November 26, 2014 4:37 PM ET


Company Overview of Sageworks, Inc.

Company Overview

Sageworks, Inc. provides financial information and develops financial analysis and risk management solutions for the private companies. It provides credit analysis, risk rating, ALLL reserve calculation, portfolio stress testing, and loan management solutions for financial institutions; and financial analysis software suites including financial analysis reports, industry ratio analysis and benchmarking data, audit and review applications to standardize analytical procedures, and cash flow forecasting and projection tools for private companies and accountants. The firm develops financial analysis tools and provides private company financial information and analytics. The firm caters to banker...

5565 Centerview Drive

Raleigh, NC 27606

United States

Founded in 1998





Key Executives for Sageworks, Inc.

Chief Executive Officer
President and Principal
Co-Founder and Chairman
Age: 52
Vice President of Finance and Operations
Principal and Vice President of Corporate Development
Compensation as of Fiscal Year 2014.

Sageworks, Inc. Key Developments

Sageworks, Inc. Promotes Juan Sistachs as President

Sageworks, Inc. announced that Juan Sistachs has been promoted to the position of president. Juan has been with Sageworks since 2010 and has most recently served as vice president in the company’s financial institutions division. As president of Sageworks, Juan will be responsible for overseeing sales and services in both of the company’s key vertical markets – financial institutions and accounting firms – as well as the evaluation of new market opportunities. Prior to joining Sageworks, Juan founded and served as CEO of Backroom Enterprises, Inc.

Sageworks, Inc. Names Scott Ogle as New CEO

Sageworks, Inc. has announced Scott Ogle as the firm's new CEO. Ogle, a UNC-Chapel Hill economics graduate and former executive at Merrill Lynch and California-based software developer iHarvest, has been with Sageworks for 10 years, serving most recently as the company's president. As CEO, he will oversee all aspects of the company's operations, including strategic planning, sales, client services and product development.

Sageworks, Inc. Presents at The DealFlow Conference 2012, Dec-18-2012 02:00 PM

Sageworks, Inc. Presents at The DealFlow Conference 2012, Dec-18-2012 02:00 PM. Venue: The New York Marriott Marquis, 1535 Broadway, New York, NY 10036, United States. Speakers: BRANDT LEAHY.

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Recent Private Companies Transactions

No transactions available in the past 12 months.

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