Wealth management meets deal-making in Sowell Management’s latest strategic move. The Arkansas-based RIA platform has announced a new partnership with Capital Connect, a business brokerage and commercial real estate firm boasting over two decades of experience in M&A, valuations, and exit planning.

The alliance is designed to help Sowell advisors better serve their small-business-owner clients—especially those eyeing a sale, acquisition, or succession. For many advisors, it’s a long-awaited bridge between wealth management and the often opaque world of business transactions.

“Our goal is to provide the best possible services for our advisors,” said Bill Sowell, CEO of Sowell Management. “Partnering with Capital Connect, a leading M&A specialist, allows our advisors to deliver the full spectrum of services their business-owner clients deserve.”

From Wealth Advice to Exit Strategy

Capital Connect’s credentials run deep: the firm specializes in commercial real estate, business brokerage, valuations, and strategic exit planning. It’s a suite of services that typically sits within elite family office circles—until now.

By embedding Capital Connect’s expertise directly into the Sowell network, advisors gain access to on-demand guidance for clients navigating complex liquidity events. The partnership will roll out through a series of webinars, workshops, and one-on-one sessions, ensuring advisors know exactly when—and how—to bring M&A specialists into the conversation.

For business owners who often face their first major transaction without specialized support, the move could mean the difference between maximizing value and leaving money on the table.

“Buying or selling a business can be complicated—and costly if handled incorrectly,” said Matt Wilson, Partner at Capital Connect. “By combining our small-business expertise with Sowell’s wealth management capabilities, we can help clients before, during, and after a transaction.”

Why It Matters

For advisors, this collaboration means they can finally offer in-house-level M&A intelligence without needing to build an M&A desk from scratch. For clients, it means working with a trusted advisor who can now guide them from early-stage growth to exit and beyond.

In an industry increasingly defined by integration and scale, the Sowell–Capital Connect partnership exemplifies how modern RIAs are blurring the line between wealth management and corporate finance—and redefining what “full-service” really means.