Business
GTCR Completes Acquisition of FMG, the Leading Marketing Automation Platform for Financial Advisors
GTCR, a leading private equity firm, announced today that it has closed the previously announced acquisition of FMG Suite ("FMG" or "the Company"), a leading provider of advisor-led marketing automation software to financial advisors and insurance agents, from Aurora Capital Partners.
About this update from Lpl Financial Holdings Inc.
[{"type":"text","content":"Firm executes Leaders Strategy™ partnership with former LPL Financial CEO Mark Casady, who joins company as Executive Chairman","length":126,"tagName":"p","attribs":{}},{"type":"text","content":"CHICAGO, Sept. 10, 2025 /PRNewswire/ -- GTCR, a leading private equity firm, announced today that it has closed the previously announced acquisition of FMG Suite ("FMG" or "the Company"), a leading provider of advisor-led marketing automation software to financial advisors and insurance agents, from Aurora Capital Partners.","length":345,"tagName":"p"},{"type":"image","alt":"www.gtcr.com (PRNewsfoto/GTCR) (PRNewsfoto/GTCR)","displaySize":"","headline":null,"caption":"www.gtcr.com (PRNewsfoto/GTCR) (PRNewsfoto/GTCR)","className":"","disableSlideshowImg":false,"size":{"original":{"width":400,"height":105,"url":"https://media.zenfs.com/en/prnewswire.com/fb31226e72f445b407c04d681a7c51f4"},"resized":{"url":"https://s.yimg.com/ny/api/res/1.2/jBEDjW_P3G2lpktgQ9GBEA--/YXBwaWQ9aGlnaGxhbmRlcjt3PTcwNTtoPTE4NTtjZj13ZWJw/https://media.zenfs.com/en/prnewswire.com/fb31226e72f445b407c04d681a7c51f4","width":400,"height":105}},"href":"https://mma.prnewswire.com/media/2624007/GTCR_Logo.html","hrefExternal":true,"rel":"nofollow"},{"type":"text","content":"As part of the Leaders Strategy™ investment approach, Mark Casady, former Chairman and CEO of LPL Financial (NASDAQ: LPLA), will join FMG as Executive Chairman. Mr. Casady will work closely with FMG President and CEO Scott White and other members of the management team to help drive strategy and growth initiatives. These include developing AI-enabled products that cater to the evolving needs of the advisor, deepening FMG's relationships with enterprise-scale wealth management firms and insurance agencies and evaluating organic and inorganic growth opportunities.","length":572,"tagName":"p"},{"type":"text","content":"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 while ensuring compliance with industry regulation. 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 and prospecting. FMG serves...