Chalice Advisor Lending Solutions

Chalice Advisor Lending Solutions

  • Description
  • Advantage
  • Benefits
Join today’s long-term market leader, Oak Street Funding, in commercial financing to help take your business to the next level.

Looking for ways to fuel growth for your business? Whether it’s completing an acquisition, consolidating debt or facilitating succession or sales, we have the solution that’s right for you.

Oak Street Funding supports professionals through all stages of the business life cycle with direct, non-SBA, cash-flow based financing without borrowing against your assets.

Benefit from quick turn times on term sheets, waiver of deposit and lower origination and interest fees. Gain access to tailored lending options designed to put you on the path to success.

Have an opportunity in mind? Looking to buy in next 3 to 6 months? Let's get started. 

Chalice Advantage

Chalice members enjoy the following advantages in addition to the benefits provided by Oak Street.

  • 10%-15% savings over the lifetime of the loan
  • Pre-approval in 48-hours
  • Quicker turn times on term sheet
  • Lower origination fee (0.5% lower than the market)
  • Lower interest rate


Take advantage of Oak Street Funding's direct, non-SBA, cash-flow based financing without borrowing against your assets. 

  • Loans up to $30 million
  • Preferred terms up to 10 years
  • Line of credit options
  • In-house processing and servicing
  • Experienced team with focused lending & specialty backgrounds
  • Non-SBA Portfolio Lender
  • Depository and Treasury Management Services – First Financial Bank
  • Funds can be used for:
  • Merger and acquisitions
  • Working capital
  • Business debt restructuring
  • Partner buy-ins/buyouts and successions