Beneath GTCR’s possession, FMG will broaden AI capabilities, scale enterprise relationships and pursue front-office innovation
CHICAGO, IL, July 29, 2025 – GTCR, a number one personal 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 gives advertising and marketing automation options to wealth advisory and insurance coverage professionals, serving to advisors and brokers drive natural progress by means of omnichannel advertising and marketing options that maximize effectivity and guarantee compliance. The Firm’s purpose-built platform, strong content material library and built-in compliance workflows create a mission important “one cease store” for advisors in search of enhanced consumer engagement. FMG at present serves over 50,000 monetary professionals and, by means of its Company Revolution model, over 3,500 property and casualty insurance coverage businesses.
Leveraging FMG’s historical past of customer-centric product innovation, below GTCR’s possession the Firm will proceed to construct out its product suite and know-how capabilities to satisfy the evolving wants of its consumer base and broaden 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 providers and know-how, together with present investments in AssetMark, AssuredPartners, CAPTRUST, Basis Supply, Simpli.fi and Winged Keel.
“Scott and his group have constructed an distinctive enterprise that’s uniquely positioned to serve advisors and insurance coverage professionals’ rising want for revolutionary and impactful instruments to drive elevated natural progress,” mentioned Michael Hollander, Managing Director at GTCR. “We’ve recognized Scott for a few years and sit up for supporting him and the FMG group 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 steerage that Aurora has offered over the previous 5 years and are excited to associate with GTCR in FMG’s subsequent section of progress,” mentioned Scott White, CEO of FMG. “GTCR’s deep data in wealth, advertising and marketing and insurance coverage mixed with a protracted observe document of scaling class leaders, makes them a perfect strategic associate. This transaction is a robust endorsement of our imaginative and prescient, our group and the position FMG performs in fueling progress for monetary and insurance coverage professionals and enterprises.”
“We’re grateful to Scott and the entire FMG group for his or her partnership, creativity and relentless optimistic power which translated into glorious outcomes for purchasers, group members and buyers. We consider they’ve discovered a wonderful associate in GTCR, and we want them the very best going ahead,” mentioned Rob Fraser, Accomplice at Aurora.
“FMG empowers advisors with intuitive, best-in-class advertising and marketing automation instruments which can be important to driving well timed, compliant consumer engagement,” mentioned Lizzie Wintle, Director at GTCR. “We’re excited to associate with Scott and the management group to determine and pursue each natural and inorganic initiatives and alternatives that speed up product innovation, broaden FMG’s market attain and deepen its influence on the advisor-client relationship.”
“We loved working intently with the FMG group on important investments in natural and acquisition progress, 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,” mentioned 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 personal fairness agency that invests behind The Leaders Technique™ – discovering and partnering with administration leaders in core domains to determine, purchase and construct market-leading firms by means of natural progress and strategic acquisitions. GTCR is targeted on investing in transformative progress in firms within the Enterprise & Shopper Providers, Monetary Providers & Expertise, Healthcare and Expertise, Media & Telecommunications sectors. Since its inception, GTCR has invested greater than $30 billion in over 290 firms, and the agency at present manages roughly $50 billion in fairness capital. GTCR relies in Chicago with workplaces in New York and West Palm Seashore. For extra info, please go to www.gtcr.com. Comply with 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 progress. Constantly ranked #1 in market share and buyer satisfaction within the T3 Software program Survey Report, FMG helps purchasers keep forward of evolving traits and successfully implement advertising and marketing greatest practices. Via an intuitive, centralized platform, FMG allows customers to effectively handle web sites, e-mail, texting, social media, occasions, blogs, movies, and extra—multi function place.
About Aurora Capital Companions
Aurora Capital Companions is a number one Los Angeles-based personal fairness agency with $6 billion in belongings below administration. Based in 1991, the agency invests in middle-market firms with main market positions, steady business dynamics, enticing enterprise mannequin traits and actionable alternatives for progress in partnership with administration. For extra details about Aurora Capital Companions, go to: www.auroracap.com.
GTCR Media Contact
Josh Clarkson / Ryan Smith
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Aurora Capital Companions Media Contact
Taylor Ingraham / Max Rayden
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