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Financing for Insurance IndustryCapital for Insurance BusinessesCustomized LoansFinancing for Insurance Industry

Maximize Business Value

Fall 2015 BridgeDo you have a strategic plan? Are you on track to see your vision come to fruition? Read our latest tips on developing and maintaining a strategic plan, ideas for growth, and other insights in this edition of the Bridge. Read it now

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 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.


Global SecutiveBD Capital



Top Resources

Business Planning Webinar Series
Start 2016 with a roadmap for success. Sign up today and take charge of your agency's future. Register>

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, pay off debt, hire top producers or employees – without risking your customers or 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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