The Daily Buyout
UndisclosedStrategic acquisitionFinancial Services

Marsh agrees to buy investment consultant Wilshire from CC Capital and Motive

Marsh (NYSE: MRSH) has agreed to acquire Wilshire, a global investment consulting, solutions and analytics firm serving institutional investors and financial intermediaries. Sellers CC Capital and Motive Partners have owned Wilshire since 2021. Financial terms were not disclosed, and the deal is expected to close in the first quarter of 2027, subject to regulatory approvals and client consents.

Why it matters: The deal deepens Marsh's investments business with a five-decade-old advisory and analytics brand, and gives CC Capital and Motive an exit after a build-out that included add-on acquisitions.

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