United Capital
United Capital was an Independent Registered Investment Advisor with over $15 billion in AUM across 70+ offices nationwide. The company primarily focused on households with $500k-$5M in net worth. The company was founded in 2005 and based in Newport Beach, CA. In 2019, United Capital was acquired by Goldman Sachs.
Date of Investment:
October 2013
Exit Date:
July 2019
Exit Type:
Strategic Sale to Goldman Sachs
Sageview Contact(s):
Sageview Value-Add
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Human Resources
- Recruited senior management and directors
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M&A
- Introduced largest acquisition via Sageview network
- Redeveloped acquisition model