Nov 21, 2024

How does Apollo "partner" with a commercial bank to create a private credit fund?

There have been numerous headlines recently relating to commercial banks "partnering" with private money in order to create a dedicated private credit fund - e.g. "Citi and Apollo form $25B direct lending fund". 

How does that actually work, from a blocking and tackling perspective?  Who underwrites the deals - team at Citi vs. team at Apollo vs. new credit team w/in the fund? Who approves the deals? Who services the deals?  

Stated differently, say I'm a RM at Citi and I'm interested in PC, do I:

a) remain employed at Citi, get my paychecks signed by Citi, with my legacy Citi book of business, but also spend lets say 20% of my time on PC prospects and try to close transactions in the new fund? 

or

b) become an employee of the fund, leave my legacy Citi book behind and start spending 100% of my time on PC prospects/clients?

You can apply the above questions to any number of functions - underwriting, 2nd line, management, etc. 

Thanks!

4 Comments
 
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I will caveat that I do not know how it actually works, but my educated guess is that Apollo still does all of the deal execution. I would guess that Citi provides leverage to the fund (and maybe participates or take deals that are more conservative). Apollo gets access to Citi clients and probably better economics on the leverage than market.

I think the theory behind most bank / nonbank deals is that partnering with a bank gives nonbank access to lower cost of capital and bank gets the expertise/structure that allows them to do riskier deals and get a piece of the economics/broader service offering for clients.

 

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