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Financing for insurance businesses

Signature $1MM+ Deals

Oak Street Funding specializes in providing capital needed for acquisitions, buyouts, growth and more. Our larger loan limits, fixed pricing and other options help businesses meet strategic goals. See insurance industry loans over $1 million and how we've helped thousands of agencies, MGAs, brokers and program administrators.

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 >

Insurance Lending Expertise

With our insurance expertise and relationships, we have a true understanding of the business and capital needs unique to the insurance industry. You won’t waste valuable time as we have the experience, processes and teams in place to work right away on structuring custom financing up to $20,000,000.

  • Acquisition loans
  • Succession and recapitalization loans
  • Lines of credit and working capital
  • Interest only options
  • Realistic debt structures
  • Loan terms up to 12  years
  • In-house servicing and monitoring of loans with proprietary systems
  • Extra effort to simplify the loan process for first-time borrowers

Capital for Insurance Businesses

Oak Street Funding specializes in providing the capital needed to expand insurance businesses, including acquisitions and leveraged buyouts. Adequate cash for such endeavors may or may not be a hindrance. 

A capital management strategy involving responsible debt balanced with responsible liquidity is critical to success. Borrowing capital can help you create or maintain a ‘dry powder’ status for emerging opportunities yet not drain liquidity. Oak Street Funding lends to all types of insurance business across a diverse range of product lines. We provide capital for:

  • Wholesalers
  • Agents
  • MGAs
  • Program Administrators

Our Strategic Markets Team

Meet our team of experts. Collectively, they have closed hundreds of millions of dollars in insurance industry loans. Contact them today to get insight on potential transactions.

Kirsten Petras

Brad Kronland

Industry Affiliations