Mergers & Acquisitions

GTCR Acquires FMG Suite

7071 GCTR - FMG Suite NT

M&A Engagement Overview

Industry Group: Technology
Areas of Focus: Financial Technology, Online Marketing and Data Analytics

Harris Williams advised GTCR on their acquisition of FMG Suite, a portfolio company of Aurora Capital Partners. FMG is a leading provider of advisor-led marketing automation software used by financial advisors and insurance professionals.  

In the modern era of customer engagement for the financial services industry, enterprises and their representatives require data-driven, digital solutions that are purpose-built and optimize engagement with clients.

FMG provides marketing automation solutions to wealth advisory and insurance experts, helping consultants and agents drive organic growth through omnichannel marketing solutions while ensuring compliance with industry regulations. The company’s purpose-built platform, robust content library, and integrated compliance workflows create a mission-critical “one stop shop” for advisors, facilitating client engagement.

The partnership with GTCR allows FMG to continue building their product suite and technology capabilities to meet the evolving needs of their client base and expand their market reach.

GTCR’s extensive experience and capabilities across both financial services technology and the marketing and insurance industries also supports FMG in their next chapter of growth as they accelerate product innovation, build on AI capabilities, and identify and integrate inorganic M&A opportunities.

Contact the Harris Williams Technology Group to learn more about this client engagement.