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Alex Weaver

Vice President of Strategic Markets — CPA, Insurance, RIA Markets

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Alex Weaver brings nearly a decade of lending and banking experience to Oak Street Funding. As a trusted advisor to business owners nationwide, Alex’s in-depth financial knowledge and expertise has helped countless business owners take that next step in growing their business. Alex specializes in assisting advisors, CPAs, and insurance agencies with M&A and succession planning.

Special interests: Hiking, traveling, spending time with family

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Meet Alex

Click to schedule a meeting with Alex at these industry events:

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Document Center

Certified Public Accountant (CPA)
  • CPA Overview Presentation
  • CPA Acquisition Financing One-Pager
  • CPA Succession Financing One-Pager
Insurance Agent
  • Insurance Overview Presentation
  • Insurance Acquisition Financing One-Pager
  • Insurance Perpetuation Financing One-Pager
Registered Investment Advisor (RIA)
  • RIA Overview Presentation
  • RIA Acquisition Financing One-Pager
  • RIA Succession Financing One-Pager
  • RIA Partner Buy-In Financing One-Pager

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Speaker Profile

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