Get A Quote

We’ll get you there.

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.

Building culture when M&A is your growth driver

Guest blogger: Augustine Hong The current pace and the number of mergers and acquisitions are reshaping the financial services industry. The pursuit of scale, for many smaller firms, is not an option but rather a necessary response to the shrinking market share and...

read 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...

read more

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.”

Who we are...

Have questions? Talk with our experts for more information.