Sowell Expands Value-Added Services for Advisors through Partnership with Capital Connect

Strategic Insights -

Sowell Management, a leading Registered Investment Advisor (RIA), has entered into a strategic partnership with Capital Connect to provide financial advisors with access to merger and acquisition consulting, valuation, exit planning, and commercial real estate services. This partnership allows Sowell advisors to offer clients nationwide a comprehensive suite of services tailored to small and medium-sized business owners. Capital Connect, a business brokerage and commercial real estate firm, boasts over 20 years of experience in commercial real estate, business brokerage, and more.

The partnership is designed to enhance the advisor and client experience at Sowell, enabling advisors to provide a full spectrum of services to clients who are considering a sale, acquisition, or strategic partnership. Sowell's CEO, Bill Sowell, emphasizes the importance of providing the best possible services for advisors, often involving partnerships with elite firms from across the financial services industry. This collaboration enables Sowell advisors to maintain a trusted relationship with clients throughout the entire lifecycle of their businesses.

Capital Connect will offer specialized advisory services, including business valuations, exit planning, M&A transactions, commercial real estate, asset liquidation, capital funding, and life insurance. Their credentialed approach and in-depth understanding of various industries empower business owners and advisors to grow their ancillary services, optimize client portfolios, and plan for a successful transition. The partnership will be launched through webinars, workshops, and one-on-one meetings, providing Sowell advisors with an overview of the M&A process and guidance on introducing Capital Connect to their clients.

Key Takeaways:

  • Sowell Management has entered into a strategic partnership with Capital Connect to provide financial advisors with access to merger and acquisition consulting, valuation, exit planning, and commercial real estate services.
  • The partnership allows Sowell advisors to offer clients a comprehensive suite of services tailored to small and medium-sized business owners nationwide.
  • Capital Connect, a business brokerage and commercial real estate firm, boasts over 20 years of experience in commercial real estate, business brokerage, and more.
  • The partnership aims to enhance the advisor and client experience at Sowell, enabling advisors to provide a full spectrum of services to clients who are considering a sale, acquisition, or strategic partnership.
  • Capital Connect will offer specialized advisory services, including business valuations, exit planning, M&A transactions, commercial real estate, asset liquidation, capital funding, and life insurance.
  • The partnership will be launched through webinars, workshops, and one-on-one meetings, providing Sowell advisors with an overview of the M&A process and guidance on introducing Capital Connect to their clients.
  • Bill Sowell, CEO of Sowell Management, emphasizes the importance of providing the best possible services for advisors, often involving partnerships with elite firms from across the financial services industry.
  • Capital Connect's credentialed approach and in-depth understanding of various industries empower business owners and advisors to grow their ancillary services, optimize client portfolios, and plan for a successful transition.

Statistics:

  • Sowell Management has a nationwide network of financial advisors representing over $6 billion in client assets (AUA/AUM) as of September 2025.
  • Capital Connect has over 20 years of experience in commercial real estate, business brokerage, and more.
  • Capital Connect specializes in helping business owners protect, grow, and transition their companies with confidence.

Sources:

  • Sowell Management
  • Capital Connect