HELM Financial Advisors

Tom Gores serves as the principal decision-maker for HELM's investment portfolio. He founded Platinum Equity in 1995 and built the firm into a global buyout platform managing roughly $48 billion. HELM's investment committee is not publicly documented, but the office's mandate originates directly from Gores' personal portfolio allocation strategy.

HELM's primary investment vehicle is direct co-investment alongside Platinum Equity's flagship funds. The office occasionally participates in other private equity fund commitments and special-purpose vehicles, but co-investment represents the core deployment mechanism. This structure allows Gores to avoid double fees while maintaining exposure to Platinum's full deal pipeline.

HELM principally co-invests alongside Platinum Equity, though the office has the flexibility to back external managers when attractive. Given Gores' controlling role at Platinum and the firm's internal sourcing capabilities, outside co-investments are infrequent. The office prioritizes opportunities where it can bring Platinum's operational turnaround expertise to bear.