Private Equity's $80 Billion Bet on Hollywood cover art

Private Equity's $80 Billion Bet on Hollywood

Private Equity's $80 Billion Bet on Hollywood

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Private equity's $80 billion entertainment investment wave — Apollo, Blackstone, KKR, and RedBird are deploying unprecedented capital into media and entertainment in 2026. This isn't investment—it's an acquisition strategy for distressed Hollywood assets.

In this episode of The Option, we analyze:

  • Why private equity firms are targeting entertainment companies at collapsed valuations
  • The four reasons PE loves Hollywood: distressed pricing, library cash flows, multiple arbitrage, and regulatory arbitrage
  • Which firms are most active: Apollo, Blackstone, KKR, RedBird Capital
  • What PE ownership means for talent deals, development slates, and original content
  • The bull and bear case for financial engineering in entertainment

Key takeaway: Private equity sees Hollywood as a distressed asset class with predictable cash flows—and they're deploying $80 billion this year to prove it.

The Option is a daily podcast covering Hollywood business news, private equity entertainment, media M&A, and entertainment industry analysis. New episodes weekdays at 6 AM PT.

Keywords: private equity entertainment, Apollo media investment, Blackstone Candle Media, KKR Hollywood, RedBird Capital, PE media M&A, entertainment distressed assets, Hollywood private equity 2026

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