Direct Lending

Willow Tree

Willow Tree is a direct lender on Termgrid. It is active in United States.

Primary Market:United States
Active on TermgridVisit Website

About Willow Tree

Willow Tree is a direct lender, active in United States. Willow Tree is active in Financial Services, Healthcare and Industrials.

Willow Tree is geographically focused on United States rather than running a multi-region strategy, and has 5 verified press mentions from tracked finance publishers in the last 12 months.

Compared to other direct lenders active in United States profiled on Termgrid, Willow Tree is one of 213 firms in this segment, with a published ticket band of $50M – $100M.

Investment Criteria

Criteria for Willow Tree's Direct Lending strategy
Ticket Size
USD 50.00 MILLION to 100.00 MILLION
Target EBITDA
Subscriber only
AUM
Subscriber only
Latest Fund Size
2400.00 MILLION

Sector Focus

Industries Willow Tree actively finances
Financial ServicesHealthcareIndustrialsMedia & CommunicationSoftwareTechnology (ex Software)Telecom

Relationship Management

Manage your relationship with Willow Tree on Termgrid
Subscriber access required

Termgrid's platform allows sponsors to track activity across their deals and portfolio with Willow Tree automatically. Subscribers can see their live relationship trackers.

Deal Execution

Execute your transaction with Willow Tree on Termgrid
Subscriber access required

Termgrid subscribers execute and manage their transactions with Willow Tree end to end, from NDA through negotiation to signing.

Precedents

Manage your precedents with Willow Tree
Subscriber access required

Termgrid automatically builds a precedent database across your transactions with Willow Tree, so your team gets to insights faster.

Why Termgrid

Termgrid is the end-to-end platform for private capital markets. It is used to run deals, manage portfolios and track relationships across the capital markets ecosystem.

$1tn+
Financing volume managed on the platform
30,000+
Investment professionals on the platform
1,600+
Financial institutions on the platform

In the News

Willow Tree in the financial press
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External Coverage

Find Willow Tree on third-party platforms

Frequently Asked Questions

What strategy does Willow Tree run?

Willow Tree runs a single direct lending strategy on Termgrid. Its criteria, ticket sizes and sector preferences are documented in the Investment Criteria section above. Single-strategy firms typically concentrate deployment within a defined mandate rather than spreading capital across multiple fund vehicles.

Where does Willow Tree lend?

Willow Tree is active in United States. The firm concentrates its lending activity on United States. Regional focus reflects current deployment patterns recorded by Termgrid; firms periodically extend their mandate, so check the platform for the most current view.

Which sectors does Willow Tree finance?

Willow Tree has shown lending activity in Financial Services, Healthcare, Industrials, Media & Communication, Software, Technology (ex Software), Telecom. Sector appetite can shift fund to fund and from year to year, so it is worth confirming current appetite with the deal team before running a process. Willow Tree's recent deal activity is referenced in the news section above.

How do I connect with Willow Tree?

Termgrid subscribers can route opportunities to Willow Tree directly via the platform's deal execution workflow. The platform manages introductions, NDA exchange, materials sharing and term-sheet collaboration end-to-end. If you are not a Termgrid subscriber, request a demo to see the routing options and what the workflow looks like for Willow Tree specifically.

How current is this profile?

This profile was last updated on 2025-09-16. Profile data is refreshed on a rolling basis from verified sources: firm-published materials, regulatory filings, and direct submissions from the lender. Press coverage from tracked finance publishers is aggregated nightly and shown in the news section above.

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