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Target·RIA Rollups

Goldman Sachs Personal Financial Management

Newport Beach, California, United Statesgoldmansachs.com1expert edge

United Capital rebranded under Goldman Sachs following 2019 acquisition for $750M. Offered wealth advisory and financial planning for mass affluent to high-net-worth individuals ($1M-$15M+). Divested to Creative Planning in 2023.

Why interesting to a deal team

Capelle tenure as Managing Director and Head of High-Net-Worth Product demonstrates institutional leadership capability. Shows both integration pathway within bulge-bracket firm and eventual divestiture reveals profitability challenges at scale.

Experts connected to this company

MC

Mike Capelle

Co-founder and Co-CEO

Modern Wealth Management

FounderLaguna Beach

Serial RIA-platform builder who took United Capital to a $750M Goldman exit and is now running Modern Wealth's PE-backed roll-up playbook in real time.

Sources