FMG Acquires Vestorly to Boost AI-driven Marketing Capabilities

GTCR Acquires FMG Suite from Aurora Capital Partners

September 10, 2025

Cloud & SaaS

GTCR has completed the acquisition of FMG Suite (FMG), a leading marketing automation and SaaS platform for financial advisors and insurance agents, from Aurora Capital Partners. As part of the transaction, former LPL Financial CEO Mark Casady joins FMG as Executive Chairman; GTCR plans to support product innovation (including AI-enabled capabilities), deepen enterprise relationships, and pursue organic and inorganic growth.

Aurora Capital Partners Acquires FMG Suite from K1 Investment Management

May 21, 2020

Cloud & SaaS

Aurora Capital Partners has acquired FMG Suite, a San Diego‑based cloud marketing automation platform for financial advisors and insurance agents, from K1 Investment Management. K1, the company’s first institutional investor since 2016, scaled FMG Suite through organic growth and five add‑on acquisitions; Aurora plans to continue a buy‑and‑build strategy to accelerate growth.

MyHome (Williston Financial Group) Acquires Lender Marketing Automation Provider Volly

December 21, 2023

Marketing & Advertising

MyHome, the marketing and technology subsidiary of Williston Financial Group (WFG), has acquired Volly, a provider of marketing automation and creative services for banks, credit unions, and mortgage lenders. The deal expands MyHome's lead generation, conversion, and retention capabilities for mortgage and real estate lenders and brings Volly's services into WFG Enterprise Solutions.

Neiman Marcus Group Acquires Stylyze

June 15, 2021

Cloud & SaaS

Neiman Marcus Group announced its intent to acquire Stylyze, Inc., a Seattle-based, women-founded machine-learning SaaS platform that provides product attribution data and curated content to enhance personalized shopping experiences. The acquisition is intended to accelerate NMG’s digital capabilities as part of a broader investment program and was expected to close in the first quarter of fiscal 2022, subject to customary conditions.

American Financial Group Acquires Verikai

January 18, 2022

AI & Machine Learning

American Financial Group (AFG) acquired Verikai, an AI/machine learning insurtech based in San Francisco, effective December 2021 for approximately $120 million in cash. Verikai will continue to operate as a stand-alone company led by CEO Jeff Chen and its predictive-risk tools will be used across AFG’s businesses, including Great American Insurance Group.

Sojern Acquires VenueLytics

July 11, 2023

Cloud & SaaS

Sojern, a San Francisco–based travel marketing platform, acquired VenueLytics, an AI-driven guest experience and digital concierge platform for hotels, resorts and casinos. The acquisition integrates VenueLytics’ AI concierge, guest feedback and multichannel guest marketing capabilities into Sojern’s Travel Marketing Platform to expand Sojern’s end-to-end hospitality offering and deepen its hotel-focused capabilities.