What customers are saying about Oak Street

Most [banks] said that our balance sheet was weak and it would be hard to lend, but we knew they were wrong. We learned they had not done a deal in this industry prior to us. We packed it in and went to Oak Street Funding.
— Matt (NY)

Banks had a hard time valuing the agency. They [Oak Street Funding] knew how to value it. I was surprised at how smoothly it went. We came to terms in less than 60 days. It couldn't have been easier. I would give a ringing endorsement of them to anyone.
— Ewald (FL)

They blow bankers away in terms of knowing the business. Insurance agency assets are very unique. Bankers don't understand the commission process as well as Oak Street does, and their multiples aren't realistic. Oak Street's selling point is the fact that you get more value for your receivables— sometimes twice as much or more. I enjoy working with them. I recommend Oak Street every time.
— John (KY)

As we continue to grow, I would certainly use Oak Street Funding again. I’d love to find another agency to purchase!
— Gari (CO)

From the start, I could sense that Oak Street understood the agency business and our specific goals. Mike Paciorek flew out to our office, provided clear, direct answers and helped us develop a capital structure based on our business plan and cash flow…The capital we secured catapulted us to a new level of success. Oak Street is the only lender I would use. Its people understand this business far better than any bank.
— Mike (CA)

Anytime you need a capital infusion, working with Oak Street Funding is a no-brainer. The rates are much better than you can find at a bank, and the process is very smooth and easy, not time consuming. The people are easy to deal with, too. They give you the feeling they’re there to help you. I’d recommend Oak Street Funding to anyone who needs capital for marketing, hiring staff, or even buying an agency.
— Paul (KY)

Arison is poised to become an industry leader. Thanks to Oak Street Funding, which understands how to value an insurance agency’s future earnings streams, we quickly received the debt capital needed to support our acquisition.
— Chris (IL)