Investment Summary

BlackRock LTPC Invests In Willow

On May 2, 2024, private equity firm BlackRock LTPC invested in business services company Willow

Investment Highlights
  • This is BlackRock LTPC’s 3rd transaction in the Business Services sector.
  • This is BlackRock LTPC’s 9th transaction in the United States.
  • This is BlackRock LTPC’s 1st transaction in Massachusetts.

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

Target

Willow

Boston, Massachusetts, United States
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 LTPC

Investor Investor Investor Investor Investor

Category Private Equity Firm
Founded 1988
PE ASSETS 320M USD
Size Middle-Market
Type Sector Agnostic
DESCRIPTION

BlackRock LTPC is the direct investing arm of asset manager and financial services company BlackRock. The Group looks to make long-term, control investments of at least $500 million in large companies throughout North America and Western Europe. BlackRock LTPC is based in New York, New York.

DEAL STATS #
Overall 12 of 12
Sector (Business Services) 3 of 3
Type (Growth Capital) 3 of 3
State (Massachusetts) 1 of 1
Country (United States) 9 of 9
Year (2024) 2 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2024-01-31 Lone Peak Dental Group

Englewood, Colorado, United States

Lone Peak Dental Group is a dental services organization focusing on the underserved pediatric market segment. Lone Peak Dental Group was founded in 2003 and is based in Englewood, Colorado.

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