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 portfolio company. During his three years at FWT, CP served as a special assistant to the leadership team. He analyzed operations and provided the leadership team with information that enabled it to develop and implement critical initiatives. Previously, CP was a senior analyst in RadioShack’s strategic development group, where he evaluated existing and potential joint ventures and partnerships. Before joining RadioShack, CP was an analyst in the investment banking group at Morgan Stanley in New York, where he advised clients regarding a variety of capital markets and mergers & acquisitions initiatives, principally in the marine shipping and leasing industries.
In 2021, CP spent three months working on the leadership team of Satori portfolio company Able Machinery Movers, gaining valuable insight into the business’ operations and strategy.
CP received a B.S. in business administration with a concentration in finance from the University of North Carolina at Chapel Hill. He graduated with distinction and was a member of the UNC Honors Program.