Apollo Global Management Investor Day Presentation Deck
Wheels Is a Leading Fleet Management Company
Business Highlights
1939
Inception Date
2022
Re-Launch Date
First Fleet Management
Company in the US
FTES Including
Loan Originators
Combination of Donlen,
Wheels and LeasePlan USA
+1,500 Unified Team Based in
Illinois and Georgia
Leading market position
in the U.S.
Strong customer
value proposition
~$9B
Vehicle Assets
3Q'23
~800K
Managed
Vehicle Fleet
●
Consistent cash
generation and stable
growth
1. Based on an estimated average of 1.2 drivers per fleet vehicle. 2. Average charge-offs of less than 1 basis point over last 15 years for the combined company.
●
●
~$4B
Assets Originated
LTM 3Q'23
-1M
Customer Drivers
Onboarded¹
Near-zero credit
loss history
Unique Fleet Platform Well-Positioned for Continued Growth & Profitability
W
WHEELS™
10YR+
Average Customer
Relationship
1BP
Average Charge-Offs
Over Last 15 Years²
A best-in-class
management team
64View entire presentation