7 fundingsessionwestfieldbankandoakstreeta

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V

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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

• 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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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

Summary

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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

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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

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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

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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

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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

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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

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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

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

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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

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

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