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What is a Transformational Acquirer™?

United Capital Financial Partners, Inc. is a fast growing national network of exceptional financial services practices that provides centralized back office operations, customized advice, and objective, expertly applied investment management in a highly client-centered service model. All of this while leaving the independence and control at the local level in the hands of the advisors who join us.

We are a well-capitalized and strategic buyer of regional practices with a minimum of $100 million in client assets or $1 million in revenue. The principals of these firms choose to join United Capital and continue to run their practices as a means to:

• Centralize Operations
  Our team removes the day-to-day management minutiae from the adviser’s plate, providing them with accounting and bill paying, compliance and regulatory oversight, payroll and human resource management, and a scalable technology platform.
• Access exceptional investment solutions
  Our team of CFPs, CFAs, and advanced degreed professionals works in concert to serve as a full-service wealth management ‘think tank.’ Our firms have access to best-in-breed investment solutions through our open architecture, and our centralized client reporting and operational infrastructure removes the back office nightmares from each local office.
• Grow their businesses and share in wealth creation
  Our unique business model typically means our partners meaningfully grow their assets and revenues immediately. In addition, as fellow shareholders of the parent company, all of our firms enjoy the benefit of large company valuations.

About United Capital Financial Advisers

United Capital Financial Partners oversees nearly
$8 Billion of client assets at 15 regional practices around the country.

Established by an experienced group of investment professionals, our management team has held executive positions in multi-billion dollar investment firms, and they have successfully acquired and converted many practices over the past decade.

Working Together for Our Clients

At United Capital, our focus is on helping every client achieve their financial goals and objectives. We work with each firm on an individual basis to help you expand your offerings and serve your clients more effectively than ever before. 
United Capital works with each partner firm, moving through three key processes:             

Create a completely customized transaction

United Capital works with you to structure the terms of a unique deal to suit your individual needs – whether you want to buy-out a partner, retire immediately or, more typically, become part of building a larger financial services firm. The terms of payment are also negotiated on a case-by-case basis. You may choose to realize value at the time of the acquisition, or to generate a generous income while continuing to run your practice and participating in the value creation as a co-owner of United Capital.

• Complete a Fast, Easy Transition
  United Capital’s transition team has successfully transitioned dozens of practices with minimal disruption to clients or to the businesses we’ve acquired. We integrate the operation and have created seamless transitions from full service firms and independent firms alike.
  
  
• Build Sustainable Business and Client Value
  We work together to meaningfully improve the value of each business we partner with.