投资巨头阿波罗全球管理公司（Apollo Global Management）正在敲定一项交易，收购穆巴达拉资本（Mubadala Capital）近10%的股份，该公司是阿布扎比主权财富基金穆巴达拉投资公司（Mubadala Investment Company）旗下的另类资产管理子公司。知情人士透露了这一消息，因事项未公开，他们要求匿名。
Investing giant Apollo Global Management is finalizing a deal to buy nearly a 10% stake in Mubadala Capital, the alternative asset manager subsidiary of Abu Dhabi's sovereign wealth fund, Mubadala Investment Company, according to people familiar with the matter who spoke on condition of anonymity.
知情人士称，该交易预计将于周一上午晚些时候宣布。财务条款暂不得而知。
The deal is expected to be announced later Monday morning, they said. Financial terms were not immediately known.
这笔交易在多个方面都具有重要意义。它进一步推进了阿波罗在阿布扎比的雄心，阿布扎比常被称为“资本之都”。过去15年里，该公司一直在那里建立关键战略关系，对象既包括该国的投资机构，也包括其核心领导层。
The transaction is significant on multiple fronts. It further advances Apollo's ambitions in Abu Dhabi, often called the "capital of capital." The firm has spent the past 15 years building key strategic relationships there, with both the country's investment arm and its core leadership.
阿波罗已与穆巴达拉投资公司建立了数十亿美元的合作伙伴关系，该关系最早于2022年建立，两年前得到延长。当时阿波罗表示，该协议将通过让双方共同为全球企业寻找并提供定制化的债权和股权融资，增强公司的资本解决方案平台。
Apollo already has a multibillion-dollar partnership with Mubadala Investment Company, first established in 2022 and extended two years ago. At the time of that extension, Apollo said the agreement would strengthen the firm's Capital Solutions platform by enabling the firms to jointly source and provide customized debt and equity financing to companies worldwide.
2023年，双方机构成立了一项25亿美元的合资企业，专门用于在五年期限内共同投资全球私募信贷机会。
In 2023, the institutions formed a $2.5 billion joint venture designed specifically to co-invest in global private credit opportunities over a five-year horizon.
对穆巴达拉资本而言——作为该地区唯一的大规模资产管理公司，管理和提供咨询的资产超过7550亿美元——这笔交易在首席执行官哈尼·巴尔豪什（Hani Barhoush）的领导下，进一步推进了其增长战略，并提升了其在全球投资舞台上的相关性。这也标志着该公司核心另类投资业务的一个转折点，该业务规模已增长至600多亿美元。
For Mubadala Capital specifically — the region's only large-scale asset manager, advising and administering over $755 billion in assets — the deal further advances its growth strategy under the direction of CEO Hani Barhoush, and its relevance on the global investing stage. It also marks an inflection point for the company's core alternatives business, which has grown to more than $60 billion.
阿波罗资产管理部门联合总裁约翰·齐托（John Zito）与巴尔豪什在过去几年里密切合作，知情人士称，他们紧密的关系以及以往合作的成功促成了深化关系的谈判。资产管理业务中规模比以往任何时候都更重要这一信念，也促成了这一进程。一位知情人士表示：“资本作为护城河是一件大事。”
John Zito, co-president of Apollo's Asset Management arm, and Barhoush have worked closely together over the past several years and, according to sources, their close-knit relationship and the success of prior partnerships led to talks of deepening ties. So did the belief that scale in the asset management business matters more than ever. "Capital as a moat is a big thing," said one person familiar with the deal.
重要的是，这笔交易还延续了美国投资公司与中东关系的一个显著转变。尽管该地区、尤其是阿布扎比长期以来一直是备受追捧的资本来源地，但这笔交易进一步逆转了这一态势——阿波罗公司对该国及其投资愿景进行了重大的直接投资。
Importantly, the deal also continues a notable shift in the relationship between American investment firms and the Middle East. While the region, and Abu Dhabi specifically, has long been a sought-after source of capital, this deal further reverses that dynamic, with Apollo making a significant direct investment in the country and its investment vision.
穆巴达拉资本的国际办事处包括伦敦、纽约、里约热内卢和旧金山。
Mubadala Capital's international offices include London, New York, Rio de Janeiro and San Francisco.
阿波罗对穆巴达拉资本的投资，与该公司的其他资产管理平台交易类似，包括Diameter Capital、Thoreau、Motive Partners等。两家公司的发言人均拒绝置评。
Apollo's investment in Mubadala Capital is similar to deals the firm has done with other asset management platforms, including Diameter Capital, Thoreau, Motive Partners and others. Spokespersons for both firms declined to comment.