Financial Solutions
When you need a business loan, Oak Street Funding offers a variety of financial solutions and lending capital, customized to meet your business needs.
- ACQUISITION
Leverage our acquisition funding as a great way to increase business beyond organic means. - SUCCESSION
We help existing owners make well-deserved financial exits while positioning future owners for long-term success. - WORKING CAPITAL
Get a business capital loan to propel your business forward by hiring an employee, upgrading technology, or launching new marketing campaigns. - DEBT RESTRUCTURE
Consolidate existing loans, reduce debt obligations, clean up your balance sheet, and improve liquidity.

Who Do We Serve?
We serve relationship-based businesses built on intangible assets.
If this sounds like you and your business is part of an industry listed below, we can help you reach the next level.
As a specialty lender, we provide funding based on your future revenue.

Insurance Professionals
Since 2003, insurance agents and specialty insurance businesses have turned to Oak Street Funding for financing based on their book of business.

Investment Advisors

Certified Public Accountants

Energy Service
Companies
How Do We Help?
You’ve worked really hard to build your business.
As you continue to move forward, doesn’t it make sense to work with an experienced lending partner?
We provide the capital you need to support your business today and your successes tomorrow.
Peace of Mind
Oak Street Funding is well-capitalized to meet your lending needs regardless of where you are in your business life cycle.
Smart Borrowing
Our loans are customized to fit your business needs and are non-SBA so you can keep personal assets separated from your business.
Always Connected
Stay connected throughout the loan process with our easy-to-use software and in-house Sales, Underwriting and Servicing teams.
Access to Leadership
Directly reach our CEO and Executive Team any time should you ever have questions about financing options.
Client Testimonials
I looked at other lenders, but in the end, it was Oak Street’s customer service for me. It was great. This was my first transaction like this and they broke it down into bite-sized pieces that I could understand.
Elizabeth Ivy Investment Advisor
For our first funding, we gave Oak Street Funding a difficult deadline to close in three weeks…most lenders would not be able to do this, but Oak Street made it happen.
Craig Rumler Investment Advisor
I would absolutely recommend Oak Street Funding to a colleague if their needs align. I would push for them to talk to Oak Street. I don’t know anyone else who loans on cash flow.
Ron Brock Investment Advisor
The professional, organized, and friendly nature that Susie and the whole team have it great. Refreshing, even when frustrating.
Randy Cohen Investment Advisor
When you are starting an agency from scratch as I was, you don’t always have a consistent cash flow. My working capital loan from Oak Street Funding was instrumental in allowing me to scale up.
Autumn Brown Yarborough Insurance Agent
This was the most organized and smoothest loan process I have ever experienced. Everything went as I was told. Thank you for such a smooth process.
Valarie J. Gavin Insurance Agent
Oak Street Funding is one of the few sources for an insurance agency in securing a loan when acquiring a book of business. Oak Street is a trusted financial partner who understands the insurance business.
Richard Morache Insurance Agent
Industry knowledge was definitely an advantage to working with Oak Street. The niche you serve shows there’s a lot of gray area but you explained things well.
Rick Maldonado MGA
Oak Street Funding has financed two loans for me, and we were able to close both within 30 days. I was very happy with the level of customer service provided by the team. I would definitely recommend Oak Street to others.
Tina Nguyen CPA
Everyone was extremely pleasant. I had many questions, but I always received a quick response. Everyone was very helpful.
Wendy Leigh Del’Acqua CPA