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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.

Acquisitions can make your firm more diverse

If you’re like most RIAs, one of the first pieces of advice that you share with nearly every client is to keep their portfolio diversified. In fact, most of us learned that “don’t put all your eggs in one basket” message long before we began careers in the investment...

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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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RIA Firm Events

  • FPA NorCal
    May 29-30
  • Deal and Deal Makers Summit
    September 12-13
  • NAPFA Fall Conference
    October 15-18
  • The MarketCounsel Summit
    December 3-6

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.”

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