Harris Williams Advises Aurora Capital Partners on its Pending Acquisition of FMG Suite

June 1, 2020

Harris Williams is advising Aurora Capital Partners (Aurora) on its pending acquisition of FMG Suite, a portfolio company of K1 Investment Management. Aurora’s acquisition of FMG Suite, a category leader in cloud-based marketing automation software for financial professionals, highlights the continued investor interest in both marketing automation and financial technology assets in today’s uncertain market.

Marketing automation solutions serving financial professionals are experiencing a significant increase in demand as professionals seek easy-to-use platforms with high-quality, unique and compliant solutions, such as FMG Suite. FMG Suite’s tools provide a central platform and database for all marketing information and interactions, helping financial professionals easily create and execute personalized, timely and compliant engagement experiences for existing customers and prospective clients.

The evolution of digital marketing continues to progress at a rapid pace while increased compliance requirements introduce sector-specific complexities regarding content and communications. Premier cloud-based marketing automation products are able to integrate with CRM software, social media management tools and account-based platforms, while utilizing artificial intelligence technology to provide relevant and timely content.

“There is a wide array of software solutions targeting specific marketing workstreams of financial professionals, and users often feel the need to implement multiple, disjointed systems to streamline their marketing strategies,” said Erik Szyndlar, a managing director at Harris Williams. “Because of this complexity, financial professionals increasingly look to all-in-one marketing automation platforms like FMG Suite for a consolidated and streamlined solution.”

“The accelerating demands for both marketing automation solutions and high quality, engaging content by financial professionals is fueling strong momentum in the sector,” added Szyndlar. “We believe this increased demand for comprehensive, industry-specific marketing automation technology, coupled with the continued overall growth in the fintech space, favorably positions market leading vendors of scale like FMG Suite.”

For more information on the Harris Williams Technology, Media & Telecom Group, please contact our professionals: Erik Szyndlar, Mike Wilkins, and Tyler Dewing