Get A Quote
We’ll get you there.

Working Capital

Oak Street Funding specializes in providing the capital needed to expand insurance businesses, including acquisitions and leveraged buyouts. Adequate cash for such endeavors may or may not be a hindrance.

A capital management strategy involving responsible debt balanced with responsible liquidity is critical to success. Borrowing capital can help you create or maintain a ‘dry powder’ status for emerging opportunities yet not drain liquidity. Oak Street Funding lends to all types of insurance business across a diverse range of product lines. We provide capital for:

  • Wholesalers
  • Agents
  • MGAs
  • Program Administrators

Loan Products

  • Acquisition loans
  • Succession and recapitalization loans
  • Lines of credit and working capital
  • Interest only options
  • Realistic debt structures
  • Loan terms up to 12 years

MGA/Broker Loan Resources

Driving growth: Outshine your competitors in 2018

If you want true growth and a high performing business, you can’t afford to exhale and rely on a boost in rates to meet your goals. If you are awaiting revenue growth before focusing on talent growth, you may find yourself in a case of “chicken or the egg.” Deciding...

read more

WIN Magazine – CTA2 – Fall SM Acquisition White Paper

Due diligence is a critical component of insurance business acquisitions. Check out Oak Street Funding's latest complimentary white paper - Buyer Beware and Be Prepared - by completing the form below. Have questions? Talk with our experts for more information. SITE...

read more

Rough Notes – CTA2 – August SM Acquisition White Paper

Due diligence is a critical component of insurance business acquisitions. Check out Oak Street Funding's latest complimentary white paper - Buyer Beware and Be Prepared - by completing the form below. Have questions? Talk with our experts for more information. SITE...

read more

MGA/Broker Events

 

  • WSIA Leadership & Underwriting 
    April 11-14, AZ
  • Target Markets (Spring)
    May 7-9, MD
  • WSIA Annual Marketplace
    September 23-26, GA
  • Target Markets (Fall)
    October 22-24, AZ

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.

Rick Maldonado

"Industry knowledge was definitely an advantage to working with Oak Street. I'm more of a global conceptual person and I felt that start to finish it was well done. The niche you serve shows there's a lot of gray area but you explained things well."

Christian J. Henrich, Esq.

"What impresses me most about Oak Street is their fairness and willingness to creatively go the extra mile to ensure deals close. For example, all deal professionals have had to contend with the recalcitrant junior creditor that threatens to break a deal. Oak Street will listen, engage, and work harder than any senior lender in my experience to ensure that junior creditor does not hold the deal hostage. They are truly the borrower's partner."

Who we are...

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.