Private Equity's $80 Billion Bet on Hollywood
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…
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