Marsh to acquire Wilshire from CC Capital and Motive Partners

Marsh has agreed to acquire Wilshire from its owners, CC Capital and Motive Partners. Financial terms were not disclosed. The deal is expected to close in the first quarter of 2027, subject to regulatory approvals, client consents and customary closing conditions.

Founded in 1972 as an index and risk analytics provider, Wilshire has become a diversified investment organization serving institutions, financial intermediaries and retirement markets. Its operations span multi-asset investment solutions, alternatives, indexes, proprietary analytics and technology, and it manages $221 billion in assets under management.

Marsh CEO John Doyle said the acquisition is an important step in growing Marsh's investments business and strengthening its connection to the financial advisor ecosystem. The deal follows Marsh's completion of its AltamarCAM purchase on November 4. Wilshire employees across the United States, Europe and Asia are expected to join Marsh at closing.