Marsh /
Wilshire
Marsh to buy Wilshire from Motive Partners and CC Capital
- Terms
- Undisclosed
- Stage
- Agreement signed
- Seller
- Motive Partners
What happened
Motive Partners and CC Capital have agreed to sell Wilshire to Marsh. The two firms first backed Wilshire in 2021 and, during their ownership, added XTP, ParkLexington and Lyxor to the business. Terms weren't disclosed.
Wilshire works with institutional investors and financial intermediaries, with roughly $1.6 trillion of client assets under advice and about $221 billion managed as of June 30, 2026. The parties expect the deal to close in the first quarter of 2027, pending regulatory approvals.
The source
Timeline
Dates marked ahead haven’t happened yet.
Also stated
Published by the source
Expected close
Deal Web
Every firm and person on this deal, and how they connect. Open any name to see their other deals.
Agreement signed · Marsh / Wilshire deal (Agreement signed, published 10 Nov 2026).
Published 10 Nov 2026- Also stated
- Published by the source
- Expected close
Deal Web as a list
- Wilshire (Target) target this deal. Wilshire: 1 deal on Carrywatch.
- Motive Partners (Seller) selling this deal. Motive Partners: 1 deal on Carrywatch.
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