Investment Summary

BlackRock Invests In Willow

On May 2, 2024, BlackRock invested in business services company Willow

Investment Highlights
  • This is BlackRock’s 1st transaction in the Business Services sector.
  • This is BlackRock’s 6th transaction in the United States.
  • This is BlackRock’s 2nd transaction in Massachusetts.

Investment Summary
Date 2024-05-02
Target Willow
Sector Business Services
Investor(s) BlackRock
Deal Type Growth Capital

Target

Willow

Boston, Massachusetts, United States
website
Willow is a wealth tech platform that powers financial advisors' acquisition, growth, and retention of tomorrow's investors. Through the company's education, coaching, and marketing platform, advisors gain the knowledge, skills, and tools needed to acquire and better serve modern clients and align their financial plans with their values. Willow is based in Boston, Massachusetts.

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Investor(S) 1

Investor

BlackRock

New York, New York, United States

website

Category Company
Founded 1988
Sector Financial Services
Employees19,900
Revenue 19.4B USD (2021)
DESCRIPTION
BlackRock office in downtown San Francisco, California.
BlackRock office in downtown San Francisco, California.

BlackRock is a provider of investment management, risk management, and advisory services for institutional and retail clients worldwide. BlackRock was incorporated in 1988 and is headquarteredin New York City.

DEAL STATS #
Overall 9 of 9
Sector (Business Services) 1 of 1
Type (Growth Capital) 1 of 1
State (Massachusetts) 2 of 2
Country (United States) 6 of 6
Year (2024) 2 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2024-05-01 SpiderRock Advisors

Chicago, Illinois, United States

SpiderRock Advisors is an asset management firm focused on providing customized option overlay strategies to advisors and institutions. SpiderRock Advisors was founded in 2013 and is based in Chicago, Illinois.

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