November 13, 2026
Willkie is advising Marsh (NYSE: MRSH), the leading professional services firm in risk, strategy, people, and investments, on its acquisition of Wilshire, a global investment consulting, solutions, and analytics firm that serves institutional investors and financial intermediaries.
On November 10, Marsh announced that it has agreed to acquire Wilshire, a firm that advises on over $1.6 trillion in assets and manages $221 billion in assets. The 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.
Marsh is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries.
The Willkie team is led by partners Danielle Scalzo, Laura Acker and Brittany Klinger and includes partners Benjamin Allensworth, Alexander Ryan and Geri Anne McEvoy and counsel Andrew Gordon.
