• 1:05 - Laurens’ journey: From early life in Providence to successfully navigating investment banking and private equity.
• 9:52 - Stone Goff’s evolution: Lessons learned as an independent sponsor and the foundation of a committed capital fund.
• 19:41 - The scorecard for success: Why visibility, recurring revenue, and vertical ecosystem focus create winning business models.
• 25:57 - Enabling value creation: The TEOS framework (Talent, Experts, Outsourced Resources, Support) and collaborative growth strategies.
• 34:52 - Supporting portfolio companies: Stone Goff’s management summits and thought leadership tools to foster executive collaboration.

For more information on Stone Goff, go to https://www.stonegoff.com/

For more information on Laurens Goff, go to https://www.linkedin.com/in/laurens-goff-ba47714

For more information on BluWave and this podcast, go to https://www.bluwave.net/podcasts

Jared Stein, Co-founder and Partner at Monogram Capital Partners, shares his expert approach to scaling consumer businesses, fostering customer loyalty, and driving sustainable growth. From partnering with family-owned companies to identifying sectors with lasting demand, Jared provides actionable insights for excelling in fragmented markets and navigating today’s rapid disruption cycles. A must-listen for private equity professionals and business builders looking to sharpen their playbook.

• 00:33 - Jared’s family business origins and lessons learned from hard jobs
• 06:04 - Why "growth mindset" and passion are critical for business builders
• 13:23 - Scaling consumer brands: leadership, customer focus, and profitability
• 19:46 - Identifying winning brands: consumer loyalty and market potential
• 24:37 - Partnering with family businesses: trust, talent, and transformation
• 27:27 - Inside the Western Smokehouse case study: 5x EBITDA growth
• 30:51 - Building anti-fragility: Preparing businesses for rapid disruptions

For more on Jared Stein’s firm, visit: www.monogramcapital.com
Connect with Jared Stein on LinkedIn: https://www.linkedin.com/in/jared-stein-5a347820
Explore more episodes: www.bluwave.net/podcasts

Sean Mooney speaks with Bob Morse, Co-Founder & Managing Partner at Strattam Capital, about the changing playbook in private equity, especially in tech.

Morse traces his path from Morgan Stanley and Oak Hill to founding Strattam, then lays out a no-surprises model: turn cards face-up pre-signing, align on a founder-written five-point plan, and opt-in support with real accountability. He explains why AI threatens seat-based SaaS economics, where outcome pricing wins, and how PE firms should push portfolios to experiment while keeping the founder’s innovative spark alive.

Clear-eyed and practical, this conversation arms business builders with a framework to act now.

Episode highlights

• 1:26 – An engineer’s path into private equity

• 7:15 – Why tech needed a dedicated, specialized PE fund and the genesis of Strattam

• 13:03 – Solving the “first board-meeting surprise”

• 19:45 – The founder persona Strattam backs: industry operators with proven product-market fit

• 27:15 – AI as invention vs. innovation and the early business models that actually work

• 32:27 – The SaaS shake-up: from seat licenses to outcome-based pricing and financing impact

• 41:54 – “Aliens landed”: a mantra for leading through uncertainty and running smart experiments

For more on Bob Morse’s firm, visit: https://strattam.com/
Connect with Bob Morse on LinkedIn: https://www.linkedin.com/in/bob-morse-3567595/
Explore more episodes: www.bluwave.net/podcasts