Underneath GTCR’s possession, FMG will develop AI capabilities, scale enterprise relationships and pursue front-office innovation
CHICAGO, IL, July 29, 2025 – GTCR, a number one non-public fairness agency, introduced right this moment that it has signed a definitive settlement to amass FMG Suite (“FMG” or “the Firm”), one of many largest suppliers of advisor-led advertising automation software program utilized by monetary advisors and insurance coverage professionals, from Aurora Capital Companions (“Aurora”).
Based in 2011, FMG gives advertising automation options to wealth advisory and insurance coverage professionals, serving to advisors and brokers drive natural progress by means of omnichannel advertising 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 essential “one cease store” for advisors in search of enhanced shopper engagement. FMG at the moment serves over 50,000 monetary professionals and, by means of its Company Revolution model, over 3,500 property and casualty insurance coverage companies.
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 shopper base and develop its market attain. FMG represents the most recent partnership in GTCR’s lengthy historical past of investing in wealth, advertising 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 crew 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 stay up for supporting him and the FMG crew 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 help and strategic steering that Aurora has offered over the previous 5 years and are excited to associate with GTCR in FMG’s subsequent part of progress,” stated Scott White, CEO of FMG. “GTCR’s deep data in wealth, advertising and insurance coverage mixed with an extended observe report of scaling class leaders, makes them a super strategic associate. This transaction is a robust endorsement of our imaginative and prescient, our crew 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 crew for his or her partnership, creativity and relentless constructive power which translated into glorious outcomes for shoppers, crew members and traders. We imagine they’ve discovered a wonderful associate in GTCR, and we want them the perfect going ahead,” stated Rob Fraser, Associate at Aurora.
“FMG empowers advisors with intuitive, best-in-class advertising automation instruments which can be essential to driving well timed, compliant shopper engagement,” stated Lizzie Wintle, Director at GTCR. “We’re excited to associate with Scott and the management crew to establish and pursue each natural and inorganic initiatives and alternatives that speed up product innovation, broaden FMG’s market attain and deepen its affect on the advisor-client relationship.”
“We loved working intently with the FMG crew on essential 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 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 corporations by means of natural progress and strategic acquisitions. GTCR is targeted on investing in transformative progress in corporations within the Enterprise & Shopper 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 is predicated in Chicago with workplaces 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 platform empowering monetary advisors, insurance coverage brokers, and enterprises with scalable and compliant advertising options designed to drive natural progress. Persistently ranked #1 in market share and buyer satisfaction within the T3 Software program Survey Report, FMG helps shoppers keep forward of evolving traits and successfully implement advertising finest practices. By means of an intuitive, centralized platform, FMG allows customers to effectively handle web sites, e 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 belongings below administration. Based in 1991, the agency invests in middle-market corporations 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
