Underneath GTCR’s possession, FMG will increase AI capabilities, scale enterprise relationships and pursue front-office innovation
CHICGO, IL, July 29, 2025 – GTCR, a number one non-public fairness agency, introduced in the present day that it has signed a definitive settlement to accumulate FMG Suite (“FMG” or “the Firm”), one of many largest suppliers of advisor-led advertising and marketing automation software program utilized by monetary advisors and insurance coverage professionals, from Aurora Capital Companions (“Aurora”).
Based in 2011, FMG offers advertising and marketing automation options to wealth advisory and insurance coverage professionals, serving to advisors and brokers drive natural development by way of omnichannel advertising and marketing options that maximize effectivity and guarantee compliance. The Firm’s purpose-built platform, sturdy content material library and built-in compliance workflows create a mission vital “one cease store” for advisors searching for enhanced shopper engagement. FMG at the moment serves over 50,000 monetary professionals and, by way of its Company Revolution model, over 3,500 property and casualty insurance coverage businesses.
Leveraging FMG’s historical past of customer-centric product innovation, beneath GTCR’s possession the Firm will proceed to construct out its product suite and know-how capabilities to satisfy the evolving wants of its shopper base and increase its market attain. FMG represents the most recent partnership in GTCR’s lengthy historical past of investing in wealth, advertising and marketing and insurance coverage companies and know-how, together with present investments in AssetMark, AssuredPartners, CAPTRUST, Basis Supply, Simpli.fi and Winged Keel.
“Scott and his workforce have constructed an distinctive enterprise that’s uniquely positioned to serve advisors and insurance coverage professionals’ rising want for progressive and impactful instruments to drive elevated natural development,” stated Michael Hollander, Managing Director at GTCR. “We’ve identified Scott for a few years and sit up for supporting him and the FMG workforce as they scale the platform and ship elevated worth to extra advisors and professionals, together with constructing on their AI capabilities.”
“We’re grateful for the assist and strategic steering that Aurora has supplied over the previous 5 years and are excited to accomplice with GTCR in FMG’s subsequent section of development,” stated Scott White, CEO of FMG. “GTCR’s deep data in wealth, advertising and marketing and insurance coverage mixed with a protracted observe file of scaling class leaders, makes them a really perfect strategic accomplice. This transaction is a robust endorsement of our imaginative and prescient, our workforce and the function FMG performs in fueling development for monetary and insurance coverage professionals and enterprises.”
“We’re grateful to Scott and the entire FMG workforce for his or her partnership, creativity and relentless optimistic power which translated into glorious outcomes for purchasers, workforce members and buyers. We consider they’ve discovered a superb accomplice in GTCR, and we want them the most effective going ahead,” stated Rob Fraser, Accomplice at Aurora.
“FMG empowers advisors with intuitive, best-in-class advertising and marketing automation instruments which might be vital to driving well timed, compliant shopper engagement,” stated Lizzie Wintle, Director at GTCR. “We’re excited to accomplice with Scott and the management workforce to determine and pursue each natural and inorganic initiatives and alternatives that speed up product innovation, broaden FMG’s market attain and deepen its impression on the advisor-client relationship.”
“We loved working carefully with the FMG workforce on vital investments in natural and acquisition development, and are proud to have been part of the Firm’s transformation in recent times. We’re assured that FMG’s brightest days lie forward,” stated Bianca Sganga, Principal at Aurora.
The transaction is anticipated to shut within the third quarter of 2025. Lincoln Worldwide LLC and William Blair served as monetary advisors and Gibson, Dunn & Crutcher LLP served as authorized counsel to FMG. Ardea Companions LP, Baird and Harris Williams served as monetary advisors and Simpson Thacher & Bartlett LLP served as authorized counsel to GTCR.
About GTCR
Based in 1980, GTCR is a number one non-public fairness agency that invests behind The Leaders Technique™ – discovering and partnering with administration leaders in core domains to determine, purchase and construct market-leading corporations by way of natural development and strategic acquisitions. GTCR is targeted on investing in transformative development in corporations within the Enterprise & Client Companies, Monetary Companies & Know-how, Healthcare and Know-how, Media & Telecommunications sectors. Since its inception, GTCR has invested greater than $30 billion in over 290 corporations, and the agency at the moment manages roughly $50 billion in fairness capital. GTCR relies in Chicago with places of work in New York and West Palm Seaside. For extra data, please go to www.gtcr.com. Observe us on LinkedIn.
About FMG Suite
FMG is the main all-in-one digital advertising and marketing platform empowering monetary advisors, insurance coverage brokers, and enterprises with scalable and compliant advertising and marketing options designed to drive natural development. Persistently ranked #1 in market share and buyer satisfaction within the T3 Software program Survey Report, FMG helps purchasers keep forward of evolving tendencies and successfully implement advertising and marketing greatest practices. By way of an intuitive, centralized platform, FMG permits customers to effectively handle web sites, electronic mail, texting, social media, occasions, blogs, movies, and extra—multi functional place.
About Aurora Capital Companions
Aurora Capital Companions is a number one Los Angeles-based non-public fairness agency with $6 billion in property beneath administration. Based in 1991, the agency invests in middle-market corporations with main market positions, steady trade dynamics, engaging enterprise mannequin traits and actionable alternatives for development in partnership with administration. For extra details about Aurora Capital Companions, go to: www.auroracap.com.
GTCR Media Contact
Josh Clarkson / Ryan Smith
pro-GTCR@Prosek.com
Aurora Capital Companions Media Contact
Taylor Ingraham / Max Rayden
aurora@ascadvisors.com
