As a business lending expert in specialty financing, Oak Street Funding has been successful nationwide in fulfilling the unique capital needs for insurance businesses, investment advisors, certified public accountants (CPAs), as well as third-party servicing for commercial, specialty financing portfolios. Our passion, client and employee-focused mindset […]
At Capital Resources, we know there is a prosperous future for insurance agents. We’ve lent more than $400 million to insurance agents just like you. It’s our specialty. We also offer key benefits you won’t find offered by most other […]
Agency Brokerage is a top national mergers and acquisitions firm serving individuals and companies seeking to value, acquire, optimize, or sell insurance agencies or brokerages. We are a professional transaction advisor, marketing organization, and intermediary between agency buyers and sellers. […]
Why hire our firm to value your insurance brokerage: 1. We are experienced merger & acquisition advisors. We only handle insurance brokerage valuations, sales and acquisitions; therefore, we are very much in-tune with the market value of an independent insurance […]
Since 2008, our experienced team of insurance and financial experts has been committed to helping Retail, Specialty, and MGA agencies secure the funding they need. We guide you through every step of the loan process—assisting with document preparation, organization, and […]
Much like an independent insurance agent, we have agreements with a large group of markets (lenders), we field underwrite, package, submit financing deals to our underwriters and then manage the process. STG offers more than 30 different lending programs custom […]
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