Resource Partner Details

Resource Partner Details

Oak Street Funding

Category: Business and Practice Management, E-Tools and Resources, Supplies, and Services

Year Founded: 2023

Contact Person: Adam Farag

Title/Designation: Lender

(317) 967-4742

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Firm Bio

Since 2003, financial services industry professionals have benefited from hundreds of millions of dollars in loans from Oak Street Funding, a direct, non-SBA lender. We help businesses succeed throughout their life cycles – from initial growth through the development stages and eventual divestiture of your firm. For us, it really is about relationships over transactions.

Our strong financing expertise, innovative technology, proprietary actuarial models and experienced team align to develop customized lending options to meet the growing demand for RIA financing. We can help you:
•Hire an additional partner
•Fund a partner buyout
•Initiate a succession plan
•Consolidate business debt
•Develop specialized services
•Enter new markets
•Invest in marketing strategy
•Upgrade technology

Take advantage of our cash-flow based financing to launch your growth initiatives without borrowing against your personal assets. We offer:
•Flexible structures (non-SBA loans)
•Funding up to $20 million
•Terms from 7 to 10 years
•Loans and lines of credit
•Quick, guided process
•In-house loan processing, underwriting and servicing

Description of Product or Service

Lending for Financial Advisors, CPA’s, and Insurance Businesses for Acquisitions, Succession Plans, Working Capital


8888 Keystone Crossing
Indianapolis, Indiana 46240

[email protected]

(317) 967-4742


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