08 Oct 2025
29m

Top Software Investors: PSG’s Marco Ferrari and Tom Reardon

Podcast cover

Growth Investor with GrowthCap‘s RJ Lumba

PSG's culture and scaling strategies are explored through a conversation with Marco Ferrari and Tom Reardon, managing directors and co-heads of North America at the growth equity firm. The discussion highlights PSG's focus on investing in lower middle-market growth software opportunities, supported by a large operations team and proprietary sourcing software. Ferrari and Reardon emphasize the importance of maintaining a consistent investment strategy, even with larger funds, and providing portfolio companies with resources tailored to their specific needs, such as AI expertise. They also share leadership philosophies centered on open communication, learning from mistakes, and fostering a collaborative environment, drawing from experiences at firms like Robertson Stevens.

Outlines

Part 1: Introduction, Culture, and Strategy

Part 2: Operations and Growth Mechanics

Part 3: The Impact of AI

Part 4: Leadership and Personal Values

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