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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.
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Ready to take the next step?

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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.

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Insurance Professionals

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

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Investment Advisors

If you are an RIA or IAR, look for a specialty lender like Oak Street Funding for your growth capital.

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Certified Public Accountants

Your CPA practice is based on client relationships. Partner with a lender who understands the value of those relationships. 

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Energy Service
Companies

Oak Street Funding provides loans to energy professionals based on the value of their recurring revenue streams.

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Indirect Automotive
Dealers

If you are a buy here - pay here or lease here- pay here dealership, we have the capital to grow your business.

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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.

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Strength & Stability

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Industry Expertise

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Personalized Solutions

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Unique Loan Management System

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Local Decision Making

Client Testimonials