GTCR, a Chicago-based private equity firm, has completed its acquisition of FMG Suite, a leading provider of marketing automation software for financial advisors and insurance agents. The deal, first announced earlier this year, transfers ownership from Aurora Capital Partners and marks the start of a new growth phase for FMG under GTCR’s “Leaders Strategy” investment approach.
As part of the deal, Mark Casady, former Chairman and CEO of LPL Financial, has joined FMG as Executive Chairman. Casady brings over 40 years of experience in financial services, wealth management, and fintech, including a proven track record of scaling advisor-focused platforms. He will work closely with FMG President and CEO Scott White and the leadership team to guide strategy, expand enterprise relationships, and develop AI-enabled products tailored to the evolving needs of advisors and insurance professionals.
Founded in 2011, FMG serves over 50,000 financial advisors and more than 3,500 insurance professionals. Its platform offers a comprehensive suite of marketing tools—including website management, email, social media, events, blogs, and video content—integrated with compliance workflows to help advisors engage clients, attract prospects, and maintain regulatory standards. The company’s robust content library and centralized platform have made it a “one stop shop” for marketing in the wealth management and insurance sectors.
GTCR’s investment is expected to support FMG’s continued innovation, expansion into new markets, and enhancement of its technology capabilities, with a particular focus on AI-driven solutions. The partnership also aims to deepen FMG’s relationships with large-scale wealth management firms and insurance agencies while pursuing both organic growth and strategic acquisitions.
With GTCR’s backing and Casady’s leadership, FMG is positioned to strengthen its role as a top marketing technology provider for advisors, helping them stand out in a competitive market, win new clients, and build stronger relationships with existing ones. The acquisition underscores the growing importance of integrated, compliant, and data-driven marketing solutions in the financial services industry.
KEY QUOTES:
“I’m thrilled to join FMG as Executive Chairman during such a pivotal time for innovation in wealth management. Throughout my career, I’ve been focused on helping financial advisors deliver smarter, more efficient ways to serve their clients and build lasting financial freedom. This includes witnessing the transformative impact of AI in financial services, which I believe will be key to future growth. I’ve known FMG for years, and its platform presents an exceptional opportunity to advance that mission and empower the next generation of agents and advisors to thrive.”
Mark Casady
“We’re excited to be partnering with GTCR and Mark, whose experience building advisor-focused technology and services makes him an ideal fit for FMG. Together, we share the belief that advisors need intuitive, easy-to-use tools to stand out, win new clients, and deepen existing relationships. With GTCR’s support and Mark’s leadership, we’ll continue to evolve our platform, expand into new markets, and deliver AI-enabled solutions that drive organic growth.”
Scott White, President and CEO, FMG
“We’ve known Mark for over a decade and are confident that FMG will benefit from his deep understanding of the financial advisor community, unparalleled network in the wealth and insurance industries and strategic guidance. We look forward to partnering with Mark, Scott and the FMG management team to strategically invest in the Company’s software platform and continue to meet the evolving needs of its customers.”
Michael Hollander, Managing Director at GTCR
