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Sheridan Road Financial, an advising close administering about $14 billion in retirement plan assets, is in talks to be acquired by allowance allowance Hub International, according to two sources with ability of the discussions.



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The accord hasn’t yet been finalized, according to one of the sources, who requested anonymity.

Jim O’Shaughnessy and Daniel Bryant, managing ally at Sheridan Road, didn’t acknowledgment requests for comment. David Reich, civic admiral of retirement casework at Hub, additionally didn’t acknowledgment a appeal for comment.

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Sheridan Road had $13.5 billion in defined-contribution assets and 20 retirement plan admiral as of March 31 this year, according to InvestmentNews data. The firm, a amalgam advising close based in Northbrook, Ill., additionally does some alone abundance administration business.



If the accord goes through, it would be a above move for Hub, a new aspirant into the retirement-plan admonition market. The firm, which is majority-owned by clandestine disinterestedness close Hellman & Friedman, has commonly bought groups specializing in agent allowances and acreage and blow insurance. The close hadn’t entered the retirement plan bazaar in a big way until September 2017, back it assassin Mr. Reich to arch its retirement unit. Mr. Reich was aforetime an controlling in LPL Financial’s Retirement Ally group.

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“This abode has never absolutely gone afterwards the business, and now we are,” Mr. Reich told InvestmentNews anon afterwards his hire. “There’s a cogent befalling to abound in this space.”

The close — whose retirement business is abate than Sheridan Road’s, according to InvestmentNews data, with almost $7 billion in DC-plan assets — appear a few abundant acquisitions aural the accomplished year. It acquired Summit Financial Corp., a $2.5 billion retirement group, in November 2017, and bought IPS Advisors, an $850 actor firm, in February.

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Unlike added buyers, Hub allows the firms it acquires to accumulate assets with their absolute RIA and broker-dealer. Sheridan Road uses LPL as its broker-dealer, and launched its own RIA, Sheridan Road Advisors, beforehand this year. It was aforetime with the mega amalgam RIA Independent Financial Partners.

Hub appear absolute acquirement of about $2 billion for the 12 months concluded Sept. 30.

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