Sowell Management and Capital Connect Join Forces for M&A Services for Small Businesses

Sowell Management and Capital Connect Form Strategic Partnership

Sowell Management, a prominent Registered Investment Advisor (RIA), has officially partnered with Capital Connect to bolster services offered to financial advisors nationwide. This innovative alliance is focused on enhancing advisory capabilities in mergers and acquisitions (M&A), valuation consultation, exit planning, and commercial real estate services tailored specifically for small and medium-sized business owners.

With over two decades of experience in business brokerage and commercial real estate, Capital Connect specializes in a variety of aspects including business valuations, exit planning strategies, and M&A transactions. Their expertise is intended to empower Sowell advisors to cater to the unique needs of small-business owners contemplating sale, acquisition, or strategic partnerships.

Bill Sowell, the CEO of Sowell Management, expressed the strategic significance of this partnership, stating, "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. Nearly all of our advisors serve small business owners who have distinctive and complex requirements. Working with Capital Connect, a leader in M&A services, enables our advisors to supply comprehensive services these clients truly deserve. By integrating M&A expertise into our network, clients can uphold their trusted relationships with our advisors throughout the entire lifecycle of their businesses."

The collaboration with Capital Connect will be rolled out to Sowell advisors through various means including webinars, workshops, and personal meetings. These events will cover M&A processes and equip advisors with the knowledge of when and how to introduce Capital Connect's services to their clients. As Matt Wilson, a partner at Capital Connect noted, "Most business owners have never been involved in the process of buying or selling a business. It can be complicated and improperly navigating it can lead to significant financial drawbacks. Our collaboration aims to assist clients not just throughout the transaction, but prior and post as well."

This partnership is particularly valuable in an environment where business transitions are increasingly common, and expert guidance can make a significant difference. The specialized advisory services offered by Capital Connect will empower business owners in various sectors to navigate their financial futures confidently. From guiding them in maximizing business value to ensuring a smooth transition, the collaboration aims to build a solid framework for business owners reaching for growth or preparing for retirement.

Sowell Management operates as a trusted partner to financial advisors and has established a national network managing over $6 billion in client assets as of September 2025. The partnership with Capital Connect reflects the ongoing evolution in the asset management landscape, where RIA firms must adopt holistic approaches to cultivate enduring client relationships.

In summary, the strategic partnership between Sowell Management and Capital Connect is set to enhance the capabilities of financial advisors, enabling them to deliver essential M&A services to small-business clients. This collaboration is anticipated to augment the advisor-client experience resulting in more coherent and strategic business transitions for all stakeholders involved. Capital Connect will be a pivotal partner in expanding the advisory offerings of Sowell, ensuring that as businesses transition, they do so with utmost confidence and expertise.