GTCR Strategic Investment in Winged Keel Group

Winged Keel Group Acquires BryanMark Group

June 9, 2025

Insurance

Winged Keel Group, a life insurance brokerage backed by a recent strategic investment from GTCR, has acquired BryanMark Group, a St. Louis-based provider of life insurance solutions for affluent and ultra-affluent clients. The deal expands Winged Keel’s Midwest presence and brings BryanMark founder Jason Hackmann and his team into Winged Keel’s St. Louis office to deepen the firm’s advisory capabilities for high-net-worth clients.

Winged Keel Group Acquires Knight Planning Corporation

January 12, 2021

Financial Services

Winged Keel Group has acquired Knight Planning Corporation and launched a Houston office led by Brady C. Knight. The move expands Winged Keel’s footprint in Texas and brings Knight Planning’s team and expertise in life insurance and wealth-transfer strategies into the firm’s platform.

Winged Keel Group Acquires MBW Group

July 7, 2025

Wealth Management

Winged Keel Group has acquired Minneapolis-based MBW Group and opened a new Minneapolis office led by former MBW principals Jeffery W. Bird and David A. Wischmeier. The deal expands Winged Keel's national high-end life insurance platform and strengthens its capabilities serving ultra-high-net-worth families and business owners in the Midwest.

Winged Keel Group Acquires The Madison Group, Expands into Denver

June 1, 2023

Insurance

Winged Keel Group acquired The Madison Group and opened a new Denver office led by Principal Mark J. Richards. The transaction brings The Madison Group's life insurance brokerage expertise and an eight-person team into Winged Keel's platform to support ultra-high-net-worth clients, family offices, and privately held businesses in the Denver market.

GTCR Invests $1.33 Billion in Tricentis

November 26, 2024

Software

GTCR has signed a definitive agreement to invest $1.33 billion in Tricentis, valuing the enterprise at $4.5 billion. Insight Partners will continue as a significant investor and will work with GTCR with equal board representation as Tricentis uses the capital to fuel growth, product innovation, and global expansion.

GTCR Acquires Fiduciary Trust Company to Expand Wealth Management Platform

November 20, 2025

Financial Services

GTCR has reached a definitive agreement to acquire Fiduciary Company Incorporated (Fiduciary Trust Company and its operating subsidiaries) to introduce institutional capital into the 140-year-old wealth management firm. GTCR will partner with CEO Austin Shapard and management to accelerate growth, broaden service offerings, expand the investment platform, and integrate technology as the deal is expected to close in the first quarter of 2026.