number is almost 100 trillion dollars. All these activities, we would tie together as a global industrial renaissance.
Jamshid Ehsani, Partner, Head of Global Principal Structured Finance: We could be a long-term partner providing a quantum of capital that makes a difference.
Natalia Tsitoura, Partner, Capital Solutions: Our interests are very much aligned with…the company that actually wants to continue to grow over time so we can continue to partner with them in order to provide further capital to support their growth.
Christopher Edson: These projects can be ten-plus billion dollars each. And the scale of that is almost too big for the traditional sources of financing to meet. And so having very large-scale providers help provide this directly is really solving these needs.
Matt Nord, Partner, Co-Head of Equity: We are almost taking this decade-long view around where industries are going, where companies are going. Positioning these companies to invest in the long-term, positioning these companies to be able to ride out the storms, both the highs and the lows…is how we think about partnering with management teams.
Adriaan van der Knaap, Managing Director, Principal Structured Finance: The real expertise that we have built over the last decade, in particular over the last five years, is to work with corporates and provide our flexible, long-term capital…in ways that solve their corporate finance problems.
Carey Lathrop: One of the things that is really differentiating is our ability to speak for size, do it with speed, and do it with certainty.
Jim Zelter: You have to be excited about the future when we think about companies that we are trying to finance and help match their aspirations and visions for the future.
Our collaborative approach with leading global corporations like Intel, Wolfspeed, Western Digital and New Fortress Energy, reflects our commitment and deep expertise.
"It's clear there is an outsized demand for long-term, patient capital, and we believe Apollo is at the forefront of meeting that demand."
Jim Zelter, Apollo Co-President
The bold ideas of tomorrow demand financing like no other. We’re more than capital providers—we’re architects of the future, helping lay the foundation for a Global Industrial Renaissance.
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