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Financing for Insurance IndustryCapital for Insurance BusinessesCustomized LoansFinancing for Insurance Industry

Maximize Business Value

The Bridge - Summer 2015Are you looking for ways to grow your agency business while maximizing ROI? Find insight in the summer edition of The Bridge® on choosing the right vendors, competing against larger companies, and more. Read it now

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.

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

The Realities of Selling Your Agency to a Large Organization

Listen to an interview with a former owner of a successful agency who sold to a large organization. Here his perspective on what was positive and negative, and what he wished he'd known beforehand. Listen >

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 >

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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