M&A Deal Summary

FMG Suite Acquires Vestorly

On July 27, 2022, FMG Suite acquired information technology company Vestorly

Acquisition Highlights
  • This is FMG Suite’s 1st transaction in the Information Technology sector.
  • This is FMG Suite’s 3rd transaction in the United States.
  • This is FMG Suite’s 1st transaction in New York.

M&A Deal Summary

Date 2022-07-27
Target Vestorly
Sector Information Technology
Buyer(s) FMG Suite
Deal Type Add-on Acquisition

Target

Vestorly

New York, New York, United States
Vestorly is a company specializing in AI-driven content curation for wealth management firms. Vestorly was founded in 2012 and is based in New York.

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Buyer(S) 1

Buyer

FMG Suite

San Diego, California, United States

Category Company
Founded 2011
Sector Internet Software and Services
DESCRIPTION

FMG Suite is a SaaS provider of cloud-based marketing software and services for financial services professionals and insurance agencies. FMG delivers the leading advisor marketing platform backed by an award-winning, FINRA-reviewed, and compliance-ready content library. FMG Suite was founded in 2011 and is based in San Diego, California.


DEAL STATS #
Overall 3 of 3
Sector: Information Technology M&A 1 of 1
Type: Add-on Acquisition M&A Deals 3 of 3
State: New York M&A 1 of 1
Country: United States M&A 3 of 3
Year: 2022 M&A 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2020-12-01 Twenty Over Ten

State College, Pennsylvania, United States

Twenty Over Ten is a SaaS company, that helps professionals in regulated industries redefine their marketing efforts. Twenty Over Ten offers a family of agile marketing products, Lead Pilot, Website Engine and Providence, all which give companies the marketing tools they need to scale. Twenty Over Ten was founded in 2016 and is based in State College, Pennsylvania.

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