Providence Strategic Growth (PSG) post SaaS correction

What’s the latest on performance / comp / culture on Providence Strategic Growth (PSG)? They have been very active and heard had great returns in the past but seem to be hit pretty hard by the SaaS correction due to AI.

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Don't know the exact figures today, but from at least 3-4 years ago it's 15-20% lower than GH. AKKR I know has adjusted their #s a little bit as they used to pay noticeably below peers (might still?). FTV I would not use as a comp. 

Upward mobility is not great, but that's par the course for most of the name brand growthy buyout seats atm. It's a shitty market. At least they're not the walking dead like some of the funds out there. 

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Have a couple of friends there. Culture is sweaty, limited upward mobility, and a good reputation = high churn. I am not sure FTV is a peer as it is too small (agree on Great Hill and AKKR since both are also top performers), but PSG remains a good associate seat. Copying my earlier comment as it remains true:

"Better seats" is a useless comparison. Someone will always argue there's something better. You're just chasing unicorns. I think PSG is a great assoicate stint, though not above that given AI fears and long road upward. They do a ton of deals with actual capital they just raised (they just raised a $6bn flagship fund). You build real deal experience and associates get solid jobs after even if they don't get promoted. They're a respected tech brand. Nobody knows how SaaS plays out in 4-5 years with AI, but your goal as a PE associate should be deal experience and learning, which you will get at PSG. 

Culture is sweaty? Sure. Limited upward mobility? Probably. But that's PE. What's actually worse is a zombie fund with no capital where you learn nothing and have to explain to recruiters why you were there. That's most PE firms these days. 

 

Name me a single solid PE fund that isn't sweaty. You interns and prospects want chill WLB, lots of deal experience, high pay, and high promotion odds. You can't have all of that at the same time in this industry. PSG isn't sweaty relative to other PE firms that actually do deals. Within the grouping of ~5-6 smaller-UMM type of funds in Boston, the only true sweaty fund is Audax.  

 

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