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Working Capital

Businesses have working capital needs throughout their life cycle, from the development stages to divestiture. When it’s time to take your RIA firm to the next level through organic growth, Oak Street Funding can help.

A capital injection loan may be used to grow your business in any number of ways. For example, you could use the money to launch a new initiative to automate client services. Or you might want to expand your portfolio of investment options which could require additional staff and resources. You may have outgrown your current space and need funds to lease a larger office or building, or maybe it’s time for a build-out to update and improve your existing space.

Financing for RIAs

  • Flexible structures (non-SBA loans)
  • Terms up to 10 years
  • Loans/lines of credit

Uses of Capital

  • Mergers and acquisitions
  • Successions and owner buyouts
  • Business debt consolidation

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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SBA funding for RIAs may not be the best choice

An RIA ready to pursue a growth strategy will probably need some degree of outside funding. And since most RIA firms view themselves as small businesses, they may assume the best source is a Small Business Administration (SBA) loan obtained with the help of a local...

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Are your firm’s clients going gray?

There’s a funny thing about high school and college reunions: when we arrive, we’re shocked at how old everyone looks. We can pretend we’re not aging, but we can’t escape the fact that we’re growing a little older every day. Retirement may not be in our immediate...

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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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