Bio

Marshall Goldsmith is Vice President 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. Prior to joining Satori, Marshall was an associate at Palladium Equity Partners in New York, where he worked primarily with middle-market, founder-owned companies in the financial and business services sectors. His experience included investment origination and execution as well as liquidity/exit. He also managed portfolio companies and collaborated with leadership to drive operational change. Before joining Palladium, he was an analyst at David N. Deutsch & Company, where he gained sell-side M&A experience working with middle-market businesses, and an analyst at Seneca Financial Group, where he focused on restructuring transactions. Marshall received a B.S. in Accounting and Finance from the University of Virginia, and he holds the Chartered Financial Analyst® designation.