Mid Atlantic Capital Group, Inc.

Mid Atlantic Capital Group, Inc. is a financial services firm based in the US, specializing in trust and custody solutions for financial intermediaries and institutions to enhance operational efficiencies and provide innovative investment options. Founded in 1983 and headquartered in Pittsburgh, US, Mid Atlantic Capital Group, Inc. provides trust and custody services to financial institutions.

The company was involved in a significant transaction in March 2018 when Parthenon Capital Partners and Waterfall Milestone acquired a majority stake, with the deal completed in June 2018. The current CEO is Sue Van Gheem. American Trust Custody offers a comprehensive suite of trust and custody services tailored for financial intermediaries and institutions. Their primary offerings include trust and custody solutions, participant distribution services, cash deposit alternatives, and the ability to sub-advise Collective Investment Trusts (CITs) utilizing clients' investment strategies.

The firm’s platform is designed to enhance operational efficiencies and provide clients with cutting-edge tools to alleviate margin pressures while accessing unique investment choices. Serving over 100,000 retirement plans and trust accounts, American Trust Custody’s client base includes recordkeepers, third-party administrators, and financial advisors seeking to differentiate their service offerings. Their geographical market spans the United States, focusing primarily on regions where financial intermediaries operate, ensuring that clients have the resources necessary to secure their business goals. American Trust Custody generates revenue through a structure that includes fees associated with their various trust and custody services, participant distribution solutions, and cash deposit alternatives.

Clients engage with American Trust Custody through B2B transactions, whereby financial institutions and advisors utilize their services to manage retirement plans and investment accounts effectively. The pricing structure for their services reflects the value added through operational efficiencies and technology-driven solutions, although specific pricing details are proprietary. Flagship products such as DepositxChange®—a multi-bank cash deposit option—along with their suite of portfolio tools, enhance their attractiveness to clients by providing innovative solutions in the trust and custody space. Overall, American Trust Custody's focus on delivering high-quality service and technology integration supports their revenue model in the competitive financial services landscape.

Mid Atlantic Capital Group, Inc. plans to utilize recent funding from the March 2018 transaction to enhance its service offerings and operational capabilities. While specific upcoming products have not been disclosed, the firm is focused on expanding its footprint in new markets across the United States, particularly targeting regions with a high concentration of financial intermediaries. This strategic initiative aims to enhance their client base and service offerings in alignment with evolving market demands.