Oak Street Funding

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 servi

ce 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.

🎉 We’re excited to welcome Brandon Whitslar to the Oak Street Funding team!Brandon is joining our sales team serving ins...
04/22/2026

🎉 We’re excited to welcome Brandon Whitslar to the Oak Street Funding team!

Brandon is joining our sales team serving insurance agency owners nationwide. Please join us in welcoming him!

Are you attending BIG I Minnesota INSURCON later this month?Join Oak Street Funding's Justin McKeand and Amanda Milan in...
04/16/2026

Are you attending BIG I Minnesota INSURCON later this month?

Join Oak Street Funding's Justin McKeand and Amanda Milan in Prior Lake, MN, from April 29th - 30th!

🎉 We’re excited to welcome Amanda Milan to the Oak Street Funding team!Amanda is joining our sales team serving insuranc...
04/07/2026

🎉 We’re excited to welcome Amanda Milan to the Oak Street Funding team!

Amanda is joining our sales team serving insurance agencies nationwide. Please join us in welcoming her!

04/06/2026

It's becoming more and more common for sellers to stick around for a transition period after an acquisition.

President at INS Capital, Chris McAtee, breaks down the typical transition timelines he sees for buyers and sellers in this clip from our recent episode.

Wishing you a Happy Easter weekend from Oak Street Funding!Note: We will be closed on Friday, April 3rd in observance of...
04/03/2026

Wishing you a Happy Easter weekend from Oak Street Funding!

Note: We will be closed on Friday, April 3rd in observance of Good Friday.

[LIVE] In this episode of the , Chris McAtee, President of INS Capital, joins Alex Weaver to dive into the world of ins...
03/27/2026

[LIVE] In this episode of the , Chris McAtee, President of INS Capital, joins Alex Weaver to dive into the world of insurance M&A and discuss financing options.

The Oak Street team is having a great time in Scottsdale at the Barron’s Advisor Independent Summit!Make sure to come sw...
03/25/2026

The Oak Street team is having a great time in Scottsdale at the Barron’s Advisor Independent Summit!

Make sure to come swing by Booth 13 to say hello to Jay and Adam!

🎉 We’re excited to welcome Matt Kilway to the Oak Street Funding team!Matt is joining our sales team, serving RIA firms ...
03/25/2026

🎉 We’re excited to welcome Matt Kilway to the Oak Street Funding team!
Matt is joining our sales team, serving RIA firms nationwide. Please join us in welcoming him!

03/19/2026

The key to successful growth? Have a plan before infusing capital.

Matt Reynolds, President of Thurston Capital, outlines the essential steps for preparing for growth financing, emphasizing internal culture and strategies for organic growth.

We are thrilled to officially welcome the valued clients and talented team members of Westfield Bank to Oak Street Fund...
03/17/2026

We are thrilled to officially welcome the valued clients and talented team members of Westfield Bank to Oak Street Funding!

For support or account related questions, please call our dedicated Westfield Bank conversion hotline at 844-343-1336 where our team is standing by ready to help you.

The Oak Street team had a fantastic time at Future Proof Citywide in Miami Beach!Thanks to everyone who swung by the boo...
03/11/2026

The Oak Street team had a fantastic time at Future Proof Citywide in Miami Beach!

Thanks to everyone who swung by the booth to catch up and to all our partners who joined us for meetings. See you at the next one!

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

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