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#Apollo admitting that #Avaya is a Lost Cause

As the article clearly states, we are no longer in the era of low interest rates and over-valuation. Therefore, there isn't a "route" for Avaya (as there was in 2018 after the first BK when rates were historically low). There really is no digging out this time. The window of relevance has passed. #Apollo can only be so lucky to be able to dump Avaya for 20-30 cents on the dollar if it's purported overvaluation.

...Apollo executive John Zito said private equity firms are broadly misstating the value of their software holdings, telling UBS clients last month that "all the marks are wrong."
Zito warned that lenders to
smaller software companies could recover as little as 20 to 40 cents on the dollar, implying deep losses.

https://www.cnbc.com/amp/2026/03/16/apollo-john-zito-private-equity-software-valuations.html

The NDA bait & switch they are pulling are a result of the Apollo audit firm(s) diligently attempting to tidy-up Avaya's books to get anyone to take the sinking depreciating asset. The only person who is still hoping for a fool to buy Avaya is PD so he can get his pay day, along with the other "board member" who has an inflated "C" title (the one who would be out on their ear for lack of results if not for the board seat).


#Avaya --It's as BAD as it GETS! THIS IS REAL. Makes Some Noise. EXPOSE #APOLLO

[Disclaimer -- Polyana's you may want to coddle yourself with jean skirt selfies and superhero capes. What will be shared below is not in your wheel house]

TODAY's 8k was AVAYA exposing the depths of its challenge to get the debt deal settled. APOLLO (they won't go away) has successfully lobbied the creditors to NOT AGREE to an out of court settlement. WHY? Because Apollo wants to drive Bankruptcy in order to take control of Avaya. It is the only way they can secure any control.

MAKE NOISE PEOPLE! Apollo hates press. EXPOSE THEIR GAME if you want Alan Masarek to have any chance at turning things around. Stop posting about how fabulous you believe yourself to be and start exposing how Apollo is trying to force a take over of Avaya.