Insurance Agency Loans
This is a list of lenders who specialize in financing the purchase of insurance agencies.
Oak Street Funding
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 […]
Latest News
Latest News
- Jencap Acquires Concorde General Agency
- Insurance Markets Continue to Soften as Capacity and Competition Increase
- King Risk Partners Acquires Conover Beyer Associates Insurance
AgencyEquity Guides
- Guide to Transitioning from a Captive to an Independent Insurance Agency
- Guide to Transferring Assets After an Insurance Agency Acquisition
- Guide to Choosing an Insurance Agency Network
Agency Management
- Partnering With a Retired Pro Athlete Could Be as Impactful as a Major Agency Acquisition
- The Preferred Insurance Markets are Improving, Creating Opportunities for Startup Insurance Agencies
- What Impact Will AI Have on Insurance Agencies?
Agency Products and Services
- Convene Risk Partners: Experts in Insurance Agency E&O Coverage
- Leaving a Captive or Franchise Agency? Why Your E&O Application Deserves More Attention
- EzCOI Helps Insurance Agencies Eliminate COI Bottlenecks While Delivering Better Client Service
E&O/Legal Cases
- Can an Insurance Agency Sue a Customer for Defamation Over an Online Review?
- Agencies Were Left in a Bind: Lessons from the Astonish Results Litigation
- Agency Attempts to Bind Prior to a Hurricane, Results in a Legal Battle With Client







