Apollo Global Management Investor Day Presentation Deck
High-Quality and Highly Diversified Customer Base
Nature of
Relationships:
• Service mission-critical
fleets that drive revenue
generation, not "perk"
vehicles or executive cars
●
Highly integrated with
client business model,
including deep operational
knowledge
• Staggered lease book with
multi-year contracts
Clients by Credit Rating¹
21%
21%
■ B- to B+
■ A- to A+
11%
BB- to BB+
AA- to AAA
2,000
Blue-Chip
Customers
5%
42%
■ BBB- to BBB+
+75%
+
■ Pharma
■ Electrical
Investment Grade
Clients¹
1. Represents percentage of securitization value; based on Moody's & S&P ratings for the top 25 customers and internal ratings where Moody's & S&P ratings unavailable. Excludes unrated clients.
2. Represents percentage of securitization value; based on the top 20 clients from each of legacy Wheels, Donlen and LeasePlan USA.
Clients by Industry²
57%
12%
10%
6%
6%
9%
■ Auto & Auto Supply
■ Pest Control
W
WHEELS™
■ Construction
■ Outside Top 5
4%
Max Client
Concentration
71View entire presentation