With many advisors looking at exiting the industry, making M&A deals and seeking advice on how to value businesses, the partnership taps into these demands.

Sowell Management, an RIA, is partnering with Capital Connect to provide advisors with merger and acquisition consulting, valuation, exit planning, and commercial real estate services.

Capital Connect is a business brokerage and commercial real estate firm.

The move comes at a time when M&A activity and succession planning at wealth advisors are hot topics in the North American industry. 

The partnership with Capital Connect is being launched to Sowell advisors through webinars, workshops, and one-on-one meetings, where they will be given an overview of the M&A process and learn when and how to introduce Capital Connect to their clients.

"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," Bill Sowell (pictured below – left), CEO of Sowell Management, said. "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.”

Matt Wilson (pictured below – right), partner, Capital Connect: "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.”

Bill Sowell                         Matt Wilson

Founded in 2001, Sowell Management oversees more than $6 billion in client assets under administration and management, at September 2025.