CC Capital and Motive Partners Reach Agreement to Sell Wilshire to Marsh

Transaction reflects realization of CC Capital's vision to accelerate growth and position the business for its next phase

NEW YORK, Nov. 10, 2026 /PRNewswire/ -- CC Capital, a private investment firm focused on investing in and operating high-quality businesses for the long term, and Motive Partners ("Motive"), a private investment firm exclusively focused on financial technology and technology-enabled business services, today announced an agreement to sell Wilshire, a global investment advisory, solutions and analytics firm, to Marsh (NYSE: MRSH), a leading global professional services firm. 

Since investing in Wilshire in 2021, CC Capital and Motive have worked alongside management to bolster the business through a strategic value creation program, including:

• Modernizing technology and data infrastructure, including platform investments in cloud and API-enabled technology and cybersecurity;
• Advancing AI-enabled operating workflows;
• Investing in product development to translate Wilshire's proprietary intellectual property into new investment solutions;
• Rearchitecting the company's go-to-market approach to expand its sales pipeline, strengthen client coverage and improve sales execution;
• Reshaping the portfolio around high-growth businesses in priority markets positioned for continued expansion;
• Completing the strategic acquisitions of XTP, ParkLexington, and Lyxor, resulting in the expansion of alternatives and institutional hedge fund managed accounts offerings, and deepening connectivity with financial intermediaries and retirement providers; and
• Strengthening leadership through the appointment of key executives, including current Executive Chairman Tom Sanzone, as well as the expansion of talent recruitment and development across the C-suite.

"When we originally invested in Wilshire, we saw a clear opportunity to build on the firm's five decades of expertise and strong client relationships while positioning the business for its next phase of growth," said Chinh Chu, Founder and Senior Managing Director of CC Capital. "We are proud to have supported management and the company through investments in talent, technology and data, and believe this is a strong outcome for all of the company's stakeholders."

"In partnership with Wilshire, we executed a focused value creation strategy to accelerate organic revenue growth through product innovation, technology-enabled workflows and a stronger go-to-market approach, complemented by strategic acquisitions that expanded Wilshire's capabilities and reach," said Douglas Newton, Co-Founder and Senior Managing Director of CC Capital. "The management team's dedication and execution were instrumental in advancing that strategy. We especially thank Tom Sanzone, whose leadership has been central to driving innovation and reinforcing Wilshire's market-leading position."

"Over the past several years, we have materially strengthened Wilshire's platform, expanded our capabilities and sharpened our focus on the needs of our clients," said Jason Schwarz, Chief Executive Officer of Wilshire. "We are grateful for our partnership with CC Capital, and for the commitment of our employees, clients and Board. Joining Marsh's investment business will enable Wilshire to build on that progress and continue delivering independent insight, investment solutions and technology-enabled services to clients globally."

Wilshire now stands apart by pairing a 50-year heritage in investment consulting, indexing and fiduciary advice with a modern, fully cloud-based, API-enabled platform built around a unified data and analytics stack that spans investment solutions and alternatives. With data as its core asset, Wilshire boasts a differentiated investment solutions and analytics platform featuring capabilities that now include:

• Advisory services across approximately $1.6 trillion of client assets¹ and management of approximately $221 billion in assets²;
• Wealth and retirement solutions supporting thousands of defined-contribution plans; and
• A differentiated alternatives business, including hedge fund managed accounts and private markets solutions.

The transaction is expected to close in the first quarter of 2027, subject to regulatory approvals and other customary closing conditions.

About CC Capital
CC Capital Partners is a private investment firm based in New York, NY that was founded in late 2015 with a focus on investing in and operating high-quality businesses for the long term. The firm evaluates investments anticipating a hold-period well beyond that of a typical private equity firm and funds its investments through a variety of permanent capital sources. CC Capital frequently partners with highly seasoned executives, managers and owners seeking to create significant value post-acquisition. More information on CC Capital can be found at www.cc.capital.

About Wilshire
Wilshire is a global investment advisory, solutions and analytics firm and trusted partner to a diverse range of leading institutional investors and financial intermediaries. Wilshire advises on over $1.6 trillion in assets and manages $221 billion in assets as of June 30, 2026. Wilshire is headquartered in the United States with offices worldwide. More information on Wilshire can be found at www.wilshire.com.

Media Contacts:
Kate Thompson / Erik Carlson
Joele Frank, Wilkinson Brimmer Katcher
+1-212-355-4449
CC-Capital-JF@joelefrank.com

¹ This AUA is presented as of June 30, 2026, and was provided independently by Wilshire. It refers to the total amount of assets (inclusive of assets under management) attributable to all of Wilshire's advisory relationships, including various consulting and advisory relationships for which Wilshire provides investment advisory services without engaging, on either a discretionary or non-discretionary basis, in the direct management of a client's portfolio.

² The AUM is presented as of June 30, 2026, and was provided independently by Wilshire. This figure refers to the amount of assets attributable to securities portfolios for which Wilshire provides discretionary and non-discretionary asset management services and may be different from Regulatory Assets Under Management as presented in the firm's ADV.

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