Wilshire Associates - Ownership and Business Overview

Financial ServicesCompany

Wilshire Associates Ownership

Who owns Wilshire Associates?

Wilshire Associates is owned by CC Capital and Motive Partners. It was acquired on October 2, 2020.

Is Wilshire Associates PE-backed?

Yes. Wilshire Associates is owned by private equity investors CC Capital and Motive Partners.

Wilshire Associates Business Overview

Where is Wilshire Associates headquartered?

Wilshire Associates is headquartered in Santa Monica, California.

What sector is Wilshire Associates in?

Wilshire Associates is a financial services company.

When was Wilshire Associates founded?

Wilshire Associates was founded in 1972.

Financial Services M&A Summary in 2020

Out of 60 sectors in the Mergr database, financial services ranked 11 in number of deals in 2020. The largest financial services acquisition in 2020 was E*TRADE Financial - which was acquired by Morgan Stanley for $13.0B.

Join Mergr to view all 178 acquisitions of financial services companies in 2020, including 21 acquisitions by private equity firms, and 157 by strategics.

Wilshire Associates

Wilshire Associates

1299 Ocean Avenue, Suite 600,
Santa Monica, California 90401
United States,
(310) 451-3051
www.wilshire.com

Wilshire Associates is a global financial services firm, dedicated to improving outcomes for investors worldwide. Specializing in innovative investment solutions, consulting services and multi-asset analytics, Wilshire serves more than 500 institutional and intermediary clients worldwide from 10 offices around the globe. Wilshire Associates was established in 1972 and is based in Santa Monica, California.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.0/yr) # - - - - - - 0
Sell (0.2/yr) # - - - - - 1 1
  1

Most Recent M&A

Company Date Value Type
Clearwater Wilshire Analytics 2024-04-22 - Divestiture
Santa Monica, California
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Business Services - - 1 (100%) -
Total - - 1 -

By Geo

State/Country Buy Value Sell Value
United States - - 1 -
  California - - 1 -
Total - - 1 -

M&A Connections

Deals
Divested to
Strategic(s)
100%
1 (100%)

Company Summary

SECTOR

Financial Services

Established

1972

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