Company: WLACW
Filing Date: 2025-09-17
Form Type: 425
Source: 0001493152-25-013809
Chunk: 3

Company: Willow Lane Acquisition Corp.
Filing Date: 2025-09-17
Form: 425
Chunk 3
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 partnership with Carahsoft, a leading IT solution provider who supports federal, state and local government agencies and education and healthcare markets. This opens access to bid on Compute needs for $20 billion in annual government contracts.

We have also recently established a new relationship with DDN. For Boost Run, integrating DDN’s AI-optimized storage architecture directly addresses a critical pain point in GPU computing.

DDN’s technology delivers the extreme throughput and low latency needed to keep GPUs fed with data. This enables Boost Run to provide enterprise-grade performance and solutions while potentially increasing our own infrastructure efficiency and margins.

Lumen provides Boost Run with advanced networking capabilities such as dedicated internet access, as well as ethernet services up to 400 Gbps. This enables seamless high bandwidth data flows for critical business applications.

Market opportunity and positioning. AI infrastructure spend is accelerating. We’ve seen over $14 5 billion in AI-focused capital raises just in 2024 and 2025. Our target customers require more than just raw compute. They need security and compliance for regulated workloads, multi-cloud diversification to reduce vendor risk, cost optimization versus hyper scaler pricing and rapid deployment, measured in hours, not weeks. We are targeting $400 million notional hardware deployments across 20 megawatts of power for 2026.

Our financial course demonstrates what we believe is a powerful model. Pre-cash flow positive since year one, and we are committed to this principle. 2026 estimated revenue is $180 million at the midpoint. This represents approximately a 470% growth year-over-year. We generate strong profitability within the neo-cloud industry with adjusted EBITDA margins of approximately 80%.

Capital deployment plan. We expect the influx of approximately $100 million from this transaction, combined with our existing credit facilities to support approximately $400 million in hardware deployment through 2026. Each dollar invested in hardware is expected to generate approximately $0.70 in annual revenue within 12 months.

There are four key contributors to our expansion.

Data center footprint. We expect to add 16 megawatts of capacity across Charlotte, St. Louis and Pennsylvania through our TierPoint partnership. This phased approach should de-risk execution while aligning with customer demand.

Regulated industry penetration. Our certifications create meaningful barriers to entry. The compliance software market alone is $36 billion, growing at 13% CAGR. We’re targeting financial services, healthcare, energy and government sectors where AI spend is accelerating, but security requirements are paramount.

Through Carahsoft, we can potentially unlock access to