Private equity firm GTCR is to acquire FMG Suite, a provider of advisor-led marketing automation software used by financial advisors and insurance professionals, from Aurora Capital Partners.
Founded in 2011, FMG provides marketing automation solutions to wealth advisory and insurance professionals, helping advisors and agents drive organic growth through omnichannel marketing solutions that maximise efficiency and ensure compliance.
FMG currently serves over 50,000 financial professionals and, through its Agency Revolution brand, over 3,500 property and casualty insurance agencies.
Under GTCR’s ownership the company will continue to build out its product suite and technology capabilities to meet the needs of its client base and expand its market reach.
GTCR’s has a history of investing in wealth, marketing, and insurance services and technology, including current investments in AssetMark, AssuredPartners, CAPTRUST, Foundation Source, Simpli.fi and Winged Keel.
The transaction is expected to close in the third quarter of 2025.
Lincoln International and William Blair served as financial advisors and Gibson, Dunn & Crutcher served as legal counsel to FMG. Ardea Partners, Baird and Harris Williams served as financial advisors and Simpson Thacher & Bartlett served as legal counsel to GTCR.
