16 Jul 2025
42m

E187: Why Holding Companies Beat Private Equity w/Matt Foran

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How I Invest with David Weisburd

In this interview, Matt Foran from StoicLane discusses the company's unique holding company structure, which focuses on acquiring and integrating real estate and small business service companies with a long-term, technology-driven approach. StoicLane differentiates itself from private equity by emphasizing permanent ownership, preserving the legacy of acquired companies, and fostering strong relationships with sellers. Foran highlights StoicLane's advantages, such as its ability to offer sellers a long-term vision, respect their company's legacy, and provide opportunities for continued participation. He also touches on the company's background in fintech, real estate, and insurtech, and how it leverages technology to improve customer service and operational efficiency. The conversation further explores StoicLane's tax advantages, its approach to deploying AI within its roll-ups, and the challenges and opportunities of using a holding company model for acquisitions.

Outlines

Part 1: StoicLane's Strategy and Background

Part 2: Vision, Execution, and Deal Flow

Part 3: Financial and Tax Advantages

Part 4: AI and Future Growth

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