Making Your Succession - Planning and Transitioning G2: Our Story

Register to Watch Now


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.

    Leverage our acquisition funding as a great way to increase business beyond organic means.

    We help existing owners make well-deserved financial exits while positioning future owners for long-term success.

    Get a business capital loan to propel your business forward by hiring an employee, upgrading technology, or launching new marketing campaigns.

    Consolidate existing loans, reduce debt obligations, clean up your balance sheet, and improve liquidity.
Business man using phone

Ready to take the next step?


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.

Explore Loan Solutions


Investment Advisors

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

Explore Loan Solutions


Certified Public Accountants

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

Explore Loan Solutions


Energy Service

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

Explore Loan Solutions


Indirect Automotive

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

Explore Loan Solutions


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