Steve McLaughlin

Sure.

My company does two things.

We advise firms across the entire fintech landscape on raising capital and M&A.

So we're usually on the sell side, helping people figure out where to get money, how to get money, what the valuation is, what the structure is, you name it, or where to find a buyer or both at the same time.

So that's pretty much what we do across everything from wealth tech to payments to insurance tech and any other part of fintech.

Sure.

Probably $10 billion, $15 billion in total transaction volume.

Largest deal was probably $4.5 billion.

Smallest was probably raising $10 or $15 million for a wealth tech company, actually.

You know, really, it's across the board.

I mean, everything from B2B payments to consumer payments to online lending companies like Prosper or Green Sky in the payment space like Marketo is growing at hundreds of percent a year.

It's all over the map.

But in the wealth tech space, that's one of the ones I think is going to be a little bit slower to ramp, but has probably the most staying power long term because you just keep piling.

assets on top of each other over the years and the stickiness level over some of these platforms like Betterment, Wealthfront, and others is huge.

Well, I like some of the guys that are doing B2B sort of arms race kind of guys, guys like Riskalyze, who are basically behind the scenes providing the same kind of technology to RAs and other advisors, or someone like a BlackRock, who we advised last year in buying a company called Future Advisors.

So you got the guys that are going directly after the consumers, and we like Betterment and Wealthfront quite a bit.

We also like Personal Capital and some of those types of players.

um but the b2b guys we like as well so um it's a lot a lot of uh good activity so walk actually let's dig into that deal you just mentioned with blackrock it was called future advisor yeah sequoia backed company um uh you know kind of startup and was going initially after the consumer side pivoted a little bit to be a b2b player and uh you know can't say the size of the deal but you google it and it's out there it's a pretty large transaction uh given it's blackrock but uh

You know, their angle was really just, you know, how do we go out and arm, you know, all the different advisors across the globe, you know, with this robo technology that is being offered to consumers directly through the Internet?

You know, how do you do bricks and clicks or human and Internet, so to speak?