Acquiring Company
Blue Ridge Associates
Acquired Company
AmbroseAdvisors
Description
Blue Ridge Associates has announced the acquisition of the ESOP third-party administration services of AmbroseAdvisors. This move strengthens Blue Ridge's position as a market leader in ESOP administration amid growing demand for such services. The AmbroseAdvisors ESOP administration team and clients will transition to Blue Ridge as part of this acquisition.
Quick answer
Blue Ridge Associates is acquiring AmbroseAdvisors, announced February 5, 2026. Blue Ridge Associates is based in Charlottesville, Virginia, United States.
- How much did Blue Ridge Associates pay for AmbroseAdvisors?
- The deal value was not disclosed.
- What does Blue Ridge Associates do?
- Blue Ridge Associates is a leading retirement plan administration provider founded in 1988, delivering technology-enabled compliance and administration solutions for employer-sponsored, tax-advantaged equity..
- Where are Blue Ridge Associates and AmbroseAdvisors based?
- Blue Ridge Associates is based in Charlottesville, Virginia, United States. AmbroseAdvisors is based in Riverside, California, United States.
- Who are the decision-makers at Blue Ridge Associates?
- Fundz holds 4 contacts at Blue Ridge Associates. Names and contact details are shown to Fundz members.
Source: Fundz verified event record.
Other recent acquisitions in Financial Services and Employee Benefits
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- Osaic acquires The Finance Couple for growth (March 19, 2026)
- Investar acquires Wichita Falls Bancshares, Inc. (March 19, 2026)
- Evernorth merges with Armada Acquisition Corp. II (March 18, 2026)
Who to call at Blue Ridge Associates, and when
When Blue Ridge Associates changes hands, the new owners review vendors, systems and leadership. That is when the door opens.
- An alert the day Blue Ridge Associates raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at Blue Ridge Associates, from your own LinkedIn network
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Related People
Frequently asked
Who acquired AmbroseAdvisors?
AmbroseAdvisors was acquired by Blue Ridge Associates, based in Charlottesville. The deal was reported on February 5, 2026. Blue Ridge Associates is privately held and operates in Financial Services.
When did Blue Ridge Associates acquire AmbroseAdvisors?
Blue Ridge Associates's acquisition of AmbroseAdvisors was reported on February 5, 2026. Blue Ridge Associates has announced the acquisition of the ESOP third-party administration services of AmbroseAdvisors. This move strengthens Blue Ridge's position as a market leader in ESOP administration amid growing demand for such services. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does AmbroseAdvisors do?
AmbroseAdvisors is a middle-market investment bank and financial advisory firm focused on guiding and assisting business owners with business succession planning, executing liquidity strategies and capital placements. It is privately held, operating in Financial Services, and is based in Riverside.
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