Wilshire investment firm sold to Marsh after growth and tech upgrades by CC Capital and Motive Partners

CC Capital and Motive Partners have agreed to sell Wilshire, a global investment advisory firm, to Marsh, a leading professional services company. Since acquiring Wilshire in 2021, the investors modernized its technology, enhanced AI workflows, expanded product offerings, and completed strategic acquisitions to boost growth. Wilshire now manages $221 billion in assets and advises on $1.6 trillion, with a cloud-based platform and strong alternatives business. The deal is expected to close in early 2027, pending regulatory approval.

Marsh & McLennan Companies, Inc. (MRSH) holds a market cap of $97.18 billion and offers a dividend yield of 1.94% on Pluang. The stock price is currently USD 206.98, up 1.28% as of Nov 11, 2026, 04:21 WIB. This acquisition of Wilshire aligns with Marsh's strategy to expand its advisory and technology capabilities, potentially impacting its market presence and investor interest.