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

  • Motive Partners & CC Capital announced an agreement to sell Wilshire to Marsh (NYSE: MRSH).
  • The transaction reflects the realization of Motive's value creation transformation of Wilshire into a scaled, technology-enabled investment solutions, data & analytics platform.
  • Wilshire serves clients across wealth & retirement, alternatives, data & analytics, and OCIO & consulting.
  • Since 2021, Motive & CC Capital executed a strategic value creation plan including strengthening leadership, modernizing technology & data infrastructure, advancing AI-enabled workflows, & investing in product development.
  • The plan involved rearchitecting the go-to-market approach & reshaping the portfolio around high-growth businesses in priority markets.
  • Strategic acquisitions of XTP, ParkLexington, & Lyxor were completed to expand alternatives & institutional hedge fund managed accounts offerings.
  • Wilshire now pairs a 50-year heritage with a modern, fully cloud-based, API-enabled platform built around a unified data & analytics stack.
  • Wilshire advises on approximately $1.6 trillion of assets & manages approximately $221 billion in assets as of June 30, 2026.
  • The transaction is expected to close in the first quarter of 2027, subject to regulatory approvals & other customary closing conditions.