Marsh to Acquire Wilshire from CC Capital and Motive Partners
CC Capital and Motive Partners have reached an agreement to sell Wilshire, a global investment advisory and analytics firm, to Marsh (NYSE: MRSH). The sale follows a multi-year value creation program initiated by the private equity firms in 2021, which focused on modernizing technology infrastructure, integrating AI workflows, and expanding product offerings through strategic acquisitions. Wilshire enters this acquisition with a modernized cloud-based platform and significant scale, providing advisory services for approximately $1.6 trillion in client assets and managing roughly $221 billion in assets. The integration into Marsh's investment business is expected to leverage Wilshire's proprietary intellectual property and data analytics capabilities to enhance global service delivery.