We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
Marsh Bets on Wilshire to Expand Wealth and Investment Business
Read MoreHide Full Article
Key Takeaways
Marsh is acquiring Wilshire to expand its wealth business and strengthen institutional investment offerings.
Wilshire advises on $1.6 trillion in client assets and manages $221 billion, adding investment capabilities.
The deal could diversify Marsh's fee-based revenues and create cross-selling opportunities.
Marsh & McLennan Companies, Inc. (MRSH - Free Report) has agreed to acquire Wilshire, a global investment advisory, solutions and analytics firm, from Motive Partners and CC Capital. The deal will expand the company's investments business into advisor-led wealth and strengthen its offerings to institutional investors, including public and private retirement plans, endowments and foundations. The transaction is expected to be closed in the first quarter of 2027, subject to regulatory approvals, client consents and customary closing conditions.
Wilshire brings more than five decades of investment expertise, with capabilities spanning alternatives, model portfolios, indexes, data and analytics. As of June 30, 2026, the company advised on $1.6 trillion in client assets and managed $221 billion in assets. Its wealth and retirement solutions support thousands of defined-contribution plans, while its alternatives business includes hedge fund managed accounts and private-market solutions.
The deal will strengthen the company's position in the advisor-led wealth market and broaden its institutional client offerings. Wilshire's capabilities complement MRSH's global reach, open-architecture approach and expertise across public and private markets. Its specialized investment offerings could also create cross-selling opportunities through the company's existing client relationships and distribution network.
The acquisition could diversify MRSH's fee-based revenues through investment advisory, portfolio management and analytics services while expanding its client base across wealth, retirement and institutional markets. However, the financial contribution will depend on client retention, asset growth and successful integration of Wilshire's operations. Overall, the deal could strengthen MRSH's competitive position and provide another source of long-term growth.
How Are MRSH's Peers Placed?
Marsh's peers, such as Willis Towers Watson Public Limited Company (WTW - Free Report) and T. Rowe Price Group, Inc. (TROW - Free Report) , are also expanding their wealth and investment offerings to capitalize on evolving client demand.
WTW expanded its wealth business with the launch of Via Retirement in October 2026. The platform combines personalized investment advice, access to model portfolios, retirement scenario modeling and an annuity marketplace, strengthening WTW's capabilities in retirement income solutions.
TROW is expanding its wealth distribution capabilities through the addition of more than 50 client-facing roles across advisor sales, alternatives, ETFs and model portfolio specialist teams. TROW is also enhancing its customized portfolio solutions and alternative investment offerings to strengthen advisor relationships and address growing demand for personalized wealth management services.
MRSH’s Price Performance, Valuation and Estimates
Shares of Marsh have gained 11.5% year to date, outperforming the broader industry’s 7.3% decline.
Image Source: Zacks Investment Research
From a valuation standpoint, Marsh trades at a forward price-to-earnings ratio of 18.13X, up from the industry average of 15.48X. MRSH currently carries a Value Score of C.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for 2026 earnings implies a 7.6% rise year over year, followed by 9% growth next year.
View the Zacks #1 Rank List
Image: Bigstock
Marsh Bets on Wilshire to Expand Wealth and Investment Business
Key Takeaways
Marsh & McLennan Companies, Inc. (MRSH - Free Report) has agreed to acquire Wilshire, a global investment advisory, solutions and analytics firm, from Motive Partners and CC Capital. The deal will expand the company's investments business into advisor-led wealth and strengthen its offerings to institutional investors, including public and private retirement plans, endowments and foundations. The transaction is expected to be closed in the first quarter of 2027, subject to regulatory approvals, client consents and customary closing conditions.
Wilshire brings more than five decades of investment expertise, with capabilities spanning alternatives, model portfolios, indexes, data and analytics. As of June 30, 2026, the company advised on $1.6 trillion in client assets and managed $221 billion in assets. Its wealth and retirement solutions support thousands of defined-contribution plans, while its alternatives business includes hedge fund managed accounts and private-market solutions.
The deal will strengthen the company's position in the advisor-led wealth market and broaden its institutional client offerings. Wilshire's capabilities complement MRSH's global reach, open-architecture approach and expertise across public and private markets. Its specialized investment offerings could also create cross-selling opportunities through the company's existing client relationships and distribution network.
The acquisition could diversify MRSH's fee-based revenues through investment advisory, portfolio management and analytics services while expanding its client base across wealth, retirement and institutional markets. However, the financial contribution will depend on client retention, asset growth and successful integration of Wilshire's operations. Overall, the deal could strengthen MRSH's competitive position and provide another source of long-term growth.
How Are MRSH's Peers Placed?
Marsh's peers, such as Willis Towers Watson Public Limited Company (WTW - Free Report) and T. Rowe Price Group, Inc. (TROW - Free Report) , are also expanding their wealth and investment offerings to capitalize on evolving client demand.
WTW expanded its wealth business with the launch of Via Retirement in October 2026. The platform combines personalized investment advice, access to model portfolios, retirement scenario modeling and an annuity marketplace, strengthening WTW's capabilities in retirement income solutions.
TROW is expanding its wealth distribution capabilities through the addition of more than 50 client-facing roles across advisor sales, alternatives, ETFs and model portfolio specialist teams. TROW is also enhancing its customized portfolio solutions and alternative investment offerings to strengthen advisor relationships and address growing demand for personalized wealth management services.
MRSH’s Price Performance, Valuation and Estimates
Shares of Marsh have gained 11.5% year to date, outperforming the broader industry’s 7.3% decline.
Image Source: Zacks Investment Research
From a valuation standpoint, Marsh trades at a forward price-to-earnings ratio of 18.13X, up from the industry average of 15.48X. MRSH currently carries a Value Score of C.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for 2026 earnings implies a 7.6% rise year over year, followed by 9% growth next year.
Image Source: Zacks Investment Research
The stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.