Agency executes Leaders Technique™ partnership with former LPL Monetary CEO Mark Casady, who joins firm as Government Chairman
Chicago, IL, September 10, 2025 – GTCR, a number one non-public fairness agency, introduced immediately that it has closed the beforehand introduced acquisition of FMG Suite (“FMG” or “the Firm”), a number one supplier of advisor-led advertising and marketing automation software program to monetary advisors and insurance coverage brokers, from Aurora Capital Companions.
As a part of the Leaders Technique™ funding strategy, Mark Casady, former Chairman and CEO of LPL Monetary (NASDAQ: LPLA), will be a part of FMG as Government Chairman. Mr. Casady will work carefully with FMG President and CEO Scott White and different members of the administration group to assist drive technique and development initiatives. These embrace growing AI-enabled merchandise that cater to the evolving wants of the advisor, deepening FMG’s relationships with enterprise-scale wealth administration companies and insurance coverage companies and evaluating natural and inorganic development alternatives.
Based in 2011, FMG supplies advertising and marketing automation options to wealth advisory and insurance coverage professionals, serving to advisors and brokers drive natural development via omnichannel advertising and marketing options whereas guaranteeing compliance with business regulation. The Firm’s purpose-built platform, sturdy content material library and built-in compliance workflows create a mission crucial “one cease store” for advisors, facilitating shopper engagement and prospecting. FMG serves over 50,000 monetary advisors and over 3,500 insurance coverage professionals, spanning massive blue-chip wealth advisory companies and smaller boutique suppliers.
Mr. Casady brings greater than 4 a long time of expertise in monetary providers, wealth administration and monetary expertise, and a confirmed monitor report of scaling advisor-driven platforms. He at present serves as Founder and Chairman of Vestigo Ventures, an early-stage enterprise agency targeted on monetary expertise and AI. Previous to founding Vestigo Ventures, Mr. Casady joined LPL Monetary in 2002 and served as Chairman and CEO from 2005 to 2017. Throughout his tenure, Mr. Casady grew LPL revenues from $1.4 billion to over $4.0 billion via a mixture of natural development and acquisitions, reworking LPL into the most important U.S. impartial dealer supplier serving over 14,000 advisors. He additionally efficiently transitioned LPL from a sponsor backed non-public firm to a publicly listed entity in 2010. By way of this expertise, Mr. Casady has direct data of FMG’s worth proposition for the monetary advisor neighborhood. Earlier in his profession, he was a Managing Director at Deutsche Asset Administration (previously Scudder Kemper Investments), the place he constructed up the agency’s mutual fund enterprise distribution community.
“I’m thrilled to hitch FMG as Government Chairman throughout such a pivotal time for innovation in wealth administration,” stated Mr. Casady. “All through my profession, I’ve been targeted on serving to monetary advisors ship smarter, extra environment friendly methods to serve their purchasers and construct lasting monetary freedom. This contains witnessing the transformative affect of AI in monetary providers, which I consider shall be key to future development. I’ve recognized FMG for years, and its platform presents an distinctive alternative to advance that mission and empower the subsequent technology of brokers and advisors to thrive.”
“We’re excited to be partnering with GTCR and Mark, whose expertise constructing advisor-focused expertise and providers makes him a super match for FMG,” stated Scott White, President and CEO, FMG. “Collectively, we share the idea that advisors want intuitive, easy-to-use instruments to face out, win new purchasers, and deepen current relationships. With GTCR’s assist and Mark’s management, we’ll proceed to evolve our platform, develop into new markets, and ship AI-enabled options that drive natural development.”
“We’ve recognized Mark for over a decade and are assured that FMG will profit from his deep understanding of the monetary advisor neighborhood, unparalleled community within the wealth and insurance coverage industries and strategic steering,” stated Michael Hollander, Managing Director at GTCR. “We sit up for partnering with Mark, Scott and the FMG administration group to strategically spend money on the Firm’s software program platform and proceed to fulfill the evolving wants of its clients.”
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 establish, purchase and construct market-leading firms via natural development and strategic acquisitions. GTCR is concentrated on investing in transformative development in firms within the Enterprise & Shopper Providers, Monetary Providers & Know-how, Healthcare and Know-how, 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 places of work in New York and West Palm Seashore. For extra info, 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. Constantly 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 finest practices. By way of an intuitive, centralized platform, FMG permits customers to effectively handle web sites, e-mail, texting, social media, occasions, blogs, movies, and extra—multi function place. For extra info, go to www.fmgsuite.com.
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