GTCR Acquires FMG Suite, Adds Mark Casady as Executive Chairman.

GTCR has acquired FMG Suite, a provider of marketing automation software for financial advisors and insurance agents. Mark Casady, former CEO of LPL Financial, will join FMG as Executive Chairman as part of GTCR's Leaders Strategy investment approach. Casady will work with FMG President and CEO Scott White to drive strategy and growth initiatives, including developing AI-enabled products and deepening relationships with enterprise-scale firms.

GTCR, a leading private equity firm, has completed the acquisition of FMG Suite, a prominent provider of marketing automation software for financial advisors and insurance agents. As part of the transaction, Mark Casady, the former CEO of LPL Financial, has joined FMG as Executive Chairman. This strategic move aligns with GTCR's Leaders Strategy™ investment approach, which focuses on partnering with experienced management leaders to drive growth in core domains.

Mark Casady brings over four decades of experience in financial services, wealth management, and financial technology. His appointment at FMG marks a significant addition to the company's leadership team, as he will work closely with FMG President and CEO Scott White to drive strategy and growth initiatives. These initiatives include developing AI-enabled products, deepening relationships with enterprise-scale wealth management firms and insurance agencies, and exploring organic and inorganic growth opportunities.

Founded in 2011, FMG Suite offers a purpose-built platform that provides marketing automation solutions to wealth advisory and insurance professionals. The company's robust content library and integrated compliance workflows create a mission-critical "one stop shop" for advisors, facilitating client engagement and prospecting. FMG serves over 50,000 financial advisors and over 3,500 insurance professionals, spanning large blue-chip wealth advisory firms and smaller boutique providers.

Casady's appointment comes on the heels of GTCR's acquisition of FMG, which was announced on September 10, 2025. The acquisition was part of GTCR's ongoing strategy to invest in transformative growth in the Financial Services & Technology sector. The firm is focused on identifying and acquiring market-leading companies through organic growth and strategic acquisitions.

"GTCR is excited to partner with FMG and Mark Casady," said Michael Hollander, Managing Director at GTCR. "Mark's deep understanding of the financial advisor community, coupled with his strategic guidance, will be instrumental in driving FMG's growth and innovation."

Casady expressed his enthusiasm for the new role, stating, "I'm thrilled to join FMG as Executive Chairman during such a pivotal time for innovation in wealth management. Throughout my career, I've been focused on helping financial advisors deliver smarter, more efficient ways to serve their clients and build lasting financial freedom. This includes witnessing the transformative impact of AI in financial services, which I believe will be key to future growth."

FMG President and CEO Scott White echoed this sentiment, "We're excited to be partnering with GTCR and Mark, whose experience building advisor-focused technology and services makes him an ideal fit for FMG. Together, we share the belief that advisors need intuitive, easy-to-use tools to stand out, win new clients, and deepen existing relationships. With GTCR's support and Mark's leadership, we'll continue to evolve our platform, expand into new markets, and deliver AI-enabled solutions that drive organic growth."

This strategic acquisition and appointment signal GTCR's commitment to leveraging its investment approach to drive growth and innovation in the financial services sector. As the industry continues to evolve, FMG Suite, with the backing of GTCR and the leadership of Mark Casady, is well-positioned to capitalize on emerging opportunities.