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Blue Ridge acquires AmbroseAdvisors' ESOP services

PRIVATEFeb 05, 2026

Acquiring Company

Blue Ridge Associates

Acquired Company

AmbroseAdvisors

CharlottesvilleRiversideFinancial ServicesEmployee BenefitsFinancial ServicesFinance

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.

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Company Information

Company

Blue Ridge Associates

Location

Charlottesville, Virginia, United States

About

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 compensation and savings benefit plans. Through its own operations and acquired firms serving clients since 1966, Blue Ridge supports 8,700 plan sponsors covering 870,000 employees and more than $60 billion in assets, while providing trusted expertise and services to thousands of retirement plan professionals across the United States.

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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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