CP Helms is a senior vice president at Satori Capital and is responsible for investment sourcing, due diligence, monitoring portfolio investments, and other investment-related issues. Before joining Satori in 2015, CP was a senior analyst at FWT, a former Satori...
Marshall Goldsmith is a director at Satori Capital and is responsible for sourcing and evaluating new investment opportunities, managing new and existing investments, and advising the companies in Satori’s private equity portfolio. He serves as a board member for...
Jon is a member of Satori’s investment committee, a board member of Formulife and Zorch Holdings, and is involved with a number of the firm’s other investments. He was formerly involved with California Products Corporation, FWT, Longhorn Health Solutions, Origami Owl,...
Chad Cook is responsible for business development at Satori Capital, focusing on deal sourcing, capital raising, and generating new business opportunities. Prior to joining Satori, Chad co-founded TurnPoint Capital Partners, a lower middle-market investment banking...
Rugger Burke is a principal and investment committee member at Satori Capital where he also serves as co-general counsel. As part of his day-to-day responsibilities, he helps lead the private equity investment team and serves as one of the firm’s representatives on...
