Under GTCR’s ownership, FMG will expand AI capabilities, scale enterprise
relationships and pursue front-office innovation

GTCR, a private equity firm, has announced that it has signed a definitive agreement
to acquire FMG Suite (“FMG” or “the Company”), one of the largest providers of advisor-
led marketing automation software used by financial advisors and insurance
professionals, from Aurora Capital Partners (“Aurora”).

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 maximize efficiency and ensure compliance. The
Company’s purpose-built platform, robust content library and integrated compliance
workflows create a mission critical “one stop shop” for advisors seeking enhanced client
engagement. FMG currently serves over 50,000 financial professionals and, through its
Agency Revolution brand, over 3,500 property and casualty insurance agencies.

Leveraging FMG’s history of customer-centric product innovation, under GTCR’s
ownership the Company will continue to build out its product suite and technology
capabilities to meet the evolving needs of its client base and expand its market reach.
FMG represents the latest partnership in GTCR’s long 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.

“Scott and his team have built an exceptional business that is uniquely positioned to
serve advisors and insurance professionals’ growing need for innovative and impactful
tools to drive increased organic growth,” said Michael Hollander, Managing Director at
GTCR. “We’ve known Scott for many years and look forward to supporting him and the
FMG team as they scale the platform and deliver increased value to more advisors and
professionals, including building on their AI capabilities.”

“We are thankful for the support and strategic guidance that Aurora has provided over
the past five years and are excited to partner with GTCR in FMG’s next phase of
growth,” said Scott White, CEO of FMG. “GTCR’s deep knowledge in wealth, marketing
and insurance combined with a long track record of scaling category leaders, makes
them an ideal strategic partner. This transaction is a powerful endorsement of our
vision, our team and the role FMG plays in fueling growth for financial and insurance
professionals and enterprises.”

“We are grateful to Scott and the whole FMG team for their partnership, creativity and
relentless positive energy which translated into excellent results for clients, team
members and investors. We believe they have found an excellent partner in GTCR, and
we wish them the best going forward,” said Rob Fraser, Partner at Aurora.

“FMG empowers advisors with intuitive, best-in-class marketing automation tools that
are critical to driving timely, compliant client engagement,” said Lizzie Wintle, Director at
GTCR. “We’re excited to partner with Scott and the leadership team to identify and
pursue both organic and inorganic initiatives and opportunities that accelerate product
innovation, broaden FMG’s market reach and deepen its impact on the advisor-client
relationship.”

“We enjoyed working closely with the FMG team on critical investments in organic and
acquisition growth, and are proud to have been a part of the Company’s transformation
in recent years. We are confident that FMG’s brightest days lie ahead,” said Bianca
Sganga, Principal at Aurora.

The transaction is expected to close in the third quarter of 2025. Lincoln International
LLC and William Blair served as financial advisors and Gibson, Dunn & Crutcher LLP
served as legal counsel to FMG. Ardea Partners LP, Baird and Harris Williams served
as financial advisors and Simpson Thacher & Bartlett LLP served as legal counsel to
GTCR.