Equity | Case Study
Brightspeed: Broadband Across the Land
In 2021, Apollo Private Equity Funds agreed to acquire Lumen Technologies’ ILEC assets and associated operations to create Brightspeed Internet. Learn more about Brightspeed’s strategy to help bridge the digital divide.
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Equity | Case Study
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Market Insight | View from Apollo
Private Equity Portfolios: Three Key Dimensions of Diversification
Diversification has long been a cornerstone of investing, but what does it really mean in private equity today? In this episode, lead equity product specialist Bryn Gostin explores how diversification across managers, company size and sectors can help support more resilient portfolios in today’s evolving landscape.
Software has been one of private equity’s most active sectors over the past decade, supported by recurring revenue, leverage and expanding multiples. Today, that model is being reassessed. Higher interest rates and accelerating AI disruption are challenging long-held assumptions around growth durability and valuation.
