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Sowell Management Launches Advisor Partnership Program Providing Equity in the Firm and Growth Capital to Affiliated Advisors

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6 months ago

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Sowell partners with Merchant to fund the program, accelerate the firm’s M&A strategy and build on strong momentum

NORTH LITTLE ROCK, Ark., May 4, 2026 /PRNewswire/ — Sowell Management (Sowell), a leading Registered Investment Advisor (RIA) serving financial advisors and their clients nationwide, announced the launch of its Advisor Partnership Program (APP) to provide its new and existing advisors with the resources and capital needed to grow their practices and plan for their futures. Additionally, Sowell announced it is partnering with Merchant for a capital infusion to fund APP, enhance its technology and investment management capabilities, and execute an ambitious M&A strategy to accelerate its momentum in the evolving, consolidating independent wealth management sector. 

Designed for both current advisors and those considering joining, APP provides a meaningful opportunity to participate in the equity and long-term enterprise value of Sowell. Backed by strategic capital, APP is built to drive growth, operational scale and new opportunities. It also provides for succession and continuity planning, allowing advisors to create a defined path for their future on their own terms.

“As we considered the next chapter of our growth, we wanted to demonstrate our appreciation for our advisors’ loyalty and their dedication to serving clients with distinction, while giving them additional incentive to support the ongoing success of the firm,” said Daryl Seaton, CEO, Sowell Management. “We created our Advisor Partnership Program to ensure it reflected the values and culture that have made Sowell a unique presence in the RIA space for the past 25 years. We have always treated our advisors as partners in the business, and our new Program enables us to formalize that approach.”

Sowell has experienced steady growth since its founding in 2001 as one of the nation’s earliest RIAs. It has grown to over $6.5 billion in client assets through organic growth and traditional recruiting of advisors drawn to the firm’s straightforward approach to financial planning, investment management, and client service.

As the industry evolved over the years, so has Sowell, increasing investment management solutions through a CIO model, adding a private wealth division with Cache River, enhancing its technology, marketing, and business development support, and building out an impressive leadership team with expertise from across wealth management. The new APP and partnership with Merchant will propel Sowell into its next phase of growth.

“Scale has become increasingly critical for sustained success in wealth management, and it will become more so as the industry continues to consolidate,” said Bill Sowell, Founder and Chief Strategy Officer of Sowell Management. “After a thorough due diligence process, we invited Merchant to be the partner who will take us into the future. Merchant’s team has a deep understanding of the RIA space and respect for what we have built here at Sowell under the current leadership team.”

Merchant is a well-respected global operating company providing growth capital, strategic resources, and support to independent financial services firms. Merchant’s ecosystem comprises over 130+ partner firms and RIA practices in six countries, collectively managing more than $340 billion in assets.

“Sowell is an ideal partner firm for us,” said Matt Brinker, Managing Partner at Merchant. “With Daryl and Bill at the helm, they lead a strong management team that knows where they want to take the business and be a premier destination for established financial advisors serving the needs of sophisticated clients. The firm’s Midwest roots, values, and approach to wealth management are refreshing, and we look forward to supporting their continued growth and making their vision a reality.”

The terms of the deal were not disclosed.

About Sowell Management
Sowell Management is a privately held Registered Investment Advisor (RIA) and a trusted partner to financial advisors. Founded by financial advisor Bill Sowell in 2001, Sowell Management provides a transformative platform of services and solutions to guide advisors on the path toward true independence. Sowell has a nationwide network of financial advisors representing over $6.5 billion* in client assets (AUA/AUM) as of April 2026.

*Regulatory assets under management (AUM) are assets where Sowell provides continuous and regular supervisory or management services to client portfolios. Assets under administration (AUA) is a measure of the total assets for which Sowell provides administrative services. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. 

For more information, visit sowellmanagement.com.

Media Contact
Haven Tower Group
Brandon Blackwell
(424) 317-4868
bblackwell@haventower.com

View original content:https://www.prnewswire.com/news-releases/sowell-management-launches-advisor-partnership-program-providing-equity-in-the-firm-and-growth-capital-to-affiliated-advisors-302760773.html

SOURCE Sowell Management

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Eqvista Launches Company-Sponsored Tender Offers, Expanding Private Market Liquidity Capabilities

Published

35 minutes ago

on

October 19, 2026

By

New tender offer capabilities connect equity management with real-time valuation data covering approximately 65,000 private companies with a combined estimated value of $9 trillion, laying the groundwork for future secondary marketplace capabilities.

SAN FRANCISCO, Oct. 19, 2026 /PRNewswire/ — Eqvista, a leading equity management and valuation platform serving more than 25,000 companies, today announced the launch of company-sponsored tender offer capabilities, enabling private companies to organize structured liquidity events directly within their equity management platform. The launch also marks a step toward Eqvista’s planned secondary marketplace capabilities.

As companies stay private longer, employees and early investors face limited opportunities to sell their shares. Meanwhile, organizing liquidity events involves complex decisions around pricing, participant eligibility, approvals, and ownership changes.

Eqvista brings these processes together through a company-controlled tender offer workflow, supported by its equity management infrastructure and Eqvista Real-Time Company Valuation® technology.

“With Eqvista, private companies can help their employees and early investors turn their shares into cash, rewarding them for their contributions to the company,” said Tomas Milar, Founder and CEO of Eqvista. “We already help companies manage ownership and understand their value. Bringing tender offers into the same platform is a natural next step toward connecting equity management, valuation, and liquidity.”

Company-Controlled Tender Offers

Eqvista’s new capabilities allow companies to manage tender offers while maintaining control over participation, transaction terms, and ownership changes.

Key features include:

Cap table integration: Automatically record completed ownership changes.Participant controls: Define eligible buyers and sellers and offer windows.Allocation rules: Set transaction limits, pro rata allocations, and priorities.Integrated approvals: Manage approval requirements and rights of first refusal.Valuation-informed pricing: Reference Eqvista Real-Time Company Valuation® data when evaluating transaction pricing.

By integrating these processes, Eqvista aims to reduce the administrative complexity of organizing liquidity events while helping companies maintain control over their shareholder base.

Building Toward a Secondary Marketplace

Building on its company-sponsored tender offer capabilities, Eqvista plans to expand into secondary marketplace infrastructure designed to support structured, company-approved liquidity programs. By connecting ownership records, real-time valuation data, and private share transactions within one platform, Eqvista aims to make private market liquidity more accessible while allowing companies to maintain control over participation and ownership changes. Further details will be announced as development progresses, subject to applicable regulatory requirements.

Learn more about Eqvista’s Company-Sponsored Tender Offers.

About Eqvista

Eqvista is an equity management and valuation platform building infrastructure for private markets. Trusted by more than 25,000 companies worldwide, Eqvista combines equity management, in-house valuation expertise, and AI-powered technology to help private companies manage ownership and understand their value. Eqvista Real-Time Company Valuation® technology covers approximately 65,000 U.S. private companies representing an estimated $9 trillion in combined value.

Contact Information
Jakub Vele
Head of Marketing
424978@email4pr.com
+1 (415) 375-4963

View original content to download multimedia:https://www.prnewswire.com/news-releases/eqvista-launches-company-sponsored-tender-offers-expanding-private-market-liquidity-capabilities-302911472.html

SOURCE Eqvista

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Eqvista Launches Company-Sponsored Tender Offers, Expanding Private Market Liquidity Capabilities

Published

35 minutes ago

on

October 19, 2026

By

New tender offer capabilities connect equity management with real-time valuation data covering approximately 65,000 private companies with a combined estimated value of $9 trillion, laying the groundwork for future secondary marketplace capabilities.

SAN FRANCISCO, Oct. 19, 2026 /PRNewswire/ — Eqvista, a leading equity management and valuation platform serving more than 25,000 companies, today announced the launch of company-sponsored tender offer capabilities, enabling private companies to organize structured liquidity events directly within their equity management platform. The launch also marks a step toward Eqvista’s planned secondary marketplace capabilities.

As companies stay private longer, employees and early investors face limited opportunities to sell their shares. Meanwhile, organizing liquidity events involves complex decisions around pricing, participant eligibility, approvals, and ownership changes.

Eqvista brings these processes together through a company-controlled tender offer workflow, supported by its equity management infrastructure and Eqvista Real-Time Company Valuation® technology.

“With Eqvista, private companies can help their employees and early investors turn their shares into cash, rewarding them for their contributions to the company,” said Tomas Milar, Founder and CEO of Eqvista. “We already help companies manage ownership and understand their value. Bringing tender offers into the same platform is a natural next step toward connecting equity management, valuation, and liquidity.”

Company-Controlled Tender Offers

Eqvista’s new capabilities allow companies to manage tender offers while maintaining control over participation, transaction terms, and ownership changes.

Key features include:

Cap table integration: Automatically record completed ownership changes.Participant controls: Define eligible buyers and sellers and offer windows.Allocation rules: Set transaction limits, pro rata allocations, and priorities.Integrated approvals: Manage approval requirements and rights of first refusal.Valuation-informed pricing: Reference Eqvista Real-Time Company Valuation® data when evaluating transaction pricing.

By integrating these processes, Eqvista aims to reduce the administrative complexity of organizing liquidity events while helping companies maintain control over their shareholder base.

Building Toward a Secondary Marketplace

Building on its company-sponsored tender offer capabilities, Eqvista plans to expand into secondary marketplace infrastructure designed to support structured, company-approved liquidity programs. By connecting ownership records, real-time valuation data, and private share transactions within one platform, Eqvista aims to make private market liquidity more accessible while allowing companies to maintain control over participation and ownership changes. Further details will be announced as development progresses, subject to applicable regulatory requirements.

Learn more about Eqvista’s Company-Sponsored Tender Offers.

About Eqvista

Eqvista is an equity management and valuation platform building infrastructure for private markets. Trusted by more than 25,000 companies worldwide, Eqvista combines equity management, in-house valuation expertise, and AI-powered technology to help private companies manage ownership and understand their value. Eqvista Real-Time Company Valuation® technology covers approximately 65,000 U.S. private companies representing an estimated $9 trillion in combined value.

Contact Information
Jakub Vele
Head of Marketing
424978@email4pr.com
+1 (415) 375-4963

View original content to download multimedia:https://www.prnewswire.com/news-releases/eqvista-launches-company-sponsored-tender-offers-expanding-private-market-liquidity-capabilities-302911472.html

SOURCE Eqvista

Continue Reading

Technology

Eqvista Launches Company-Sponsored Tender Offers, Expanding Private Market Liquidity Capabilities

Published

35 minutes ago

on

October 19, 2026

By

New tender offer capabilities connect equity management with real-time valuation data covering approximately 65,000 private companies with a combined estimated value of $9 trillion, laying the groundwork for future secondary marketplace capabilities.

SAN FRANCISCO, Oct. 19, 2026 /PRNewswire/ — Eqvista, a leading equity management and valuation platform serving more than 25,000 companies, today announced the launch of company-sponsored tender offer capabilities, enabling private companies to organize structured liquidity events directly within their equity management platform. The launch also marks a step toward Eqvista’s planned secondary marketplace capabilities.

As companies stay private longer, employees and early investors face limited opportunities to sell their shares. Meanwhile, organizing liquidity events involves complex decisions around pricing, participant eligibility, approvals, and ownership changes.

Eqvista brings these processes together through a company-controlled tender offer workflow, supported by its equity management infrastructure and Eqvista Real-Time Company Valuation® technology.

“With Eqvista, private companies can help their employees and early investors turn their shares into cash, rewarding them for their contributions to the company,” said Tomas Milar, Founder and CEO of Eqvista. “We already help companies manage ownership and understand their value. Bringing tender offers into the same platform is a natural next step toward connecting equity management, valuation, and liquidity.”

Company-Controlled Tender Offers

Eqvista’s new capabilities allow companies to manage tender offers while maintaining control over participation, transaction terms, and ownership changes.

Key features include:

Cap table integration: Automatically record completed ownership changes.Participant controls: Define eligible buyers and sellers and offer windows.Allocation rules: Set transaction limits, pro rata allocations, and priorities.Integrated approvals: Manage approval requirements and rights of first refusal.Valuation-informed pricing: Reference Eqvista Real-Time Company Valuation® data when evaluating transaction pricing.

By integrating these processes, Eqvista aims to reduce the administrative complexity of organizing liquidity events while helping companies maintain control over their shareholder base.

Building Toward a Secondary Marketplace

Building on its company-sponsored tender offer capabilities, Eqvista plans to expand into secondary marketplace infrastructure designed to support structured, company-approved liquidity programs. By connecting ownership records, real-time valuation data, and private share transactions within one platform, Eqvista aims to make private market liquidity more accessible while allowing companies to maintain control over participation and ownership changes. Further details will be announced as development progresses, subject to applicable regulatory requirements.

Learn more about Eqvista’s Company-Sponsored Tender Offers.

About Eqvista

Eqvista is an equity management and valuation platform building infrastructure for private markets. Trusted by more than 25,000 companies worldwide, Eqvista combines equity management, in-house valuation expertise, and AI-powered technology to help private companies manage ownership and understand their value. Eqvista Real-Time Company Valuation® technology covers approximately 65,000 U.S. private companies representing an estimated $9 trillion in combined value.

Contact Information
Jakub Vele
Head of Marketing
424978@email4pr.com
+1 (415) 375-4963

View original content to download multimedia:https://www.prnewswire.com/news-releases/eqvista-launches-company-sponsored-tender-offers-expanding-private-market-liquidity-capabilities-302911472.html

SOURCE Eqvista

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