Client Success Stories
Hear from Our Clients
See how Oak Street Funding helps business owners like you scale operations and extend their legacies.
Learn about Cornerstone Financial Planning's experience navigating the commercial loan process, including:
- Sculpting the Perfect Solution: Discover how Oak Street Funding and Cornerstone worked to create the solution for their partner buyout.
- Expert Guidance: Benefit from the advice of our experienced team.
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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.