Marsh to Acquire Wilshire
Key Highlights
- ➤Marsh agrees to acquire Wilshire; financial terms were not disclosed
- ➤Transaction expected to close in Q1 2027, pending approvals and client consents
- ➤Wilshire brings $221 billion in assets under management
- ➤Wilshire advises on $1.6 trillion in assets globally
- ➤Acquisition expands Marsh into advisor-led wealth, alternatives, and analytics
Expert Statements
John Doyle, President and CEO of Marsh
“The acquisition of Wilshire is an important step in growing Marsh’s investments business and strengthening our connection to the financial advisor ecosystem. By combining Wilshire’s capabilities with our global reach, open architecture, and expertise across public and private markets, we can help clients make better decisions and build resilient portfolios in an increasingly complex investment environment.”
Pat Tomlinson, President and CEO of Marsh People and Investments
“Over the past decade, we’ve built a comprehensive platform serving institutional investors and wealth clients with advice, products, and solutions. Wilshire will expand our scale and capabilities, particularly in alternatives, model portfolios, and data and analytics, strengthening our platform for wealth advisors and asset managers. We look forward to welcoming Wilshire’s talented and experienced colleagues to Marsh.”
Jason Schwarz, CEO of Wilshire
“Wilshire has spent more than five decades building innovative, institutional-quality investment capabilities and delivering them to clients across institutional, wealth, and retirement markets. Now is the time to join with Marsh, and through its global reach and resources, extend our platform, broaden our capabilities, and serve clients across the investment value chain.”
Marsh (NYSE: MRSH), the leading professional services firm in risk, strategy, people, and investments, today announced that it has agreed to acquire Wilshire, a global investment consulting, solutions, and analytics firm that serves institutional investors and financial intermediaries. The transaction is expected to close in the first quarter of 2027, subject to customary closing conditions, regulatory approvals, and client consents. Financial terms were not disclosed.
This acquisition expands the reach of Marsh’s investments business into the advisor-led wealth segment and adds analytics and alternative investment capabilities, while strengthening Marsh’s offering to institutional investors across public and private retirement plans, endowments, and foundations.
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