Acquisition Synergies Midland Trust was acquired by Equity Trust Company in July 2023, creating an integrated custodian with a robust self-directed IRA and 1031 exchange platform. This opens cross-sell opportunities to Equity Trust’s client base and allows co-marketing of custody and private fund solutions.

Scale and Credibility With billions of assets under administration and thousands of satisfied clients since its inception, Midland offers a strong credibility proposition for advisors looking to add self-directed options for high-net-worth investors.

Regional Footprint Fort Myers–based Midland carries a Southwest Florida footprint and has earned local recognition as a top workplace, signaling potential for regional advisor partnerships, employer programs, and targeted business development in the area.

Alternative Investment Focus Core services—self-directed IRAs, 1031 exchanges, and private fund custody—align Midland with real estate investors, private funds, and sophisticated sponsors seeking custody, compliance, and tax-deferral flexibility.

Growth and Culture Midland’s mid-size team and growth post-acquisition, plus industry accolades, position it to attract broker-dealers and independent advisers seeking reliable custody and retirement solutions, as well as financial wellness education partnerships.