How I Invest with David Weisburd
E187: Why Holding Companies Beat Private Equity w/Matt Foran
16 Jul 2025
What if Berkshire Hathaway were built today, with the best of technology and long-term thinking baked into its DNA? That’s the question Matt Foran and his team at StoicLane are answering—by doing it. In this episode, I speak with Matt Foran, co-founder of StoicLane, a holding company quietly building one of the most interesting portfolios in private markets. With over 70 acquisitions across four major verticals—accounting, PEO, appraisal and mortgage services, and vacation rentals—StoicLane now manages $300M in TTM revenue and expects $60M in EBITDA this year. But it’s not just the numbers. StoicLane stands out for its permanent capital structure, seller-friendly integration approach, and deep use of technology and AI to transform old-school industries. We dive deep into how Matt thinks about company building, permanent capital advantages, competing with PE firms, and the cultural flywheels StoicLane is creating as they scale.
No persons identified in this episode.
This episode hasn't been transcribed yet
Help us prioritize this episode for transcription by upvoting it.
Popular episodes get transcribed faster
Other episodes from How I Invest with David Weisburd
Transcribed and ready to explore now
E170: How an AI Agent Is Outperforming VCs w/Andrew D’Souza
04 Jun 2025
How I Invest with David Weisburd
E169: How to Build an Enduring Private Equity Franchise w/Alex Robinson
02 Jun 2025
How I Invest with David Weisburd
E168: How I Coach The Top 0.1% CEO's in Silicon Valley w/Alexis John d'Amecourt
30 May 2025
How I Invest with David Weisburd
E167: The Hardest Questions Limited Partners Ask GPs w/Stepstone’s Hunter Somerville
27 May 2025
How I Invest with David Weisburd
E166: $20 Billion CIO: Why Small Cap Stocks Have Underperformed (and why that’s unlikely to change) w/Brad Conger
23 May 2025
How I Invest with David Weisburd
E165: Hollywood Lessons on Risk, Reward, and Relationships with Alexander Ludwig
20 May 2025
How I Invest with David Weisburd