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Retail Agencies – Recent Transactions

Loan Use: Acquisition
Loan Amount: $722,000

Loan Use: Acquisition
Loan Amount: $240,200

Loan Use: Acquisition
Loan Amount: $318,000

Loan Use: Working Capital
Loan Amount: $485,000

Loan Use: Acquisition
Loan Amount: $384,500

Loan Use: Acquisition
Loan Amount: $551,000

Loan Use: Working Capital
Loan Amount: $385,000

Loan Use: Working Capital
Loan Amount: $700,000

Loan Use: Working Capital
Loan Amount: $610,000

Loan Use: Acquisition
Loan Amount: $450,000

Loan Use: Working Capital
Loan Amount: $715,000

Loan Use: Acquisition
Loan Amount: $996,000

Loan Use: Working Capital / Acquisition
Loan Amount: $605,000

Loan Use: Acquisition
Loan Amount: $655,000

Loan Use: Acquisition
Loan Amount: $600,000

Signs that it’s time to acquire

One of the most effective ways to expand your agency’s business is to acquire another agency. Whether you purchase a local competitor or an agency in a nearby town, an acquisition instantly increases the size of your book of business and gives you new opportunities...

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7 Ways to Actually Grow

by Tommy McDonald, Vice President – MarshBerry WRITE 20% NEW BUSINESS. In our experience, understanding the metrics needed to produce predictable profitable organic growth is #1. Less than 10%* of the industry can produce new revenue in excess of 20% of prior year...

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10 Success Habits for Business Leaders

Working in the insurance industry can be both a challenging and a rewarding experience. That’s why it’s even more important to have the right qualities and habits to succeed. Here are ten of the most common traits of highly successful business men and women: 1....

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Insurance Agency Events

  • TWFG
    June 22-25 The Woodlands, TX
  • FAIA
    June 8-10 Orlando, FL
  • PIA NY/NJ
    June 11-13 Atlantic City, NJ
  • PIA Ohio
    October 2017, OH
  • BIG I Illinois
    October 3-5 Tinley Park, IL

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.

Valarie J. Gavin

 

 

"This was the most organized and smooth process of a loan I have ever experienced. Everything went as I was told. We did not go back and forth on needing any other docs other than listed in the beginning. Thank you for such a smooth process."

Allan Boyd

"We can't say enough positive things about the personal touch and individualized service and attention we received. Commercial bankers could learn a thing or two from Oak Street! THANK YOU to all of you for making one of my dreams come true."

Richard Morache

"One of the few sources for an insurance agency in securing a loan when acquiring a book of business. Oak Street is a trusted financial partner who understands the insurance business for the independent agency owner."

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Robert Jandrain

"I found the entire experience better than I had expected. Everyone was pleasant to work with and it was much less complicated than one would have thought. Not only would I recommend Oak Street Funding to anyone in need a financing but I will also you them for any future finance needs for my agency."

Matthew Chavez

"The thing most notable about working with Oak Street was your knowledge of the industry, like 'pledging future commissions as collateral'. You are in the business, which was invaluable. Compared to our external lenders (or attempts with those lenders) it was night and day. We looked at 8 lenders total throughout the process. Two were VC and 6 were local banks but primarily lending institutions and to be able to talk about carriers and contracts with Oak Street without getting the 'deer in headlights' look…you get it! From my perspective as a small owner…again, it was just invaluable."

Justin Honey

"Loan process was thorough and actually helped me get an even better picture of my cash flows and revenues throughout the process."

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.