Key Takeaways
- • Motive Partners and CC Capital have agreed to sell Wilshire, a global investment advisory, solutions, data and analytics firm, to Marsh (NYSE: MRSH), a leading global professional services firm, according to a Business Wire announcement.
- • Wilshire advises on approximately $1.6 trillion of client assets and manages approximately $221 billion in assets, with the latter figure as of June 30, 2026.
- • Motive and CC Capital acquired Wilshire in 2021 and pursued a value creation plan that included new CEO leadership, cloud and API technology upgrades, AI-enabled workflows, and the acquisitions of XTP, ParkLexington, and Lyxor.
- • The transaction is expected to close in the first quarter of 2027, subject to regulatory approvals and customary closing conditions.
Summary
Motive Partners, a private investment firm focused on financial technology and technology-enabled business services, and CC Capital, a private investment firm focused on long-term investing in and operation of high-quality businesses, announced an agreement to sell Wilshire to Marsh (NYSE: MRSH). The companies described the transaction as the realization of Motive's value creation program for Wilshire, which they describe as now a scaled, technology-enabled investment solutions, data and analytics platform.
Wilshire serves clients across wealth and retirement, alternatives, data and analytics, and outsourced chief investment officer (OCIO) and consulting services. According to the release, Wilshire advises on approximately $1.6 trillion of client assets and manages approximately $221 billion in assets. Its alternatives business includes hedge fund managed accounts and private markets solutions, and its wealth and retirement offering supports thousands of defined-contribution plans.
Since investing in 2021, Motive and CC Capital worked with Wilshire's management to execute a strategic value creation plan using Motive's Investor-Operator-Innovator model and Create, Motive's innovation arm. Initiatives included strengthening leadership, with a Motive executive first installed as CEO and later as Executive Chairman; modernizing technology and data infrastructure, including cloud, API-enabled technology and cybersecurity; advancing AI-enabled operating workflows; developing products around Wilshire's proprietary intellectual property; and reworking the go-to-market approach. The firm also reshaped its portfolio toward high-growth businesses and completed the acquisitions of XTP, ParkLexington and Lyxor, expanding its alternatives and institutional hedge fund managed accounts offerings.
Rob Heyvaert, Founder and Managing Partner at Motive Partners, said the plan "built on a five-decade legacy of investment integrity" to position Wilshire around growth markets in wealth and retirement, alternatives, and data and analytics. Scott Kauffman, Founding Partner and Head of Investments at Motive, described the business as having "real strategic scarcity value." Jason Schwarz, CEO of Wilshire, said 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.
The transaction is expected to close in the first quarter of 2027, subject to regulatory approvals and other customary closing conditions.
Wilshire serves clients across wealth and retirement, alternatives, data and analytics, and outsourced chief investment officer (OCIO) and consulting services. According to the release, Wilshire advises on approximately $1.6 trillion of client assets and manages approximately $221 billion in assets. Its alternatives business includes hedge fund managed accounts and private markets solutions, and its wealth and retirement offering supports thousands of defined-contribution plans.
Since investing in 2021, Motive and CC Capital worked with Wilshire's management to execute a strategic value creation plan using Motive's Investor-Operator-Innovator model and Create, Motive's innovation arm. Initiatives included strengthening leadership, with a Motive executive first installed as CEO and later as Executive Chairman; modernizing technology and data infrastructure, including cloud, API-enabled technology and cybersecurity; advancing AI-enabled operating workflows; developing products around Wilshire's proprietary intellectual property; and reworking the go-to-market approach. The firm also reshaped its portfolio toward high-growth businesses and completed the acquisitions of XTP, ParkLexington and Lyxor, expanding its alternatives and institutional hedge fund managed accounts offerings.
Rob Heyvaert, Founder and Managing Partner at Motive Partners, said the plan "built on a five-decade legacy of investment integrity" to position Wilshire around growth markets in wealth and retirement, alternatives, and data and analytics. Scott Kauffman, Founding Partner and Head of Investments at Motive, described the business as having "real strategic scarcity value." Jason Schwarz, CEO of Wilshire, said 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.
The transaction is expected to close in the first quarter of 2027, subject to regulatory approvals and other customary closing conditions.
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