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Acquire/ Buy

Oak Street functions like a true capital partner, working with a diverse range of clients on ongoing acquisition models. Frequent transactions include:

 

  • First-time buyers in all sectors
  • Acquisition-savvy buyers in all sectors
  • Aggregators and aggregator members
  • Successions and shareholder retirements
  • Private equity and management buyouts

Is your team prepared for growth?

Making the decision to grow your business is a big step that takes a great deal of thinking, a willingness to commit resources, and more than a little courage. It also takes the cooperation and involvement of your management team. Whether your agency is small or...

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Should you borrow to reach your goals?

For businesses that consider or choose to take on debt to implement growth initiatives, achieving the right balance between that debt and equity is important. Maximizing a company’s return on equity requires a certain amount of debt. Oak Street appreciates the need...

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Compete within the busy market of mergers and acquisitions

Relying solely on organic methods to achieve growth can sometimes prove challenging for the insurance industry on the whole. However, a Deloitte study1 predicts that activity within the mergers and acquisitions market will continue to stay strong — and even accelerate...

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MGA/Broker Events

  • NAPSLO
    September 9-13 San Diego, CA
  • Target Markets (Fall)
    October 16-18 Scottsdale, AZ
  • The Council Leadership Forum
    October 2017
  • SNL Brokerage Summit
    November 2017
  • Renaissance Alliance
    November 17-18 Newport, RI

Learn More

To learn more about financing options for your business, please contact one of our knowledgable experts. We can answer any questions you may have, and suggest the best route for moving forward.

Email us below to begin the conversation.

Rick Maldonado

"Industry knowledge was definitely an advantage to working with Oak Street. I'm more of a global conceptual person and I felt that start to finish it was well done. The niche you serve shows there's a lot of gray area but you explained things well."

Christian J. Henrich, Esq.

"What impresses me most about Oak Street is their fairness and willingness to creatively go the extra mile to ensure deals close. For example, all deal professionals have had to contend with the recalcitrant junior creditor that threatens to break a deal. Oak Street will listen, engage, and work harder than any senior lender in my experience to ensure that junior creditor does not hold the deal hostage. They are truly the borrower's partner."

John Ridgway

"Extremely professional and courteous staff. From our first discussion through settlement, the responsiveness and thoroughness was fantastic. Your staff made this a great experience. Plan on recommending your firm to agents looking for funding because of my positive experience."

Have questions? Talk with our experts for more information.