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Acquire/ Buy

Organic growth isn’t your only option. Oak Street Funding can help take your firm to the next level through a merger or acquisition. Acquiring another firm or practice is a good way to grow and see quick results by gaining AUM, increasing revenue and increasing enterprise value. However, it is very important to acquire only transparent sellers. The key to a successful acquisition is a thorough due diligence process.

There are many types of acquisitions. For example, funds may be used to acquire either a book of business or an entire business. Funds may also be used to buy into a business, for example by purchasing a percentage of stock or other ownership interest.

Have questions? Contact one of our loan experts to learn more.

Good reasons to always be acquisition-minded

You may not remember the 1992 movie “Glengarry Glen Ross,” but you’ve probably heard Alec Baldwin character’s admonishment to his sales team: “always be closing!” For today’s mid-sized and larger RIA firms, a better piece of advice is “always be acquiring!” It makes...

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SBA funding for RIAs may not be the best choice

An RIA ready to pursue a growth strategy will probably need some degree of outside funding. And since most RIA firms view themselves as small businesses, they may assume the best source is a Small Business Administration (SBA) loan obtained with the help of a local...

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Are your firm’s clients going gray?

There’s a funny thing about high school and college reunions: when we arrive, we’re shocked at how old everyone looks. We can pretend we’re not aging, but we can’t escape the fact that we’re growing a little older every day. Retirement may not be in our immediate...

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RIA Firm Events

  • Echelon Partners/DDM Summit
    September 19-20 in Newport Beach
  • NAPFA Fall Conference
    October 18-21 in Orlando
  • The MarketCounsel Summit
    December 2017

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.

Craig Rumler, COO, Bloomfield Hills Financial

“For our first funding, we gave Oak Street a difficult deadline to close in three weeks and their team did a super job of identifying what we needed to provide to get the deal done – most lenders would not be able to do this, but Oak Street made it happen. The process was easy, and the team was very flexible and responsive. We have already completed a second funding and plan to continue to work with Oak Street on future financing projects.”

Have questions? Talk with our experts for more information.