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Marsh to Acquire Wilshire

  • Marsh agreed to acquire Wilshire, a global investment consulting, solutions, and analytics firm.
  • The transaction is expected to close in the first quarter of 2027, subject to regulatory approvals, client consents, & customary conditions.
  • Financial terms of the deal were not disclosed.
  • The acquisition expands Marsh's investments business into the advisor-led wealth segment while adding analytics & alternative investment capabilities.
  • The deal strengthens Marsh's offerings to institutional investors across public & private retirement plans, endowments, & foundations.
  • Wilshire was founded in 1972 & serves institutional investors, wealth clients, & retirement markets.
  • As of June 30, 2026, Wilshire has $221 billion in assets under management & $1.6 trillion in assets under advisement.
  • Wilshire colleagues in the United States, Europe, & Asia will join Marsh upon transaction completion.
  • Marsh has annual revenue of $27 billion, operates in 130 countries, & employs more than 95,000 colleagues.