Apollo proposes merger with insurance firm Athene

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Apollo is taking full ownership of Athene. Here's how the mega insurance deal is part of a push to overhaul the PE giant's tarnished image.

The deal would create a $29 billion conglomerate and put to rest conflict of interest issues that previously arose from Apollo managing Athene as an independent company.

Athene, an insurance company now valued at $10 billion, has become one of Apollo's largest sources of investment capital, supplementing the billions of dollars it receives from a clientele largely made up of pension investors, sovereign wealth funds, and other institutional investors. Athene capital accounts for about 40% of the roughly $450 billion of assets under Apollo's management.

"There's no doubt the cross ownership structure of these two companies led to complexity and questions," said Glenn Schorr, an analyst with Evercore ISI who covers Apollo."This merger would clean all of that up."had frustrated the growth of its market cap and ambitions to join the S&P 500, its chief executive said on a call held Monday morning to discuss the merger deal.

In the proposed merger deal with Athene, Apollo said it would eliminate its dual-class voting shares, a governance change it said it would explore in January, when it released a report it commissioned to detail Black's associations with Epstein.

 

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