Acquisition History Mid-Continent Capital exited as an independent RIA through asset sale to Focus Financial Partners in early 2022, indicating a recent strategic shift and potential ongoing integration needs for clients and platforms.

Client Base Serving high net worth individuals, institutional retirement plans, and foundations across the U.S. with $2.4 billion AUM and 300+ clients, presenting opportunities for wealth management, retirement solutions, and institutional advisory services.

Experience Depth Senior investment professionals average 30 years in the industry, suggesting a client-facing value proposition around disciplined, long-term strategies that could be paired with trusted advisory collaborations or co-management arrangements.

Technology Stack Utilizes Salesforce, DocuSign, Microsoft 365 and network solutions, signaling readiness for scalable client onboarding, digital workflows, e-signature adoption, and potential cross-sell of fintech-enabled advisory platforms.

Growth Opportunity Revenue range and modest headcount imply potential for scalable asset growth, expanded product offerings (growth/value equity and fixed income), and partnerships with larger firms seeking boutique specialization or capacity for client-advisor matching.