Client Success Stories
Hear from Our Clients
See how Oak Street Funding helps business owners like you scale operations and extend their legacies.
A Tale of Two Firms: Diverging Paths to Successful Acquisition
There are many strategies for growth and no two firms will have the same path to success. In this case study, we highlight two very different firms who both used acquisition financing to advance their growth strategies.
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DryStone Capital: Debt Funded Innovation
Join John Henry, Founder and CEO of DryStone Capital, as he goes into detail about DryStone Capital's growth journey and the path they took to get to where they are today.
Gen 2 Partner Buy-In Success
Hear from Cornerstone Financial Planning Principals, Christina Traurig and Mackenzie Parsons, as they share their blueprint for a successful transition in succession planning, emphasizing the importance of being prepared as a G2 successor and involving all partners in the process.
The Benefits Of Debt Funded M&A Growth
Hear from Rob Santos, CEO of Arrowroot Family Office, as he discusses using debt to grow his firm without losing equity.
Preparing for a Successful Succession
Oak Street Funding helped Kelly Noonan, CEO and CFO of Willow Creek Wealth Management, prepare for growth through ownership transition by providing capital to support in creating a successful succession plan.
Using Debt to Support a Growth Strategy
Hear from David Hatter as he discusses how using debt was instrumental in the growth strategy for his insurance agency. He discusses managing existing debt, responsible balance sheets, and more.
Growing Through M&A
Oak Street Funding helped Richard Braun of Choice Insurance Agency scale and grow through acquisitions over a few years. Hear his story to learn about his growth trajectory and more.
Building Long Term Growth Relationships
Oak Street Funding supported Cresset through providing capital for their extensive growth. Hear from Chris Boehm as he talks about Cresset's growth.
RIA Firm Partnership
Listen to James Loftin, CEO of GER Loftin Wealth Advisors, LLC, share his experience working with Oak Street Funding.