Tracked deals
5
5 tracked deals across 2022-2026.
Operating Company
Financial Services
Blue Ridge Associates
Charlottesville, Virginia, United States
Formerly known as Blue Ridge Associates LLC, Blue Ridge Associates, Inc., Blue Ridge ESOP Assoc.
Provider of administration solutions for employer-sponsored, tax-advantaged equity compensation and savings benefit plans, offering integrated technology-enabled compliance and ESOP/retirement plan administration services for retirement plan professionals and sponsors.
- Focus Areas
- Retirement plan administration, ESOP administration, 401(k) and qualified plan recordkeeping
- Website
- oneblueridge.com
Recent pace
2
2 tracked deals announced in the last 12 months.
Deal mix
Addon
3 addon · 1 buyout · 1 divestiture
Blue Ridge Associates Acquisition Volume by Year
Last 4 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
-
- Buyer
- Blue Ridge Associates
- Target
- Economic Group Pension Services (EGPS)
- Industry
- Healthcare Services
- Location
- New York, United States
- Type
- Addon
Blue Ridge Associates acquired Economic Group Pension Services (EGPS) to expand its retirement plan administration and compliance platform. The deal grows Blue Ridge’s scale with EGPS bringing more than 260 employees, about 7,200 retirement plans, and over $17 billion in assets under administration.
-
February 8, 2026
- Buyer
- Blue Ridge Associates
- Target
- AmbroseAdvisors (ESOP third‑party administration services business)
- Seller
- AmbroseAdvisors
- Industry
- Financial Services
- Location
- California, United States
- Type
- Divestiture
Blue Ridge Associates has acquired the ESOP third‑party administration (TPA) services business from AmbroseAdvisors, including the ESOP administration team and clients. AmbroseAdvisors will retain its advisory business while Blue Ridge expands its ESOP administration capabilities and client base to meet growing demand for ESOP formation and related services.
-
- Buyer
- Blue Ridge Associates
- Target
- Qualified Retirement Plan Services, Inc. (QRPS)
- Industry
- Financial Services
- Location
- North Carolina, United States
- Type
- Buyout
Blue Ridge Associates has acquired Qualified Retirement Plan Services, Inc. (QRPS), a Raleigh-based third-party administrator of qualified retirement plans. The acquisition expands Blue Ridge's administration, compliance and recordkeeping capabilities in the 401(k) & pension space while providing a succession path for QRPS leadership.
-
June 6, 2024
- Buyer
- Blue Ridge Associates, Levine Leichtman Capital Partners
- Target
- Tax Sheltered Compensation, Inc. (TSC)
- Seller
- Matt Slyter, Gary Zurek
- Industry
- Financial Services
- Location
- Minnesota, United States
- Type
- Addon
Blue Ridge Associates, a portfolio company of Levine Leichtman Capital Partners, has acquired Tax Sheltered Corporation/Tax Sheltered Compensation, Inc. (TSC), a provider of retirement plan administration and recordkeeping services. The acquisition expands Blue Ridge's capacity and technical capabilities in ESOP and qualified retirement plan administration, adding TSC's ~3,100 plans covering over 152,000 participants to its platform.
-
August 12, 2022
- Buyer
- Blue Ridge ESOP Associates, Levine Leichtman Capital Partners
- Target
- Tax Benefits Plan Services (BPS) business of Crowe LLP
- Seller
- Crowe LLP
- Industry
- Accounting & Tax
- Location
- Illinois, United States
- Type
- Addon
Blue Ridge ESOP Associates, a portfolio company of Levine Leichtman Capital Partners, acquired substantially all of the Tax Benefits Plan Services (BPS) business of Crowe LLP. The BPS business—nearly 30 employees serving over 400 clients and more than 500 plans—will transition to Blue Ridge to strengthen its ESOP and 401(k) third‑party administration and recordkeeping capabilities.
Related Acquisition Pages
Financial Services Buyers & Acquisitions
3 tracked deals by Blue Ridge Associates.
Accounting & Tax Buyers & Acquisitions
1 tracked deal by Blue Ridge Associates.
Healthcare Services Buyers & Acquisitions
1 tracked deal by Blue Ridge Associates.
Acquisitions in California
1 tracked deal by Blue Ridge Associates.
Acquisitions in Illinois
1 tracked deal by Blue Ridge Associates.
Acquisitions in Minnesota
1 tracked deal by Blue Ridge Associates.
Acquisitions in New York
1 tracked deal by Blue Ridge Associates.
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