Motive Partners, CC Capital agree to sell Wilshire to Marsh
MRSH•Motive Partners and CC Capital agreed to sell Wilshire to Marsh, with the deal expected to close in the first quarter of 2027. Wilshire advises on approximately $1.6 trillion in client assets and manages approximately $221 billion.
1. Sale agreement
Motive Partners and CC Capital agreed to sell Wilshire, an investment advisory, solutions, data and analytics firm, to Marsh. The transaction is expected to close in the first quarter of 2027, bringing Wilshire into Marsh's investment business.
2. Wilshire's scale
Wilshire advises on approximately $1.6 trillion in client assets and manages approximately $221 billion. Motive and CC Capital invested in Wilshire in 2021, expanding its technology platform and investment capabilities.
