Company: WLACW
Filing Date: 2025-09-17
Form Type: 425
Source: 0001493152-25-013809
Chunk: 1

Company: Willow Lane Acquisition Corp.
Filing Date: 2025-09-17
Form: 425
Chunk 1
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Factors that could cause these results to differ materially are set forth in today’s press release the accompanying investor presentation, and Willow Lane’s filings with the SEC. Any forward-looking statements that we make are based on assumptions as of today, and we undertake no obligation to update these statements as a result of new information or future events. The press release and investor presentation are available on our website at willowspac.com. A replay of this presentation will also be available on our website.

The AI infrastructure opportunity is massive. The market is projected to grow from approximately $60 billion in 2025, to nearly $500 billion by 2034. Within this, the GPU as a service segment alone is expected to reach approximately $27 billion by 2030. Boost Run provides enterprise-grade, bare metal access to the latest NVIDIA GPUs across SOC2 Type 1 & 2, HIPAA and ISO27001 certified data centers. What attracted us to Boost Run is their dual focus on technological stability and balance sheet discipline, an approach that works in both robust and in challenging market conditions. We’re particularly excited to partner with a founder who self-funded this business since its inception.

Additionally, references will be made during this presentation to non-GAAP financial measures and investors are encouraged to review these non-GAAP financial measures as identified in the presentation deck.

Boost Run has never raised Series A, B or C funding. They’ve grown organically while maintaining profitability. This transaction values Boost Runat roughly $614 million on a post-money basis, with over $112 million of cash added to Boost Runs balance sheet, assuming no redemptions by Willow Lane shareholders. Boost Run’s 2026 revenue midpoint of $180 million implies an attractive 3.4 times forward EV to revenue multiple, significantly below the comparables. We are very excited about this transaction.

And with that, we turn it over to Andrew Karos, the CEO of Boost Run.

Andy Karos, Founder and CEO of Boost Run

Thank you, Luke. I’m Andy Karos, Founder and CEO of Boost Run. My background spans in high-performance, compute-intensive operations. I launched my career in algorithmic trading straight out of college. In 2007, I funded and scaled Blue Fire Capital building global trading infrastructure across seven countries and 13 data centers. I sold Blue Fire to Galaxy Digital in 2020 for a successful exit. Then I served on Galaxy’s executive committee, running systematic trading until 2023.

I decided to leave Galaxy to self-fund Boost Run