WILLIS ASSET FINANCE MANAGEMENT LLC

Thesis

Willis Asset Management, a subsidiary of Willis Lease Finance Corporation (WLFC), focuses on aviation asset management and consulting, with an investment thesis centered on acquiring, leasing, and managing commercial aircraft and engines. Their strategy is deeply integrated with WLFC's core business, aiming to build shareholder value through lease rent, maintenance reserve revenues, and management fees. They operate globally, serving airlines, lessors, OEMs, MROs, and financial institutions, with a deep understanding of asset lifecycle management. As of Q1 2026, WLFC reported $4.1 billion of assets under management, with approximately $1.5 billion of capital ready to deploy through discretionary funds and joint ventures. While specific deal sizes are not detailed, the scale of operations suggests substantial transaction values, with the Blackstone partnership aiming to deploy over $1 billion.