GTCR Acquires FMG Suite from Aurora Capital Partners

FMG Suite Acquires Twenty Over Ten

December 1, 2020

Cloud & SaaS

FMG Suite, a San Diego–based SaaS marketing platform for financial advisors and insurance agents, has acquired Twenty Over Ten, a State College, Pennsylvania–based SaaS digital marketing and website platform for financial professionals. The deal expands FMG Suite’s product capabilities and customer base while retaining Twenty Over Ten’s design, development, and marketing team to integrate best-of-breed lead-generation and marketing solutions for advisors.

GTCR Acquires AssetMark Financial Holdings, Inc.

September 5, 2024

Financial Services

GTCR completed a go‑private acquisition of AssetMark Financial Holdings, Inc., acquiring 100% of the company in a transaction valued at approximately $2.7 billion ($35.25 per share). The deal, which closed in September 2024, transitions AssetMark to private ownership under GTCR and establishes Lou Maiuri as Chairman and Group CEO as GTCR and management pursue technology, product and inorganic growth initiatives to expand the firm's wealth management platform.

FMG Acquires Vestorly to Boost AI-driven Marketing Capabilities

July 27, 2022

Software

FMG, a San Diego-based SaaS marketing platform for financial advisors and insurance agents, has acquired Vestorly, an AI-driven content curation company headquartered in New York. The acquisition expands FMG’s artificial intelligence capabilities and brings Vestorly’s content management engine and client base into FMG’s all-in-one marketing platform to improve personalization and engagement for financial professionals.

reAlpha Tech Corp. Acquires GTG Financial, Inc.

February 24, 2025

Financial Services

reAlpha Tech Corp. (Nasdaq: AIRE) acquired GTG Financial, Inc., a mortgage brokerage founded by Glenn Groves, to expand its mortgage operations and geographic footprint. The deal will integrate GTG Financial into reAlpha's AI-powered homebuying platform (powered by subsidiary Be My Neighbor) to bolster loan processing capacity and provide more seamless mortgage lending and refinancing services.

Agency Revolution (an FMG Suite Company) Acquires Forge3

August 15, 2022

Marketing & Advertising

Agency Revolution, an FMG Suite company, has acquired Forge3, the maker of the ActiveAgency website platform for independent insurance agencies. The deal brings Forge3’s website and sales tools into the Agency Revolution/Fuse marketing automation ecosystem; Forge3’s team will remain in place as the product is integrated.

GTCR Acquires Global Claims Services

August 26, 2021

Insurance

Chicago-based private equity firm GTCR has closed its acquisition of Global Claims Services (GCS), a Jacksonville, Florida–headquartered InsurTech that provides mobile-first building component evaluation and claims decision-support tools to P&C carriers. GTCR will partner with GCS management and commit incremental equity to support organic growth and M&A activity as it scales GCS’s technology-enabled, data-driven solutions.