So I'm sure the listeners might appreciate that.

Um, so I'll just give a kind of a quick overview of the history of the company and how we got to where we are and why it stops compelling now.

And then we can go into Q and a from there.

Um, So HVAC is an MEP contractor, mechanical electric and plumbing contractor.

They specialize on mechanical side and primarily HVAC for mission critical infrastructure assets, think hospitals, advanced manufacturing facilities and the likes.

Company is very old.

It's over a hundred years old.

How are you viewing the world when you're kind of investing in the non-AI businesses these days?

And I can at least continue to build my track record, even if you can't make those bigger reinvestments that you can now.

Yeah, I think I really started to feel a lot more comfortable with the scale of the business in 2023 at some point.

I don't remember if it was at 25 million of AUM or 30 million of AUM, but around that level, I feel like I've done a pretty good job keeping my expense base low over the years, even before I launching OneMainCapital.

That's just naturally my personality.

I tend to be a little bit of a saver.

So I've kept my living expenses low.

I kept the operating expenses of the business low.

Are they making intros for you? How are you thinking about it as a, as a marketing relationship?