My experience with Oakstreet Funding, and most specifically with Ms. Shannon Kinser has been an excellent, professional experience. Oakstreet Funding provides an extremely important resource to independent insurance agents desirous of growing through M&A activity with a knowledgeable lender. Understanding the nuances of the insurance agency system with a clear desire to "make it happen" is both refreshing and encouraging. I have recommended them and Shannon to multiple other agents seeking to grow in this way.
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Oak Street Funding is an expert in specialty financing. Oak Street partners with insurance businesses, registered investment advisors (RIAs), certified public accountants (CPAs), energy providers, Buy Here-Pay Here auto dealerships, and franchise restaurants under the First Franchise Capital brand, as well as third-party servicing for commercial, specialty financing portfolios.See more