7/102 sources · 2 publishersUpdated Nov 10, 21:27 UTC
Marsh agrees to acquire Wilshire from CC Capital and Motive Partners
Marsh agreed with CC Capital and Motive Partners to acquire Wilshire, an investment advisory and analytics business. Wilshire advises on approximately $1.6 trillion of client assets and manages approximately $221 billion. The parties are targeting completion in Q1 2027, subject to regulatory clearance and customary closing requirements.
Why it matters
The acquisition would add Wilshire's advisory, wealth, retirement and alternatives capabilities to Marsh's investment business. Completion remains dependent on regulatory approval and other closing conditions, and the purchase price was not disclosed.
Key facts
- 1CC Capital and Motive Partners agreed to sell Wilshire to Marsh. prnewswire.com
- 2Wilshire advises on approximately $1.6 trillion of client assets and manages approximately $221 billion. prnewswire.com
- 3The deal is expected to close in Q1 2027, subject to regulatory approvals and other customary closing conditions. prnewswire.com
- 4Financial terms were not disclosed. seekingalpha.com
Summary written by AlphAI AI Desk from 2 of 2 sources. Not investment advice. Figures are as stated by the linked sources.