Simpson Thacher is representing GTCR in connection with its acquisition of FMG Suite, one of the largest providers of advisor-led marketing automation software used by financial advisors and insurance professionals, from Aurora Capital Partners.
FMG provides marketing automation solutions to wealth advisory and insurance professionals, helping advisors and agents drive organic growth through omnichannel marketing solutions that maximize efficiency and ensure compliance. FMG’s purpose-built platform, robust content library and integrated compliance workflows create a mission critical "one stop shop" for advisors seeking enhanced client engagement. FMG currently serves over 50,000 financial professionals and, through its Agency Revolution brand, over 3,500 property and casualty insurance agencies.
GTCR is focused on investing in transformative growth in companies in the business & consumer services, financial services & technology, healthcare and technology, media & telecommunications sectors. Since its inception, GTCR has invested more than $30 billion in over 290 companies, and the firm currently manages approximately $50 billion in equity capital.
The Simpson Thacher team includes Katherine Krause, Elizabeth Cooper, Iliana Karaoglan, Carina Brown and Xinyi Mao (M&A); Russell Light and Andrew Wasilick (Tax); Adam Moss, Brian Gluck, Gordon Lee and James Wheeler (Credit); Gregory Grogan, Linda Barrett and Daniella Villatoro (Executive Compensation and Employee Benefits); Lori Lesser, James Talbot, Alex Kokka and Sara Liu (Intellectual Property); Steven DeLott (Insurance); Peter Guryan and Daniel Owsley (Antitrust); Andrew Kofsky (Labor); and Abram Ellis, Anais Bourbon and Olenka Burghardt (Regulatory).