Below GTCR’s possession, FMG will broaden AI capabilities, scale enterprise relationships and pursue front-office innovation
CHICGO, IL, July 29, 2025 – GTCR, a number one personal fairness agency, introduced immediately 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 way 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 vital “one cease store” for advisors in search of enhanced shopper engagement. FMG at present 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, underneath GTCR’s possession the Firm will proceed to construct out its product suite and know-how capabilities to fulfill the evolving wants of its shopper base and broaden its market attain. FMG represents the newest 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 staff 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 progress,” stated Michael Hollander, Managing Director at GTCR. “We’ve recognized Scott for a few years and look ahead to supporting him and the FMG staff 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 accomplice with GTCR in FMG’s subsequent part of progress,” stated Scott White, CEO of FMG. “GTCR’s deep information in wealth, advertising and marketing and insurance coverage mixed with a protracted observe report of scaling class leaders, makes them a really perfect strategic accomplice. This transaction is a strong endorsement of our imaginative and prescient, our staff and the function FMG performs in fueling progress for monetary and insurance coverage professionals and enterprises.”
“We’re grateful to Scott and the entire FMG staff for his or her partnership, creativity and relentless constructive power which translated into wonderful outcomes for purchasers, staff members and traders. We imagine they’ve discovered a wonderful accomplice in GTCR, and we want them one of the best 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 staff 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 carefully with the FMG staff on vital investments in natural and acquisition progress, and are proud to have been part of the Firm’s transformation lately. We’re assured that FMG’s brightest days lie forward,” stated Bianca Sganga, Principal at Aurora.
The transaction is predicted 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 way of natural progress and strategic acquisitions. GTCR is concentrated on investing in transformative progress in firms 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 firms, and the agency at present manages roughly $50 billion in fairness capital. GTCR is predicated in Chicago with workplaces 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 progress. 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 greatest practices. By way of an intuitive, centralized platform, FMG allows 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 personal fairness agency with $6 billion in belongings underneath 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
pro-GTCR@Prosek.com
Aurora Capital Companions Media Contact
Taylor Ingraham / Max Rayden
aurora@ascadvisors.com