Announced
Completed
Financials
Tags
Domestic
retirement advice
Diversified Financials
United States
Acquisition
Private
Majority
Friendly
Completed
Single Bidder
Synopsis
Equity Trust, a custodian of self-directed IRAs, completed the acquisition of Midland Trust, a self-directed IRA company. Financial terms were not disclosed. "We are thrilled to welcome Midland Trust's clients and employees to the Equity family. This acquisition aligns perfectly with our strategy to provide the highest-quality products and services to our customers while enabling them to maximize their retirement savings. We are excited to join forces with the talented, customer-focused employees of Midland to deliver a world-class experience," George Sullivan, Equity Trust CEO.
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