PR Newswire·Nov 10, 2026, 4:10 PM ET

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

CC Capital & Motive Partners have agreed to sell Wilshire, a global investment advisory firm, to Marsh (NYSE: MRSH).
The transaction reflects CC Capital's vision to accelerate growth & position the business for its next phase after investing since 2021.
Value creation efforts included modernizing technology & data infrastructure, advancing AI-enabled workflows, & investing in product development.
Strategic acquisitions of XTP, ParkLexington, & Lyxor expanded Wilshire's alternatives & institutional hedge fund managed accounts offerings.
Leadership was strengthened through the appointment of Executive Chairman Tom Sanzone & expanded C-suite talent recruitment.
Wilshire advises on approximately $1.6 trillion in assets & manages approximately $221 billion in assets as of June 30, 2026.
Wilshire combines a 50-year heritage with a modern, fully cloud-based, API-enabled platform featuring a unified data & analytics stack.
The deal is expected to close in the first quarter of 2027, subject to regulatory approvals & other customary closing conditions.