OnPoint with Oak Street Funding

S8E3 S8. EP. 3 - How to Finance Insurance M&A with INS Capital

In this episode of the OnPoint Podcast, we dive into the world of insurance M&A to look at how agencies are securing financing for a successful acquisition. President of INS Capital, Chris…

S8E2 S8. EP. 2 - Famously Friendly Growth: The RightSure Insurance Story

In this episode of the OnPoint Podcast, Matt Staninger, Market Research Analyst at Oak Street Funding, is joined by Jeff Arnold, Founder at RightSure Insurance, to discuss RightSure’s growth journey.…

S8E1 S8. EP. 1 - Next Generation CPAs: The State of Accounting in 2026 with Evans May Advisory

In this episode of the OnPoint Podcast, we sit down with Steve Blake, Senior Managing Director at Evans May Advisory, and Owen Pryor, Managing Director at Evans May Advisory, to discuss the current…

S7E8 S7. Bonus - Best of 2025

Before we return in the New Year, enjoy our "Best of 2025" #OnPointPodcast episode packed with highlights and insights from our expert guests this past year! Thank you to all of our esteemed…

S7E7 S7. EP. 7 - Underwriting for M&A with Oak Street Funding

When it comes to M&A, underwriters have a great many things they are considering and analyzing to ensure a smooth deal for the buyers and sellers. In this episode of the OnPoint podcast, Rob…

S7E6 S7. EP. 6 - M&A Cybersecurity Considerations with KSM and Reveal Risk

Join Ben Phillips, Director of IT Risk Advisory Services at KSM, and Cody Rivers, Managing Director at Reveal Risk, as they dive into cybersecurity considerations when it comes to mergers and…

S7E5 S7. EP. 5 - Decoding The New Tax Bill: With Evans May Advisory

In this special edition of OnPoint Podcast, Steve Blake, Senior Managing Advisor at Evans May Advisory, joins Matt Staninger, Market Research Analyst at Oak Street Funding, to discuss the One Big…

S7E4 S7. EP. 4 - Accelerate Agency M&A: The DeLuca Agency Story

Steve DeLuca, President & Owner of The DeLuca Agency, joins the OnPoint Podcast to discuss how he built a thriving agency from the ground up. Discover his unique strategies for growth, leveraging…

S7E3 S7. EP. 3 - Path to Succession: Navigating Partner Buy-In

Alicia Chandler, President of Oak Street Funding, joins Matt Staninger, Market Research Analyst at Oak Street Funding, to build off our Mid-Year Update webinar to talk about partner buy-in and…

S7E2 S7. EP. 2 - Scratch to Success: The Clearview Insurance Growth Story

Listen as Brian Kutayiah, founder of Clearview Insurance, shares his story of building a thriving independent insurance agency with over $50 million in premium in just 3.5 years. He will discuss what…

S7E1 S7. EP. 1 - Persistence in Innovation with DryStone Capital

Listen as John Henry of DryStone Capital shares his unique story of growth. What he began as an internet startup has bloomed into innovation in the insurance space. He discusses the struggles of…

S6. EP. 5 - Strategic Growth: Building Buy-In and Driving Results with Alicia Chandler

Alicia Chandler, President of Oak Street Funding, joins Susie McEuen to discuss strategies for growth, strategic planning, and attracting and retaining talent in 2025.

S6E4 S6. EP. 4 - Navigating Tax Implications in 2025 with Rob Roach and Steve Blake

Stephen Blake of CBIZ joins Robert Roach, Director of Underwriting at Oak Street Funding, to discuss tax implications in 2025, their impact on the M&A landscape, and tax-effective strategies for…

S6E1 S6. Bonus - Best of 2024

S6E3 S6. EP. 3 - From the Carson Group: Know Your Worth with Alicia Chandler

Alicia joins Michael Belluomini and Jeff Harris of the Carson Group to discuss the current interest rate environment, financing options for buyers who are looking to explore inorganic growth, and…

S6E2 S6. EP. 2 - Propelling Growth to Fuel Your Legacy with David Bahnsen

Listen as Susie McEuen, VP of Strategic Markets Sales at Oak Street Funding, interviews David Bahnsen in this special season 6 episode! David Bahnsen is the founder, Managing Partner, and Chief…

S5E5 S5. EP. 5 - Deep Dive into the 5 C's: Understanding Credit

Join Rob Roach, Director of Underwriting at Oak Street Funding, as he digs deeper into the 5C’s of Credit and best business practices from our webinar, Beyond Underwriting: Strategy and Insights. In…

S5E4 S5. EP. 4 - Creative M&A Deals for Advisor Growth with MarshBerry

Join Rob Madore, Vice President of Financial Advisory at MarshBerry, and Adam Farag, Vice President of Sales at Oak Street Funding, as they dig deeper into the topics of our webinar, Uncover M&A…

S3. EP. 1 - A Founder's Story - with Leslie Nester of Fox Insurance Agencies

S2. Bonus Episode - The Value of Inclusivity_ A Conversation with Kirsten Petras and Sarah Turner