United Capital

United Statesunitedcapitalplcgroup.com1expert edge

Former independent RIA founded by Joe Duran, grew to $25B AUM with 220+ advisors across 90+ offices through 90+ acquisitions. Acquired by Goldman Sachs in 2019 for $750M and rebranded as Goldman Sachs Personal Financial Management.

Why interesting to a deal team

Capelle was co-founder and Chief Platform Officer during record acquisition run. Demonstrates scale potential and institutional integration pathway; acquisition price signals market appetite for $25B+ platforms.

Experts connected to this company

Mike CapelleCo-founder, Chief Platform Officer, sold to Goldman Sachs

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

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investmentnews.com/goldman-sachs-acquires-united-capital-79567
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wealthmanagement.com/ria-news/united-capital-co-founders-launch-modern-wealth-management-with-pe-backing
Structured dataPrimary
unitedcapitalplcgroup.com

Strongest evidenceStructured data3 public sourcesHow the grades work