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Monday 8am - 7pm Tuesday 8am - 7pm Wednesday 8am - 7pm Thursday 8am - 7pm Friday 8am - 7pm

Oak Street Funding

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United States
Indianapolis, IN
Oak Street Funding

Oak Street Funding is an expert in financing for insurance businesses, investment advisors, and CPAs.

Oak Street Funding (oakstreetfunding.com) is a First Financial Bank company with customized loan products and services for specialty lines of business including certified public accountants, registered investment advisors, insurance agents, and buy-here pay-here dealerships nationwide. We incorporate industry knowledge, easy-to-use technology, and exceptional employees to deliver top-quality service and capital products. With in-house sales, underwriting, and servicing teams, and direct access to the CEO and executive team, Oak Street Funding is well-positioned to meet lending needs of borrowers in all stages of the business life cycle. Our services include: Loans and lines of credit for acquisition, succession, partner buy-in, ownership transition, working capital, and debt consolidation.

11/03/2026

Cybersecurity isn’t just an IT issue, it’s a business risk.

Protecting client data means protecting your reputation, your relationships, and your ability to do business. Hear from Jonathan Trimble, co-founder and CEO of Bawn, on how to mitigate cyber risks in our recent webinar.

10/29/2026

When red flags show up during an acquisition, speed can’t come at the expense of security.

Jon Trimble, co-founder and CEO of Bawn, explains why suspicious activity in an environment should be a signal to pause, investigate, remediate, and confirm the risk is contained before moving forward.

10/28/2026

The Oak Street team is having a great time at Schwab IMPACT®2026 so far! Come by and see us at Booth 1000!

10/23/2026

Our discussion with Jonathan Trimble, co-founder of Bawn, is available now!

Keara Bradley, VP, Specialty Lending, joined Jon to discuss cybersecurity considerations during the growth and acquisition process, including:
▶️ Cyber due diligence
▶️ Fraud and payment risks
▶️ Protecting sensitive data

10/20/2026

Sometimes the hardest business decision is walking away when the numbers look right, but the fit doesn’t.

In this clip, Matt Lescault, Founder of TydeCo, shares why he pulled back from a deal at the finish line after recognizing a cultural misalignment.

10/16/2026

Accounting firms face heightened cybersecurity risk during tax season. How can you strengthen safeguards while supporting your firm’s growth?

Join Jonathan Trimble, Chief Marketplace Officer and Co-Founder of Bawn, for a discussion on cyber due diligence, fraud and payment risks, and protecting sensitive data.

Keara Bradley, VP, Specialty Lending, will moderate this live session.

Register here: https://hubs.li/Q04B2cNV0

10/15/2026

The Oak Street Funding team had an incredible time at the Insurance Agents & Brokers Young Agents Conference!

Miss us at the event? Connect with Amanda Milan here: https://hubs.li/Q04BhbSl0

10/14/2026

If you're only utilizing debt for inorganic growth, you're missing the plot.

Matt Lescault, Founder of TydeCo, explains why the real value of an acquisition comes from organically elevating the business after the deal, not just adding another book of business.

10/12/2026

Market cycles will always shift, but organic growth can help your agency stay competitive.

In our recent webinar, Brian Deitz, President and Partner at Reagan Consulting, shared strategies agencies can use to drive organic growth and build long-term value.

10/08/2026

Build an agency model that helps your people focus on what they do best.

In this webinar, Brian Deitz, President and Partner of Reagan Consulting, shares why leadership teams should design their business model around producers’ strengths, and support them with the right service team.

Address

8888 Keystone Crossing, Suite 1700
Indianapolis, IN
46240

Opening Hours

Monday	8am - 7pm
Tuesday	8am - 7pm
Wednesday	8am - 7pm
Thursday	8am - 7pm
Friday	8am - 7pm

Website

http://www.oakstreetfunding.com/

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