7 funding session
Post on 30-Jun-2015
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w w w . M e r g e r s A n d A c q u i s i t i o n s S e m i n a r . c o m
• A niche lender founded 11 years ago with a focus on lending to insurance agencies, headquartered in Carmel, Indiana
• Partnered with strong capital providers • Owned by Angelo Gordon & Co. since 2010• Over 2,000 loans funded for more than $450MM• Commission stream based lending product with loan amount
up to $15MM and terms as long as 12 years• Team of experts with broad lending and insurance
backgrounds
Oak Street Funding
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Summary
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Types of Financing Available• Acquisition
– Fold‐in or stand alone
• Perpetuation– One partner or several
• Stock Loans– Custom Program for your agency
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w w w . M e r g e r s A n d A c q u i s i t i o n s S e m i n a r . c o m
PRESENTED BY:
w w w . M e r g e r s A n d A c q u i s i t i o n s S e m i n a r . c o m
mattsprang@westfieldgrp.com
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