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Industries we serve

Insurance professionals

We provide insurance agency loans up to $5 million for acquisition, perpetuation financing, book financing, debt consolidation or real estate purchase.

We provide efficient financing for insurance agencies

We are a proven national lender to small businesses. When you need a term loan with minimal cash required to acquire, perpetuate your practice, consolidate debt or finance/expand your book of business we stand ready to help.

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Loan opportunities for insurance professionals

As an insurance professional, you may be in search of a loan to:

  • Acquire an agency or perpetuate your business
  • Finance or expand your book of business
  • Consolidate existing debt over a longer term. Can cut monthly costs in half and free up cash flow for expansion
  • Purchase a building for your agency to operate in
Businessman sitting at table with laptop

You need cash injection financing

  • We deliver loans up to $5 million, based on need
  • You can close 45-60 days of signed commitment letter
  • Competitive fixed and variable rates
  • 10 to 25-year terms based on the loan purpose with no balloons or calls


Recent deals we've closed

Here are some of the recent transactions we have completed for clients to give you a better understanding of the work we can do for you.

View all recent deals
Small Business Lending

Insurance professional


Practice acquisition

Small Business Lending

Insurance professional


Refinance and building acquisition

Small Business Lending

Insurance professional


Building acquisition, renovation + working capital

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We are focused on your needs

Our experienced lending team has originated well over $4 billion of small business loans. Our capabilities include:

  1. Loans ranging in size from $25,000 to $8 million
  2. SBA 7(a) and SBA 504 loans anywhere in the US
  3. Higher LTV than traditional loan products
  4. Lending to dozens of industries, including franchises, physicians, veterinarians, professional offices, insurance agencies and many more. We are also a designated SBA preferred lender.


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