top of page
THE PROJECT
Working with Blue Ridge in its acquisition of substantially all of the Tax Benefits Plan Services (BPS) business of Crowe LLP.
August 2022
Deal announcement
Levine Leichtman Capital Partners
Investor
THE WORK
Blue Ridge ESOP Associates, a portfolio company of Levine Leichtman Capital Partners, acquired substantially all of the Tax Benefits Plan Services of Crowe LLP. The addition of the BPS business further strengthens Blue Ridge’s position as the leading independent ESOP and 401(k) third party administration and recordkeeping firm. The combination of the businesses brings together two of the highest-quality organizations in the industry with strong reputations for outstanding product offerings and client service. The combination of skills and the bundling of services is expected to drive new opportunities for clients and long-term growth for the company.
THE NEWS
bottom of page