Sowell Management, a leading Registered Investment Advisor (RIA) with a nationwide network of financial advisors, has entered into a strategic partnership with Capital Connect to provide a comprehensive suite of M&A advisory and valuation services for small and medium-sized business clients.
Through the new partnership, Sowell’s advisors will be able to offer clients access to Capital Connect’s 20 years of experience in commercial real estate, business brokerage, exit planning, and business valuations. The collaboration aims to help advisors guide business-owner clients through complex transitions such as mergers, acquisitions, and ownership transfers while maintaining continuity in their trusted advisory relationships.
The partnership represents part of Sowell’s ongoing strategy to build a robust network of specialized partners, expanding its value-added services for advisors and their clients. Sowell’s CEO, Bill Sowell, said the relationship with Capital Connect will strengthen the firm’s ability to serve clients with more sophisticated business and financial needs.
As part of the rollout, Sowell advisors will be introduced to Capital Connect through a series of webinars, workshops, and one-on-one sessions to learn how to integrate M&A consulting into their practices. The program is designed to help advisors identify opportunities for business-owner clients and introduce Capital Connect’s resources at key moments in the business lifecycle.
Capital Connect, which specializes in M&A transactions, exit planning, and commercial real estate consulting, will combine its expertise with Sowell’s financial planning capabilities to help clients manage the entire transaction process from valuation to execution and post-sale planning. The firm’s credentialed approach and cross-sector expertise are expected to provide a distinct advantage to advisors seeking to expand their offerings in the small business market.
Sowell Management, founded by Bill Sowell in 2001, currently represents over $6 billion in client assets (AUA/AUM) and supports advisors in achieving operational independence while delivering a high level of service to clients nationwide. Capital Connect, meanwhile, continues to focus on helping entrepreneurs and business owners protect, grow, and transition their businesses confidently through comprehensive advisory solutions.
KEY QUOTES:
“Our goal is to provide the best possible services for our advisors, and that often involves partnering with elite firms from across the financial services industry. Since nearly all of our advisors have small-business-owner clients with unique and complex needs, partnering with Capital Connect, a leading M&A specialist, allows our advisors to provide the full spectrum of services these clients deserve. By having M&A expertise available in our network, clients can maintain their trusted relationships with our advisors throughout the entire lifecycle of their businesses. As with our other partnerships, having access to Capital Connect will enhance both the advisor and client experience at Sowell.”
Bill Sowell, CEO, Sowell Management
“Most business owners have never been involved with buying or selling a business. It can be a complicated process, and if not done correctly, it can be extremely costly in terms of money left on the table, tax issues, and improper estate and exit planning. By combining our small business expertise with Sowell’s wealth management and financial planning prowess, we will be able to help clients before, during, and after a transaction. We chose to work with Sowell after meeting with Bill and experiencing the firm’s culture. It was the right fit for us, and we look forward to a long and successful strategic partnership.”
Matt Wilson, Partner, Capital Connect
“The level of service that Capital Connect will enable us to offer business-owner clients is unique in the RIA space. It’s a level of expertise more common in family office practices, but it is part of the holistic approach to client relationships that RIAs must adopt to succeed in a competitive marketplace.”
Bill Sowell, CEO, Sowell Management
