K1 has sold FMG Suite to Aurora Capital Partners

Headquartered in San Diego, California, FMG Suite is the category leader in cloud-based marketing automation software for financial professionals. The company employs more than 200 employees and serves over 40,000 financial professionals who use FMG Suite’s proprietary platform to create and deliver timely and effective communications to their clients and prospects across web, email, social media and other channels.

Taylor Beaupain, Managing Partner at K1, commented, “Lincoln’s deep software expertise and dedication to top-notch execution was instrumental in delivering an excellent outcome for all of our stakeholders during very uncertain times.”

Scott Twibell, Managing Director and Co-Head of Lincoln International’s TMT Group, commented, “We are excited to have worked with K1 and the FMG Suite team on a successful transaction. Exceptional software companies that are mission-critical like FMG Suite continue to garner strong interest, and we look forward to seeing FMG Suite further grow its leading market position under Aurora’s ownership.”

Lincoln International acted as the exclusive financial advisor for FMG Suite, working closely with its shareholders and management throughout the sale process. This included providing advisory expertise and managing the preparatory, marketing, negotiation and due diligence phases of the transaction. Terms of the transaction were not disclosed.

K1 FMGsuite Aurora Capital Partners 2020
  • 2020
    Close Year
  • Technology, Media & Telecom
    Industry
  • Financial | Domestic
    Transaction Type
  • USA
    Countries
Lincoln worked seamlessly with the management team throughout the process, and we greatly appreciate their level of senior attention and guidance in these unprecedented times.
Scott White
CEO of FMG Suite

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