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Financing for Insurance IndustryCapital for Insurance BusinessesCustomized LoansFinancing for Insurance Industry

What's New

Read The Bridge - Winter 2015 Looking for tips to improve sales, increase referrals or grow your business? Find tips, industry trends and information in our latest publication, The Bridge.
Read more >

Planning Your Exit

Succession planning for insurance agency ownersFor most agencies, the best type of exit plan is a succession plan. To ensure your exit acheives your objectives, develop a sucession plan. Read more >



Recent $1MM+ Deals

See recent insurance industry loans over $1 million and see more examples of the $450+ million Oak Street has provided thousands of insurance agencies, MGAs, brokers and program administrators. Learn more about the transactions below.

 

BD Capital

U.S. Risk

 

 

Get a Loan

Get a loan to help me your business goalsGet a loan to grow your insurance business – to expand, invest in technology, acquire an agency, pay off debt, hire top producers or employees – without risking your customers or control of your business. 

Top Resources

Webinar: Keys to Successful Agency Management

Tips to help make your business thrive Register >

See agency survey results

Download survey results Discover how 200 agencies have met growth goals over the last two years, common growth strategies employed, what contributes most to growth and more. Download the report >>

Buy or Sell an Agency

Buy or sell an insurance agencyIs an agency acquisition part of your growth strategy? See insurance agencies for sale by state or list one to get an agency in front of multiple buyers. See Agency Exchange  and sign up to receive listing alerts as agencies become available.

Agencies for Sale

Find or create agency listings at www.osfagencyexchange.com. A complimentary service.

Contact Us

866-625-3863

Contact us to learn about financing options and how deals are structured to meet specific business needs.

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