Aurora Capital Partners Acquires FMG Suite from K1 Investment Management

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.

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.

AK Jensen Group Acquires FMG Malta Ltd.

February 24, 2021

Financial Services

AK Jensen Group (AKJ) announced the acquisition of FMG Malta Ltd., a full-scope Alternative Investment Fund Manager (AIFM) serving traditional and crypto hedge funds. The deal gives AKJ a supplemental regulatory structure, a Brexit pathway, distribution capabilities and an established client base while enabling FMG members to access AKJ's turnkey hedge fund 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.

Aurora Capital Partners Acquires First Legal

July 2, 2024

Legal Services

Aurora Capital Partners, a Los Angeles-based middle-market private equity firm, has acquired First Legal, the largest independent provider of outsourced litigation support services in the United States. The deal, terms not disclosed, positions Aurora to support First Legal's growth and product capability expansion across court filing, eFiling, service of process, court reporting, eDiscovery, record retrieval and trial support services nationwide.

Luminate Capital Partners Makes Growth Investment in FMX

July 21, 2025

Cloud & SaaS

Luminate Capital Partners has made a strategic growth investment in Facilities Management Express (FMX), joining existing investor Five Elms Capital, which will retain a significant stake. The capital will be used to accelerate FMX’s product roadmap — including AI-based innovations — to expand its cloud-based facilities and asset management platform serving schools, municipalities and other commercial facilities.