Marsh has agreed to acquire Wilshire, a global investment consulting, solutions, and analytics firm that serves institutional investors and financial intermediaries.
The transaction is expected to close in the first quarter of 2027, subject to customary closing conditions, regulatory approvals, and client consents. Financial terms were not disclosed.
This acquisition expands the reach of Marsh’s investments business into the advisor-led wealth segment and adds analytics and alternative investment capabilities, while strengthening Marsh’s offering to institutional investors across public and private retirement plans, endowments, and foundations.
“The acquisition of Wilshire is an important step in growing Marsh’s investments business and strengthening our connection to the financial advisor ecosystem. By combining Wilshire’s capabilities with our global reach, open architecture, and expertise across public and private markets, we can help clients make better decisions and build resilient portfolios in an increasingly complex investment environment,” said John Doyle, president and CEO of Marsh.
