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Is Now the Time to Sell?

The Bridge, Spring 2016

Is now a good time to sell?  Are you ready for your next phase? Learn about the current landscape of agency acquisitions and find and other insights in this edition of The BridgeRead it now

Oak Street Chosen Best of Best

Oak Street Funding was chosen as one of the Best of the Best financial services companies to insurance agents and brokers by Insurance Business America Magazine (IBA).  Read >

Buy or Sell an Agency

Buy or sell an insurance agencyAre you planning to buy an agency, or sell an agency? See insurance agencies for sale by state or list one to expose it to multiple buyers. Visit Agency Exchange and sign up to receive alerts.

Signature $1MM+ Deals

See insurance industry loans over $1 million and more examples of the hundreds of millions in capital Oak Street has provided to thousands of insurance agencies, MGAs, brokers and program administrators. Learn more about the transactions.


Top Resources

Webinar: Understanding M&A Deal Process and Structure
What does the M&A process really look like? Are you prepared?

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 achieves your objectives, develop a sucession plan. Read more >

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, consolidate debt, or hire staff  – without risking control of your business. 

Agencies Are Growing

See average growth ratesAgencies can grow with responsible debt. See average growth for agencies that obtained a loan from Oak Street and the most common uses of those funds and resulting growth rates. See growth rates >


Agencies for Sale

Find or create agency listings at A complimentary service.

Contact Us


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

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