Oak Street Funding Announces Strategic Partnership With OPTIS Partners LLC

INDIANAPOLIS, IN--(Marketwire - May 8, 2012) - Oak Street Funding (www.oakstreetfunding.com), the nation's leading lender for insurance professionals, announced today a new strategic partnership with 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.

"We are happy to be a referral source for OPTIS should its clients have a need for our services," says Joe Castaldi, vice president of business development at Oak Street Funding. "OPTIS has a proven track record assisting agents with the buying and selling process and we're excited to be working with them."

Based in Chicago, Ill., OPTIS Partners has been involved with M&A 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.

"We look forward to our partnership with Oak Street Funding," said Dan Menzer, principal of OPTIS. "We needed a capital resource to refer our clients in an M&A. We liked Oak Street's business model because they only focus on the insurance industry."

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. For more information, contact Oak Street Funding's business development and marketing department at 1-866-OAK-FUND or marketing.box@oakstreetfunding.com.

About Oak Street Funding
Carmel, Ind.-based Oak Street Funding (www.oakstreetfunding.com) is a family of diversified financial services companies that offers commission-based commercial financing exclusively for insurance professionals and third-party loan servicing for financial institutions. Oak Street Funding utilizes industry knowledge, proprietary technology and passion to deliver top-quality service and capital products to insurance and finance professionals nationwide. Oak Street Funding can be found on Twitter @OSFunding and on LinkedIn at http://www.linkedin.com/company/oak-street-funding.