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with the right M&A financing


Oak Street Funding has a deep understanding of insurance agency mergers and acquisitions - especially larger deals. From our inception, we’ve provided financing exclusively for insurance agents and brokers. Our industry expertise, cutting edge technology and unique financing has resulted in over $200 million in funds. We can help you finance investments with minimal out-of-pocket cost by leveraging agency commission streams.


Provided acquisition financing for buyer


GMI, Inc. March 1, 2012


Managing General Agency Lending advised by:


• Loan amounts up to $10,000,000


• Increase borrowing power by leveraging agency commission streams


• Competitive rates


Phoenix, AZ $2,000,000


Senior Term Facility Cash Management


1-866-OAK FUND | oakstreetfunding.com


Loans and lines of credit subject to approval. California residents: Loans made pursuant to a Department of Corporations California Finance Lenders License. Potential borrowers are responsible for their own due diligence on acquisitions.


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