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EVERGREEN INSURANCE AGENCY, INC. — SBA Loan Record (Middletown, NY) | DealRoom

Intelligence/Insurance Agencies and Brokerages/NY

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SBA lending record

EVERGREEN INSURANCE AGENCY, INC.

690 ROUTE 211 E, Middletown, NY 10941 · Insurance Agencies and Brokerages. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$104K

Total SBA financing

1

Loan on record

FY2024

On record

1

Jobs supported

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

Is EVERGREEN INSURANCE AGENCY, INC. 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

$104,000 — FY2024

Gross approval: $104,000
SBA guaranteed: $88,400 (85%)
Status: Current
Rate at approval: 13.25% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 9/16/2024
First disbursement: 9/18/2024
Days to fund: 2 days
Collateral: None
Sold on secondary market: Yes
Jobs supported: 1
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Insurance Agencies and Brokerages
NAICS code: 524210
Lender: BayFirst National Bank
Address: 690 ROUTE 211 E
City: Middletown, 10941
County: Orange
SBA district office: NEW YORK DISTRICT OFFICE
Congressional district: 18

The lender

BayFirst National Bank

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 insurance agencies and brokerages — by location, industry.

SBA lenders in New York Lenders for insurance agencies and brokerages Insurance Agencies and Brokerages lenders in New York

Similar businesses

Comparable insurance agencies and brokerages in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.

J Petion Agency LLC

Bloomingburg, NY· ~6 mi

Farmers Insurance Exchange - Reserve Agent Appointment Agree

$100K
SBA financing: ≈ $196K–$327K
Est. revenue (rough)

DAN COUSE INSURANCE AGENCY INC.

Ellenville, NY· ~18 mi

Insurance Agencies and Brokerages

$144K
SBA financing: ≈ $282K–$471K
Est. revenue (rough)

Lichters Insurance Agency Inc

Monsey, NY· ~28 mi

Insurance Agencies and Brokerages

$113K
SBA financing: ≈ $222K–$369K
Est. revenue (rough)

ASM CONSULTANTS INC.

Spring Valley, NY· ~28 mi

Insurance Agencies and Brokerages

$130K
SBA financing: ≈ $255K–$425K
Est. revenue (rough)

C & R ALL RISKS INC.

Central Valley, NY· ~16 mi

Insurance Agencies and Brokerages

$221K
SBA financing: ≈ $434K–$723K
Est. revenue (rough)

LANDAU FINANCIAL INC

Monroe, NY· ~14 mi

Insurance Agencies and Brokerages

$41K
SBA financing: ≈ $80K–$134K
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for EVERGREEN INSURANCE AGENCY, INC. in Middletown, NY (Insurance Agencies and Brokerages). 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 $104K
On record FY2024
1 jobs supported
Industry: Insurance Agencies and Brokerages
Location: Middletown, NY
Lender: BayFirst National Bank

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Insurance Agencies and Brokerages businesses in NY for ~$104k 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 2026-06-17.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.
Canonical:: https://dealroom.so/businesses/evergreen-insurance-agency-inc-ny
API:: https://dealroom.so/api/public/businesses/evergreen-insurance-agency-inc-ny
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 EVERGREEN INSURANCE AGENCY, INC. 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 EVERGREEN INSURANCE AGENCY, INC..