I3 Verticals Inc at Morgan Stanley Technology, Media & Telecom Conference Transcript
All right we'll go ahead and get started here. Thank you very much this morning for joining us to kick off the second day of the 2026 Morgan Stanley TMT Conference. I'm James Faucette, senior FinTech analyst and its FinTech vertical software analyst at Morgan Stanley.
I'm very pleased to be kicking off this morning with Clay Whitson, our Chief Strategy Officer of i3 Verticals. So thanks for being here. Before we get started here, a quick disclosure I need to read. Please see the Morgan Stanley research disclosure website at morganstanley.com/researchdisclosures.
Questions & Answers
So Clay, great to have you here at the TMT Conference. For those who are not familiar with it, particularly post the merchant services and healthcare RCM divestitures. Can you provide a quick overview of the company as it is today? What are your core end markets, key products, mix of recurring revenue and SaaS and how you think about the growth algorithm on
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