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Financing for Insurance IndustryCapital for Insurance BusinessesCustomized LoansFinancing for Insurance Industry

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 listing alerts.

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 >

 




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

 

 

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 >

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 >

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. 

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 >>

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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