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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.
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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.