In the latest installment of his series examining private equity in the tech sector, LionTree’s Antal Runnebom speaks with Reed Rayman, a Partner in Private Equity at Apollo Global Management. Making his first-ever podcast appearance, Reed discusses his 15-year career at Apollo, and the “value on the buy, growth once we own” philosophy that has guided the firm’s deals with companies including Western Digital, Intel, Shutterfly, Expedia, Cimpress, ADT and Yahoo. Tune in to find out why 2025 will be the “new 2024,” and learn about Reed’s approach to investing in the space.

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Episode 386: Sean Pen15, With Joey Devine And Zach Johnson