i3 Verticals, Inc. Class A Common Stock Technology Leadership Forum 2026

Sure. Geoff Smith, I'm the CFO of the business. The company itself, i3 Verticals, is a vertical market software business concentrated exclusively in the public sector end market, which we believe is a really preferred spot to be at this point in time. Underneath that public sector umbrella, which obviously is broad, there's five spots that we play. The first, and this is our largest group, is courts. You might call it justice. Core enterprise solution there being the case management system. And then we have an array of different solutions around that. Solutions for jury, e-filing. We have public safety solutions, and we have a product called Resolv 360, which essentially helps courts drive revenue collections by helping them with the collections on traffic tickets and things like that. Courts is our largest, fastest growing. After that, we'll hit transportation.

The core solutions here would be the motor vehicle solution for a state. We also have a lot of fuel tax solutions here. And then our most recent acquisition in January is electronic insurance verification. That's been a great success for us so far. And a new spot where software can do something for states that previously wasn't possible. And then after that, public administration. This would be like government fund accounting, tax packages, land records packages. And then our best product here is a board licensing solution that you might use for Department of Consumer Affairs for a state will have a whole array of boards. Could be fish and wildlife boards, could be massage therapist boards, whatever it might be. The workflow software that those entities within a state need to manage renewals and things like that is what that solution is. After that, utilities. In the utilities market, we have customer information systems.

That's the core enterprise billing solution for a utility. We do smaller utilities on up to the very largest. When we talk about our quarter and our year, that's an area that's one of the hotter fires within the business, but it's still a great market opportunity in the long run. And then finally, education. Our niche within education software is school lunch software. Highly transactional, heavily monetized off the payments. We're one of the largest providers of school lunch software anywhere. Kids are going back to school right now, and many millions across the U.S. are using our lunch software.