Sowell Management Partners with CRE Firm to Expand M&A and Exit Planning Services for FAs
Sowell Management, an Arkansas-based RIA overseeing more than $6 billion in client assets, has announced a strategic partnership with Capital Connect, a business brokerage and commercial real estate firm, to expand the suite of services available to its advisors and their business-owner clients. Through the partnership, Sowell advisors will now have direct access to merger and acquisition consulting, business valuation, exit planning, and commercial real estate services designed for small- and medium-sized businesses.
“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,” said Bill Sowell, CEO of Sowell Management. “Since nearly all of our advisors serve small-business-owner clients with unique and complex needs, partnering with Capital Connect allows our advisors to deliver the full spectrum of guidance and resources those clients deserve.”
The new offering is being rolled out to Sowell advisors through webinars, workshops, and one-on-one meetings, providing training on how to identify M&A opportunities and introduce Capital Connect’s services at the right stage of a client’s business life cycle.
“Most business owners have never been involved in buying or selling a business,” said Matt Wilson, Partner at Capital Connect. “It’s a complex process, and when not managed properly, it can result in costly mistakes—whether through lost value, avoidable tax consequences, or inadequate exit and estate planning.”
This marks the second strategic partnership in as many weeks for the $6 billion RIA. Earlier this month, Sowell Management announced a collaboration with Rayliant, a global asset management firm, aimed at expanding Sowell’s Outsourced Chief Investment Officer (OCIO) platform.
Pictured l to r: Bill Sowell, CEO of Sowell Management and Matt Wilson, Partner, Capital Connect