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Oak Street Funding

Founded Year



Acquired | Acquired

Total Raised




About Oak Street Funding

Oak Street Funding is a family of diversified financial services companies that offers commission-based commercial financing exclusively for insurance professionals and third-party loan servicing for financial institutions.

Headquarters Location

8888 Keystone Crossing Suite 1700

Indianapolis, Indiana, 46240,

United States


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Latest Oak Street Funding News

Bank increases lending limit to CPA firms seeking mergers

Nov 3, 2021

1 Min Read REGISTER NOW Oak Street Funding, a First Financial Bank company that specializes in loans to CPAs, said it is doubling the lending limit for customers to support mergers and acquisitions, successions, technology investments and growth-focused initiatives at firms. The company said it is now providing loans of up to $30 million for CPA businesses in the niche vertical industries its lending team supports, a 50% increase in loan amounts previously available. Oak Street said its decision to increase capital available for CPAs’ business needs came in response to the current market, in which many firms are pursuing M&A deals and reviewing their succession plans as baby boomers continue to retire. “Recent data shows lending requests are trending upward,” said Oak Street Funding CEO Rick Dennen said in a statement Monday. “Meanwhile, business valuations have increased, with CPA practices seeing the cost of mergers, acquisitions, and other strategic opportunities climb beyond the comfort level of traditional capital sources. With the increase in our lending limit, Oak Street Funding continues to demonstrate our agility in quickly responding to the changing market.” The pace of M&A activity seems to have picked up this year, with a great many firms reporting deals in just the past few weeks as the economy continues to improve this year and firms need extra staff to grow amid an ongoing labor shortage.

Oak Street Funding Frequently Asked Questions (FAQ)

  • When was Oak Street Funding founded?

    Oak Street Funding was founded in 2003.

  • Where is Oak Street Funding's headquarters?

    Oak Street Funding's headquarters is located at 8888 Keystone Crossing, Indianapolis.

  • What is Oak Street Funding's latest funding round?

    Oak Street Funding's latest funding round is Acquired.

  • How much did Oak Street Funding raise?

    Oak Street Funding raised a total of $105M.

  • Who are the investors of Oak Street Funding?

    Investors of Oak Street Funding include First Financial Bancorp and BMO Harris Bank.

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