Bates & Company Overview

  • Year Founded
  • 1987

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 30

Employees

  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 2

Bates & Company General Information

Description

Provider of retirement plan administration and consulting services intended to assist businesses with compliant employee benefit programs. The company offers dedicated account management, complex plan design, technical support, professional consulting, regulatory compliance and other related services, enabling small- to mid-sized businesses to implement and maintain tailored retirement programs for their employees.

Contact Information

Website
www.batesco.com
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Corporate Office
  • 1201 South Orlando Avenue
  • Suite 202
  • Winter Park, FL 32789
  • United States
+1 (407)
Primary Industry
Other Financial Services
Other Industries
Consulting Services (B2B)
Parent Company
HowardSimon Retirement
Corporate Office
  • 1201 South Orlando Avenue
  • Suite 202
  • Winter Park, FL 32789
  • United States
+1 (407)

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Bates & Company Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA		 Post-Val Status Debt

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Bates & Company Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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Bates & Company FAQs

  • When was Bates & Company founded?

    Bates & Company was founded in 1987.

  • Where is Bates & Company headquartered?

    Bates & Company is headquartered in Winter Park, FL.

  • What is the size of Bates & Company?

    Bates & Company has 30 total employees.

  • What industry is Bates & Company in?

    Bates & Company’s primary industry is Other Financial Services.

  • Is Bates & Company a private or public company?

    Bates & Company is a Private company.

  • What is Bates & Company’s current revenue?

    The current revenue for Bates & Company is .

  • When was Bates & Company acquired?

    Bates & Company was acquired on 24-Aug-2026.

  • Who acquired Bates & Company?

    Bates & Company was acquired by HowardSimon Retirement.

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