MRSH press release
RTPR•10/11/2026•16:10 ET
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Key Highlights
- ➤Marsh (MRSH) agrees to acquire Wilshire from CC Capital and Motive Partners
- ➤Wilshire advises on approximately $1.6 trillion of client assets
- ➤Wilshire manages approximately $221 billion in assets as of June 30, 2026
- ➤Transaction expected to close in first quarter 2027, pending approvals
Expert Statements
Chinh Chu, Founder and Senior Managing Director of CC Capital
“When we originally invested in Wilshire, we saw a clear opportunity to build on the firm's five decades of expertise and strong client relationships while positioning the business for its next phase of growth”
Douglas Newton, Co-Founder and Senior Managing Director of CC Capital
“In partnership with Wilshire, we executed a focused value creation strategy to accelerate organic revenue growth through product innovation, technology-enabled workflows and a stronger go-to-market approach, complemented by strategic acquisitions that expanded Wilshire's capabilities and reach.”
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.”
Jason Schwarz, Chief Executive Officer of Wilshire
“Joining Marsh's investment business will enable Wilshire to build on that progress and continue delivering independent insight, investment solutions and technology-enabled services to clients globally.”
CC Capital and Motive Partners Reach Agreement to Sell Wilshire to Marsh PR Newswire
Transaction reflects realization of CC Capital's vision to accelerate growth and position the business for its next phase
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