Insights

Nimble credit Great Oak Funding is an agile private lender specializing in mezzanine financing for growth-oriented existing companies, suggesting a sales angle focused on rapid funding and flexible terms to capture quick expansion opportunities.

Asset-based approach The company underwrites loans based on assets rather than solely cash flow, presenting a sales opening to discuss asset-backed financing solutions for businesses with valuable collateral but variable current cash flow.

Distressed-to-growth Management has a track record with distressed firms to guide them back to success, indicating a potential need for turnaround capital and advisory integration to stabilize and scale under new ownership or strategic plans.

Founder-focused Emphasis on maintaining founder ownership while capitalizing growth suggests positioning opportunities around founder-led expansion plans and retain ownership incentives in financing structures.

Growth-ready market Revenue range and employee size point to mid-market businesses entering scaling phases; prioritize outreach to firms preparing for acquisitions, capacity expansion, or market entry that require mezzanine funding and flexible security terms.

Similar companies to Great Oak Funding

Great Oak Funding Tech Stack

Great Oak Funding uses 8 technology products and services including WordPress, Google Workspace, jQuery, and more. Explore Great Oak Funding's tech stack below.

  • Content Management System
  • jQuery
    Javascript Libraries
  • Modernizr
    Javascript Libraries
  • X-Content-Type-Options
    Web & Portal Technology
  • Cloudflare Insights
    Web Analytics
  • Gravity Forms
    Web Platform Extensions
  • Sitelinks Search Box
    Web Tools And Plugins

Great Oak Funding's Email Address Formats

Great Oak Funding uses at least 1 email format:
Great Oak Funding Email FormatsExamplePercentage
FLast@greatoakfunding.comJDoe@greatoakfunding.com
100%

Frequently Asked Questions

What is Great Oak Funding's official website and social media links?

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Great Oak Funding's official website is greatoakfunding.com and has social profiles on LinkedIn and Crunchbase.

How much revenue does Great Oak Funding generate?

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As of September 2026, Great Oak Funding's annual revenue is estimated to be $10M - $25M.

What is Great Oak Funding's NAICS code?

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Great Oak Funding's NAICS code is 52 - Finance and Insurance.

How many employees does Great Oak Funding have currently?

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As of September 2026, Great Oak Funding has approximately 11 employees across 1 continents, including North America. Key team members include Chief Of Loan Operations: M. P., Administrative Director: A. W. and Sales Director: S. L. Explore Great Oak Funding's employee directory with LeadIQ.

What industry does Great Oak Funding belong to?

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Great Oak Funding operates in the Financial Services industry.

What technology does Great Oak Funding use?

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Great Oak Funding's tech stack includes WordPress, Google Workspace, jQuery, Modernizr, X-Content-Type-Options, Cloudflare Insights, Gravity Forms and Sitelinks Search Box.

What is Great Oak Funding's email format?

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Great Oak Funding's email format typically follows the pattern of FLast@greatoakfunding.com. Find more Great Oak Funding email formats with LeadIQ.

When was Great Oak Funding founded?

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Great Oak Funding was founded in 2015.
Great Oak Funding logo

Great Oak Funding

Financial ServicesOhio, United States11-50 Employees

Great Oak Funding is a private lender located in West Chester, Ohio, that provides mezzanine financing to established companies seeking growth capital. The firm focuses on supporting existing businesses with a track record of revenue by offering financing that can leverage a company’s assets and accommodate non-traditional security terms, including loan purchases and sale-leasebacks. Its approach emphasizes helping business owners develop growth strategies and ensure adequate capitalization while maintaining strong ownership with founders, aiming for long-term stability rather than rapid expansion. The company positions itself as an agile lender capable of quick decisions and short turnaround on loans, addressing the needs of businesses with short-term capital requirements. The management team brings experience in guiding distressed companies back toward viability, providing both guidance and capital as part of its service model. Great Oak Funding serves the broader financial services industry by combining asset-based assessment with flexible financing solutions to support growth and operational resilience. The firm is based in the Cincinnati metropolitan region, aligning its operations with local businesses seeking capital to expand or restructure.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Founded
2015
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    Great Oak Funding's revenue is estimated to be in the range of $10M - $25M

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