Oates & Company Overview

  • Founded
  • 1988
  • Status
  • Acquired/​Merged
  • Employees
  • 16
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1

Oates & Company General Information


Provider of business software and services. The company helps midsize businesses to transition to software for customer relationship management (CRM), enterprise resource planning (ERP), administration and taxes. It provides software products from multiple brands, including Sage, Acumatica and Avalara.

Contact Information

Ownership Status
Financing Status
Corporate Backed or Acquired
Primary Industry
Business/Productivity Software
Other Industries
Financial Software
Primary Office
  • 2309 West Cone Boulevard
  • Greensboro, NC 27408
  • United States
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Oates & Company Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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Oates & Company Executive Team (3)

Name Title Board Seat Contact Info
Chris Oates President
John Shepperson Director of Business Development
Nancy Sutton Director of Enterprise Solutions
To view Oates & Company’s complete executive team members history, request access »

Oates & Company Signals

Growth Rate

0.80% Weekly
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers


Similarweb Unique Visitors


Majestic Referring Domains


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