Goldman Sachs Investment Banking Pitch Book

Goldman Sachs Sponsor [***] [***] [***] [***] [***] [***] [***] [***] [***] [***] Largest Global Financial Sponsors and Interest / INVESTMENT BANKING DIVISION Investments in Wealth Management AUM¹ ($bn) [***] [***] [***] Strong interest in wealth management and recently [***] met Rudy; bar very high given lack of any significant investment to date; needs to be a very clean story [***] [***] Current Wealth Investment(s)/ Observations [***] [***] Will not pursue wealth management investments given potential conflict with key distribution partners (wirehouses) for [***] retail product Very value-oriented; interested in wealth but little active dialogue / historical activity, likely biased toward a structured investment Engaged as part of process; not interested in submitting a bid until markets stabilize Engaged as part of process and met Rudy; did not follow up / pursue opportunity post meeting [***] Significant time spent on wealth management; biased toward an integrated platform; have not engaged after discussed previously [***] [***] [***] [***] [***] [***] No demonstrated interest in wealth management Source: Pitchbook, GS FSIG Represents total AUM of global buyout and core funds Sponsor [***] [***] [***] [***] [***] [***] [***] [***] [***] AUM¹ ($bn) [***] [***] [***] [***] [***] 20.0 [***] [***] [***] [***] CONFIDENTIAL Current Wealth Investment(s)/ Observations [***] Engaged as part of process and met Rudy; did not show interest in pursuing Technology-focused investing style Beginning to look at wealth management but biased toward technology and unlikely to transact near term Technology-focused firm; disbanded FIG team post small wealth and asset management investment No demonstrated historical interest in wealth management Actively engaged in process Significant interest in US wealth management but focused on fully integrated advisory platforms or wealth tech No demonstrated interest in wealth management Technology-focused [***] Reviewed Ferdinand take-private opportunity "[***]" indicates information that has been omitted on the basis of a confidential treatment request pursuant to Rule 24b-2 of the Securities Exchange 35 | Act of 1934, as amended. The information has been submitted separately with the Securities and Exchange Commission.

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