Bruce Buchanan
๐ค SpeakerAppearances Over Time
Podcast Appearances
a lot of other companies that specialize in that space.
And there's no one really working in that area.
So we have to really hunt hard to find businesses that are relevant to what we do.
So for instance, we've looked at all the optimization players.
They're just not relevant because they don't really focus on that transaction moment.
They're more up and drives huge upside for everyone.
So we look at that, you know, in terms of SMB or other clients and those sorts of things.
and we find someone else that's in the same space.
Sorry, I lost you there.
You broke up for two seconds.
I don't know their business that well.
It seemed to be when I looked at them a long time ago and it seems to have changed a bit.
Um, it seemed to be a heavy consulting model.
Um,
And so I don't know where it's gone from there.
And I don't know, you know, the current markets, it'd be hard to guess the way they value anything.
I mean, some of the valuations are just, you know, very, very different.
I mean, businesses that are somewhat have some analogies to us are businesses like Cardlytics that do it in, you know, a closed marketplace for banks in their apps.
So, you know, looking at that sort of business and that's done incredibly well, you know, in terms of its valuation.
So we look at businesses like that.