Sowell Management, a leading Registered Investment Advisor (RIA) serving financial advisors and their clients nationwide, has formed a strategic partnership with Capital Connect to broaden its advisor network’s access to merger and acquisition consulting, valuation, exit planning, and commercial real estate services for small and medium-sized business clients.
Capital Connect, with over two decades of experience in business brokerage and commercial real estate, will provide Sowell advisors with access to its global network and expertise in business valuations, development, commercial investments, and exit planning. The collaboration is designed to help Sowell’s advisors better serve business-owner clients who may be pursuing a sale, acquisition, or strategic partnership.
Through webinars, workshops, and one-on-one meetings, Sowell will introduce its advisors to Capital Connect’s M&A process and equip them to identify opportunities where clients could benefit from specialized advisory support. The partnership enables Sowell’s advisors to remain central to the client relationship across the entire business lifecycle while providing access to sophisticated M&A capabilities typically associated with family office environments.
Capital Connect provides tailored advisory services to business owners and financial advisors nationwide, offering expertise in valuations, exit planning, asset liquidation, capital funding, and insurance. Its credentialed approach and deep industry understanding aim to empower advisors to expand their services, strengthen client portfolios, and facilitate smooth ownership transitions.
The partnership is part of Sowell’s broader strategy to enhance the advisor experience through collaborations with specialized firms across the financial services industry. With more than $6 billion in client assets as of September 2025, Sowell continues to evolve its value-added platform for independent advisors seeking comprehensive solutions for their clients.
KEY QUOTES:
“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
“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.”
“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
