Oak Street Funding, headquartered in Carmel, Ind., announced a new strategic partnership with Chicago-based OPTIS Partners LLC.
OPTIS Partners is a small group of insurance and finance professionals with extensive insurance industry experience. The referral partnership provides new funding options to OPTIS clients who need capital to buy, build or sell their agencies.
OPTIS Partners has been involved with merger and acquisition transactions representing both buyers and sellers, and provided fair market valuations and ownership perpetuation strategies for countless agencies throughout the country. Since 2005, OPTIS has represented more than 50 buyers and sellers transactions ranging in value from $500,000 to over $25,000,000.
Through its Strategic Partner Program, Oak Street Funding works with companies to enhance the value of their business network and build greater allegiance with members and colleagues by simply referring agents to a trusted source of operating and growth capital.
Source: Oak Street Funding