Motive Partners and CC Capital Reach Agreement to Sell Wilshire to Marsh
Business Wire•10/11/2026•16:10 ET
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Key Highlights
- ➤Marsh agrees to acquire Wilshire from Motive Partners and CC Capital
- ➤Wilshire advises on approximately $1.6 trillion of client assets
- ➤Wilshire manages approximately $221 billion in assets
- ➤Transaction expected to close in first quarter of 2027, pending approvals
Expert Statements
Rob Heyvaert, Founder and Managing Partner at Motive Partners
“Wilshire is a compelling example of Motive’s proven Investor-Operator-Innovator model in action and how we create value”
Scott Kauffman, Founding Partner and Head of Investments at Motive Partners
“In close partnership with Wilshire’s management team, we developed a respected investment advisory business into a modern, scalable data and analytics platform with real strategic scarcity value”
Jason Schwarz, Chief Executive Officer of Wilshire
“Over the past several years, we have materially strengthened Wilshire’s platform, expanded our capabilities and sharpened our focus on the needs of our clients”
Motive Partners and CC Capital Reach Agreement to Sell Wilshire to Marsh
Transaction reflects realization of Motive’s value creation transformation of Wilshire into a scaled, technology-enabled investment solutions, data and analytics platform
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