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 10 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 176 acquisitions of financial services companies in 2020, including 20 acquisitions by private equity firms, and 156 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

 Subscribe to unlock this and 201,888
investor and company profiles

Sign-up today to get full access

  • check  Unlimited Searches
  • check  Unlimited Profile Views
  • check  Build and Export Lists of
    • PE Backed Companies
    • Direct Investors & Acquirers
    • Advisors
    • Deals
    • & More
1 Week Free Trial Learn More

What's Mergr?

We built Mergr to save people the arduous and time-consuming process of tracking when companies are bought, sold, and who currently owns them.

Every day, new opportunities emerge around M&A and we help professionals of all types comb through transactions, investors, and corporate acquirers via an easy-to-use web database that is accessible to anyone.

Try us for 1 week free today!

Mergr, the Easiest-to-Use PE and M&A DB

Key Benefits

  • Stay informed on events in your industry
  • M&A research that takes seconds (not all afternoon)
  • Better understand your customers and prospects
  • Discover active buyers (or sellers)
Search
  • 4.5K Private Equity Firms
  • 193K M&A Transactions
  • 197K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.6K M&A Advisors
    (Investment Banks and Law Firms)
  • 75K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.

Related Lists for Wilshire Associates

California Companies , Financial Services Companies , United States Companies , California Financial Services Companies , California Financial Services with Acquisitions , California Financial Services with Divestitures

Related Lists for California Companies

Largest California Companies , Acquisitive California Companies , Recently Acquired California Companies , Recently Sold California Companies , Private California Companies , Public California Companies , Acquired California Companies , PE Backed California Companies

Related Lists for Financial Services Companies

Largest Financial Services Companies , Acquisitive Financial Services Companies , Recently Acquired Financial Services Companies , Recently Sold Financial Services Companies , Private Financial Services Companies , Public Financial Services Companies , Acquired Financial Services Companies , PE Backed Financial Services Companies

Related Lists for United States Companies

Largest United States Companies , Acquisitive United States Companies , Recently Acquired United States Companies , Recently Sold United States Companies , Private United States Companies , Public United States Companies , Acquired United States Companies , PE Backed United States Companies
Mergr

Product

Company

Legal