Investment Range
Up to $30M USD
Close Timeline
Standard — 30–60 days
Deal Types
Senior, Revolving Credit
Sectors
—
Geographies
North America
AUM
$1B
Headquarters
United States
Oak Street Funding is a direct, non-SBA specialty lender founded in 2003 and headquartered in the United States, with over $1B in assets. It provides cash-flow-based term loans and lines of credit for acquisitions, succession and partner buy-ins, working capital, and debt restructuring to insurance businesses, RIAs/IARs, CPA firms, and buy-here-pay-here dealerships. Loans are collateralized by recurring revenue rather than personal assets, with terms up to 10 years, and the firm owns and services its loans through their full term.
This fund is handled through a TerraNova banker engagement — not a self-serve intro fee.
Banker engagement
Contacting Oak Street Funding through TerraNova is an advisory path — materials, diligence readiness, and process — not a low-fee self-serve intro.
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Profile and contact information is compiled from public sources and TerraNova's own research. It is not provided or endorsed by the fund, and accuracy is not guaranteed.