GTCR Finalizes Acquisition of FMG Suite to Enhance Financial Marketing Technology

GTCR Completes Acquisition of FMG Suite

On September 10, 2025, GTCR, a prominent private equity firm, announced the successful conclusion of its acquisition of FMG Suite, a leading marketing automation platform tailored for financial advisors and insurance agents. This acquisition marks a significant milestone in GTCR's strategy to invest in transformative technologies within the financial services sector.

FMG Suite, which was founded in 2011, has distinguished itself by offering advisor-driven marketing automation solutions aimed at helping financial professionals amplify their organic growth. With a user-friendly platform that integrates industry-compliant workflows, FMG has become the go-to resource for over 50,000 financial advisors and 3,500 insurance professionals across the spectrum from large financial institutions to smaller, boutique firms.

As part of this acquisition, Mark Casady, the former CEO of LPL Financial, has been appointed as Executive Chairman of FMG. Casady's extensive experience in financial services, particularly his tenure at LPL Financial where he grew revenue significantly and transitioned the company into a publicly traded entity, positions him as an ideal leader to guide FMG through its next stage of growth. With GTCR's backing, Casady aims to enhance FMG's capabilities by introducing AI-driven products that cater to the evolving needs of financial advisors.

The collaboration between GTCR and FMG marks the application of GTCR's Leaders Strategy™, which focuses on identifying and collaborating with management leaders who have a proven track record of building successful companies. Scott White, President and CEO of FMG, expressed excitement over this partnership, stating that their shared vision emphasizes the need for intuitive, easy-to-use tools that help advisors stand out in a crowded market.

In his welcoming remarks, Casady highlighted the transformative potential of AI within the financial advisory realm, stating, "I’m thrilled to join FMG as Executive Chairman during such a pivotal time for innovation in wealth management." His objective is clear: to empower advisers and agents to thrive amidst rapid technological developments in the industry.

GTCR's prior investments in Financial Services Technology and related sectors provide a solid foundation for continued growth at FMG. The firm has successfully invested over $30 billion across 290 companies since its establishment in 1980, with a particular focus on businesses operating at the intersection of technology and consumer services.

The acquisition signals not just a change in ownership, but an optimistic future where FMG can leverage both GTCR's capital and Casady’s deep industry expertise to enhance its services and expand its market footprint. As the demand for integrated marketing solutions in the financial sector grows, FMG is well-positioned to rise to the occasion, serving the evolving needs of financial professionals across the country.

Furthermore, FMG’s commitment to compliance and cutting-edge marketing strategies ensures that its clients are not just keeping up with industry standards but are also at the forefront of creating meaningful engagements with clients and prospects.

In conclusion, this acquisition by GTCR not only underscores the firm’s strategy to cultivate promising technology-powered solutions for financial advisories but also highlights FMG’s pivotal role in shaping the future of marketing in financial services. As the financial landscape continues to evolve, FMG's innovative approach will likely play a crucial role in helping advisors build lasting relationships, empower their clients, and achieve sustainable growth in their businesses.

For additional details on GTCR’s plans with FMG and insights into the empowerment of financial advisors, visit GTCR's official website and FMG Suite.