Apollo Global Management | Mergers and Acquisitions Presentation Deck | 48 slides

Apollo Global Management · 2021-03
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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Slide inventory

48
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Slide 1
front_matter
Open slide detailBeat · Situation & Context
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front_matter
Open slide detailBeat · Situation & Context
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transition
Open slide detailBeat · Situation & Context
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The slide uses a top-down flow diagram to connect asset classes (Yield, Hybrid, Opportunistic) to distribution channels (Retirement Services, LPs, Public Vehiclpresent_framework
Open slide detailBeat · Situation & Context
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establish_context
Open slide detailBeat · Situation & Context
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This slide serves as a core strategic thesis statement for Apollo.summarize
Open slide detailBeat · Situation & Context
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summarize
Open slide detailBeat · Situation & Context
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transition
Open slide detailBeat · Situation & Context
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The slide uses two bar charts to demonstrate a 21% CAGR for both AUM and FRE since the IPO.analyze_data
Open slide detailBeat · Situation & Context
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transition
Open slide detailBeat · Problem & Complication
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Includes a visual annotation (blue oval) highlighting profitability source.establish_context
Open slide detailBeat · Problem & Complication
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Includes CAGR metrics for both AUM and Adjusted Book Value.analyze_data
Open slide detailBeat · Problem & Complication
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The slide uses a simple arithmetic flow to define 'Net Investment Spread' and lists four key benefits of the model.present_framework
Open slide detailBeat · Problem & Complication
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The slide uses a comparison frame to highlight Athene's superior financial position relative to peers.compare_peers
Open slide detailBeat · Problem & Complication
15
The slide uses a stacked bar chart for Athene's flows and a bar chart for peer growth comparison.compare_peers
Open slide detailBeat · Problem & Complication
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The slide uses a waterfall-style logic to sum up total dry powder from various capital sources.analyze_data
Open slide detailBeat · Problem & Complication
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transition
Open slide detailBeat · Problem & Complication
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Uses a Venn diagram to illustrate the shift from a strategic partnership to a unified entity.present_solution
Open slide detailBeat · Problem & ComplicationLoop · Anchor
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The slide uses a color-coded table structure to categorize business segments (Funds, Platforms, Products) and highlights the strategic alignment between entitieanalyze_data
Open slide detailBeat · Solution & ApproachLoop · Anchor
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The circular diagram acts as a hub-and-spoke or ecosystem visualization of business units.present_solution
Open slide detailBeat · Solution & ApproachLoop · Anchor
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transition
Open slide detailBeat · Solution & ApproachLoop · Anchor
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Includes detailed footnotes explaining the calculation methodology for earnings and share counts.show_valuation_bridge
Open slide detailBeat · Solution & ApproachLoop · Anchor
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Uses a before-after framing to show how the merger addresses specific pain points for both entities.present_solution
Open slide detailBeat · Solution & ApproachLoop · Before After
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The slide compares Apollo standalone vs. a merged entity with Athene, highlighting pro forma earnings and per share growth.analyze_data
Open slide detailBeat · Solution & ApproachLoop · Before After
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summarize
Open slide detailBeat · Solution & ApproachLoop · Before After
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Uses a before-and-after framework to highlight value creation across seven key metrics.present_solution
Open slide detailBeat · Solution & ApproachLoop · Before After
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The slide highlights the addition of 'Retirement Services' in the pro forma structure with a blue circle annotation.present_framework
Open slide detailBeat · Solution & Approach
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transition
Open slide detailBeat · Solution & Approach
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The slide illustrates a structural change in the valuation model where the 'ATH Stake' from the pre-merger balance sheet is reclassified or expanded into 'Retirshow_valuation_bridge
Open slide detailBeat · Solution & Approach
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The slide uses a sum-of-the-parts (SOTP) methodology to derive an implied share price.show_valuation_bridge
Open slide detailBeat · Solution & Approach
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The table highlights Apollo's competitive positioning, specifically emphasizing its permanent capital base and governance structure.compare_peers
Open slide detailBeat · Evidence & Proof
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The slide uses a consistent color coding (Apollo in green, peers in grey) to highlight performance.compare_peers
Open slide detailBeat · Evidence & Proof
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The slide uses bar charts to compare financial metrics (CAGR, margins, P/E) of Apollo against a peer group.compare_peers
Open slide detailBeat · Evidence & Proof
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transition
Open slide detailBeat · Evidence & Proof
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The slide uses bar charts to compare financial metrics across a peer group, with Athene highlighted in blue.compare_peers
Open slide detailBeat · Evidence & Proof
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The slide uses a comparative bar chart structure to highlight Athene's superior performance across three key financial dimensions.compare_peers
Open slide detailBeat · Evidence & Proof
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The slide uses a mix of pie charts for business mix and bar charts for scale and growth metrics to highlight Athene's relative size and performance.compare_peers
Open slide detailBeat · Evidence & Proof
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The slide uses a mix of tables and bar charts to contrast two financial entities.compare_peers
Open slide detailBeat · Evidence & Proof
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transition
Open slide detailBeat · Evidence & Proof
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The slide uses a numbered list format to structure the valuation arguments.summarize
Open slide detailBeat · Evidence & Proof
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The slide uses a table structure to show how adding capital-intensive assets (Retirement Services) increases total economics compared to a standard asset manageanalyze_data
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Standard financial disclosure slide defining non-GAAP metrics.other
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Standard financial disclosure slide defining key performance metrics.other
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Standard financial reporting appendix slide for non-GAAP reconciliations and definitions.other