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Cassidy Insurance Group — SBA Loan Record (Fort Myers, FL) | DealRoom

Intelligence/All Other Specialty Trade Contractors/FL

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SBA lending record

Cassidy Insurance Group

7021 Constitution Blvd STE 3, Fort Myers, FL 33967 · All Other Specialty Trade Contractors. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$956K

Total SBA financing

1

Loan on record

FY2022

On record

3

Jobs supported

● business — business location is the ZIP-area centroid from the public record

Is Cassidy Insurance Group your business?

This record comes from public government lending data. Claim it to correct the details or tell your story — or ask us to take it down.

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The loan

$956,000 — FY2022

Gross approval: $956,000
SBA guaranteed: $717,000 (75%)
Status: Current
Rate at approval: 7.5% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 7/22/2022
First disbursement: 8/1/2022
Days to fund: 10 days
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 3
Business type: Corporation
Business age: New Business or 2 years or less
Industry: All Other Specialty Trade Contractors
NAICS code: 238990
Lender: First Internet Bank of Indiana
Address: 7021 Constitution Blvd STE 3
City: Fort Myers, 33967
County: Lee
SBA district office: SOUTH FLORIDA DISTRICT OFFICE
Congressional district: 19

The lender

First Internet Bank of Indiana

1 loan to this businessFull SBA lending record + branches on the lender page →

Find SBA lenders for businesses like this

The banks most active funding all other specialty trade contractors — by location, industry.

SBA lenders in Florida Lenders for all other specialty trade contractors All Other Specialty Trade Contractors lenders in Florida

Similar businesses

Comparable all other specialty trade contractors in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.

Tag Media Group LLC

Fort Myers, FL· ~1 mi

All Other Specialty Trade Contractors

$1.2M
SBA financing: ≈ $2.4M–$3.9M
Est. revenue (rough)

BelleTerre Services Corporation

Fort Myers, FL· ~1 mi

All Other Specialty Trade Contractors

$1.7M
SBA financing: ≈ $3.4M–$5.7M
Est. revenue (rough)

JC Burton Companies, Inc.

Bonita Springs, FL· ~6 mi

All Other Specialty Trade Contractors

$935K
SBA financing: ≈ $1.8M–$3.1M
Est. revenue (rough)

Tag Media Group LLC DBA Gulf Coast Aluminum

Fort Myers, FL· ~1 mi

All Other Specialty Trade Contractors

$500K
SBA financing: ≈ $980K–$1.6M
Est. revenue (rough)

BENCHMARK GENERAL CONTRACTORS

Fort Myers, FL· ~9 mi

All Other Specialty Trade Contractors

$800K
SBA financing: ≈ $1.6M–$2.6M
Est. revenue (rough)

B & J Linings, Inc.

Fort Myers, FL· ~13 mi

All Other Specialty Trade Contractors

$1.4M
SBA financing: ≈ $2.7M–$4.6M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for Cassidy Insurance Group in Fort Myers, FL (All Other Specialty Trade Contractors). DealRoom compiles public SBA loan data, lender activity, and business signals to help buyers and advisors evaluate acquisition financing — it does not list this business for sale.

1 SBA 7(a) loan totaling $956K
On record FY2022
3 jobs supported
Industry: All Other Specialty Trade Contractors
Location: Fort Myers, FL
Lender: First Internet Bank of Indiana

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with All Other Specialty Trade Contractors businesses in FL for ~$956k deals, then pre-qualify for 7(a) financing before making an offer. DealRoom can arrange a lender introduction — free for buyers.

Next steps

Pre-qualify this deal→Talk to a loan broker→Find SBA lenders→Compare similar deals→

Data freshness:: SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-16.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.
Canonical:: https://dealroom.so/businesses/cassidy-insurance-group-fl
API:: https://dealroom.so/api/public/businesses/cassidy-insurance-group-fl
Methodology:: Sources & methodology

Informational only — DealRoom does not confirm this entity is for sale, eligible for SBA financing, or approved by any lender.
Figures come from public records and DealRoom methodology; verify before relying on them.
Financing figures are historical loan records, not a current offer or a loan approval. DealRoom is not a lender.

Is Cassidy Insurance Group your business?

This page was built from public lending data. Claim it free to correct the details, tell your story, and control how your business shows up — or ask us to take it down.

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DealRoom listing built from public SBA 7(a) lending records. Figures are as reported; verify before relying on them. Not affiliated with Cassidy Insurance Group.