Mills Stacy sold $243K of MRSH

Marsh (NYSE: MRSH) agreed to acquire Wilshire, a firm managing $221B in assets and advising on $1.6T, to expand its wealth advisor reach. Wilshire's capabilities in alternatives, model portfolios, and data analytics will bolster Marsh's offerings. The deal is expected to close in Q1 2027, with terms undisclosed.

Marsh (NYSE: MRSH) agreed to acquire Wilshire, adding $221bn in AUM and expanding into wealth management. The deal, expected to close in Q1 2027, strengthens Marsh's offerings for institutional and wealth clients. Wilshire advises on over $1.6tn in assets. Marsh recently acquired AltamarCAM and launched Marsh BrightPath, signaling expansion in private markets and retirement.

Marsh & McLennan (MRSH) agreed to acquire Wilshire, an investment advisory firm, from CC Capital and Motive Partners. The deal is expected to close in Q1 2027. Wilshire manages $221B in assets and advises on $1.6T. Financial terms were not disclosed. MRSH shares closed 1.26% higher at $206.94.

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Marsh (MRSH) agreed to acquire Wilshire, an investment consulting firm. The deal aims to expand Marsh's wealth advisory business and enhance alternative investment and analytics capabilities. Financial terms were not disclosed.

CC Capital and Motive Partners agreed to sell Wilshire, a global investment advisory firm, to Marsh (NYSE: MRSH). Since 2021, the firms invested in Wilshire's technology, acquisitions, and leadership. Wilshire advises on $1.6 trillion in assets and manages $221 billion. The deal is expected to close in Q1 2027, pending approvals.