CC Capital and Motive Partners Agree to Sell Wilshire to Marsh

Key Facts

CC Capital and Motive Partners announced an agreement to sell Wilshire, an investment advisory firm, to Marsh. PR Newswire reported that the definitive agreement follows a modernization period for Wilshire's technology and an expansion of its global investment solutions and analytics product suite.

The sale follows a strategic value creation program initiated in 2021, which included the acquisitions of XTP and Lyxor to bolster the firm's reach. As of June 30, 2026, Wilshire advised on more than $1.6 trillion in assets and managed $221 billion in assets.