Ferrari: Bending Spoons radically transforms acquired companies' tech and organization
Luca Ferrari · The Playbook on Buying and Running Companies Forever · Invest Like The Best · Nov 4, 2025 · at 1:17
Luca Ferrari, Co-founder and CEO of Bending Spoons, contrasts their deep operational overhaul playbook with typical private equity value-creation strategies.
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“Unlike a private equity, which typically would make relatively shallow interventions, maybe change the management team, rethink the entire company, try to come up with a vision for the most successful version of that company, and then work as hard as we can to close the gap between the Cisco and that vision, and it could be rewrite the software, re-architect the cloud infrastructure, launch lots of features, redesign the UI, Optimize monetization and marketing, rebuild big chunks, sometimes the entirety of the organization.”
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