Marsh has agreed to acquire Wilshire, the US investment consulting, outsourced chief investment officer and index firm, from private equity owners CC Capital and Motive Partners, the sellers said on 10 November 2026. Financial terms were not disclosed.
Why Marsh is buying Wilshire
Marsh said the purchase extends its investments business into adviser-led wealth management and strengthens its offering to institutional clients such as retirement plans, endowments and foundations. Wilshire manages about US$221bn and advises on about US$1.6tn of client assets.
Deal terms and financing
No price was published. CC Capital and Motive Partners bought Wilshire in 2021 and during their ownership added XTP, ParkLexington and Lyxor's managed-account business. Wilshire's offices in the US, Europe and Asia will join Marsh at completion.
Regulatory approvals and timing
Completion is expected in the first quarter of 2027, subject to regulatory approvals and customary conditions, including client consents.
Market context
Wilshire's institutional clients include large US public pension funds such as CalPERS, according to industry press, and the deal adds a sizeable outsourced-CIO business to Marsh's investments arm.
