Lancer Group places Patti Newcomer as CMO and Rob Patrick as CSO of FMGSuite
FMG Suite is a marketing and advertising company that provides content marketing system and solutions.
San Diego, CA – Lancer Group places Patti Newcomer as Chief Marketing Officer and Rob Patrick as Chief Sales Officer of FMG Suite, a SaaS company specializing in marketing software and services for financial advisors and insurance agents that is backed by Aurora Capital. FMG Suite brought in these seasoned SMB and enterprise software executives to expand the company’s market share and customer base.
Newcomer brings more than 30 years of executive leadership experience spanning product and marketing in the financial services and technology sectors to her new role as Chief Marketing Officer. She joins FMG Suite from Intuit, where she was responsible for all marketing functions for Professional Tax and Financial Services businesses during her seven-year tenure as Vice President of Marketing. Prior to that, Newcomer held executive roles in marketing at WorldPay US (now FIS), Wachovia (now Wells Fargo), and Capital One. Newcomer holds an MBA from the University of Cincinnati and a Bachelor’s in Chemical Engineering from Worcester Polytechnic Institute.
As Chief Marketing Officer, Newcomer will lead FMG Suite’s brand and product positioning and refine its go-to-market approach. Driven by analytics and a passion for identifying the most effective growth practices, Newcomer is a valuable addition to the leadership team, tasked with executing an ambitious multi-year plan featuring significant growth targets.
As Chief Sales Officer, Patrick brings more than 25 years of strategic sales leadership experience to FMG Suite. His career in disruptive enterprise software companies spans roles at Mitratech, LexisNexis, and Qwest (now CenturyLink). He most recently served as the SVP of Sales and Marketing at KPA, a company specializing in environmental safety and workplace compliance software for midsize businesses. Patrick holds an MBA from Drexel University and a Bachelor’s in Business from James Madison University.
Patrick will grow FMG Suite’s enterprise software business, identify new revenue opportunities, and pioneer new markets for the company. He will also oversee the strategy and performance of FMG Suite’s sales and business development teams.
About The Lancer Group:
The Lancer Group is a leading retained executive search firm that is trusted by private equity firms, their portfolio companies and public corporations to deliver high-impact senior leaders. The firm specializes in board-driven search mandates including CEOs, CFOs, C-suite executives and board directors as well as private equity investment professionals and operating partners. The Lancer Group has provided strategic counsel to clients across a range of industries and has particular expertise in software and tech-enabled business services. With relationships at over 50 of the top 100 private equity firms, The Lancer Group provides a range of pre-deal private equity advisory services beyond traditional executive search. These services include deal origination, diligence support and introductions to “backable” executives.
About FMG Suite:
FMG Suite powers an all-in-one marketing platform that helps financial advisors and insurance agents attract new leads, stay connected with clients, and grow their businesses. Rated first in market share and customer satisfaction in the 2019 and 2020 T3 Software Survey Report, FMG Suite helps its customers develop comprehensive marketing strategies and automate their most effective marketing tactics. FMG Suite is headquartered in San Diego, CA with satellite offices across the United States (website: www.fmgsuite.com).
About Aurora Capital:
Aurora Capital Partners is a Los Angeles-based private equity firm focused principally on investments in middle-market companies with leading market positions in the technology-enabled services, industrial services, distribution and engineered products sectors. Aurora’s investors include leading public and corporate pension funds, endowments, and foundations active in private equity investing (website: www.auroracap.com).
Firm Contacts
Scott Dunklee
(858) 551-1001 (Ext. 2860)
scott.dunklee@thelancergroup.com
Victoria Lakers
(858) 551-1001 (Ext. 2865)
victoria.lakers@thelancergroup.com
Haydon Knight
(858) 551-1001 Ext. 2871
haydon.knight@thelancergroup.com