Equity | Apollo in the Media
November 14, 2025
Scott Kleinman Discusses KDP Investment, PE Exit Environment and AI on Bloomberg Open Interest
The interview originally aired on Bloomberg TV on October 28, 2025.
Scott Kleinman discusses how Apollo’s disciplined, value-oriented approach to private equity investing continues to drive strong outcomes and enhanced exit flexibility.
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Apollo Co-President Scott Kleinman shares his perspective on Apollo’s role in supporting Keurig Dr Pepper’s separation plans and opportunities in AI.
We never got the memo that the interest rate cycle was going to last a decade, and so we stayed true to that more value-oriented investing environment. That allowed us to buy companies at lower prices — good companies — so that when we’re starting to exit now, we’re not dependent on those expected high valuations. We can get out at reasonable valuations and still make investments good. When folks say that it’s a tough exit environment — it’s not that it’s a tough exit environment, it’s a tough exit environment at prices that they would be happy with that justify their purchase prices. So, if you’ve paid reasonable prices for assets, you can absolutely get out now.
“It’s not that it’s a tough exit environment… if you’ve paid reasonable prices for assets.”
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Speaking to CNBC’s Robert Frank, Apollo CEO Marc Rowan posed a simple question: What if the assumptions we’ve always relied on in finance no longer hold true?
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2:29
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