M&A Deal Summary

Blue Ridge ESOP Associates Acquires TSC 401K

On May 20, 2024, Blue Ridge ESOP Associates acquired business services company TSC 401K

Acquisition Highlights
  • This is Blue Ridge ESOP Associates’ 2nd transaction in the Business Services sector.
  • This is Blue Ridge ESOP Associates’ 2nd transaction in the United States.
  • This is Blue Ridge ESOP Associates’ 1st transaction in Minnesota.

M&A Deal Summary
Date 2024-05-20
Target TSC 401K
Sector Business Services
Buyer(s) Blue Ridge ESOP Associates
Deal Type Add-on Acquisition

Target

TSC 401K

Maple Grove, Minnesota, United States
TSC 401K is a third-party administration firm firm that offers expert retirement plan consulting, design, and administration solutions for businesses and their financial advisors. TSC 401K is based in Maple Grove, Minnesota.

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Buyer(S) 1

Buyer

Blue Ridge ESOP Associates

Charlottesville, Virginia, United States
Category Company
Founded 1988
Sector Business Services
DESCRIPTION

Blue Ridge ESOP Associates is a provider of an independent administration and record-keeping assistance for qualified retirement plans, focusing on serving the needs of companies with employee stock ownership plans (ESOPs). Blue Ridge ESOP Associates was founded in 1988 and is based in Charlottesville, Virginia.

DEAL STATS #
Overall 2 of 2
Sector (Business Services) 2 of 2
Type (Add-on Acquisition) 1 of 1
State (Minnesota) 1 of 1
Country (United States) 2 of 2
Year (2024) 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2022-08-11 Crowe - ESOP Business

Chicago, Illinois, United States

Crowe's ESOP Business includes employee stock ownership plan (ESOP) services and certain tax-related 401(k) plan services. Crowe's ESOP Business is based in Chicago, Illinois.

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