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Reata PG Holdings, LLC — SBA Loan Record (Austin, TX) | DealRoom

Intelligence/Insurance Agencies and Brokerages/TX

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SBA lending record

Reata PG Holdings, LLC

3503 Wild Cherry Drive, Austin, TX 78738 · Insurance Agencies and Brokerages. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$745K

Total SBA financing

1

Loan on record

FY2020

On record

5

Jobs supported

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

Is Reata PG Holdings, LLC 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

$745,000 — FY2020

Gross approval: $745,000
SBA guaranteed: $558,750 (75%)
Status: Current
Rate at approval: 5.73% f
Term: 302 mo (25 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 12/11/2019
First disbursement: 12/31/2019
Days to fund: 20 days
Collateral: Required
Jobs supported: 5
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Insurance Agencies and Brokerages
NAICS code: 524210
Lender: First-Citizens Bank & Trust Company
Address: 3503 Wild Cherry Drive
City: Austin, 78738
County: Travis
SBA district office: SAN ANTONIO DISTRICT OFFICE
Congressional district: 21

The lender

First-Citizens Bank & Trust Company

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 Texas Lenders for insurance agencies and brokerages Insurance Agencies and Brokerages lenders in Texas

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.

Sotelo Agency Group, LLC

Austin, TX· ~14 mi

Insurance Agencies and Brokerages

$733K
SBA financing: ≈ $1.4M–$2.4M
Est. revenue (rough)

Lil John Wayne Realty, LLC

Bee Cave, TX· ~4 mi

Insurance Agencies and Brokerages

$1.2M
SBA financing: ≈ $2.3M–$3.8M
Est. revenue (rough)

Resa Holdings LLC

Cedar Park, TX· ~15 mi

Insurance Agencies and Brokerages

$588K
SBA financing: ≈ $1.2M–$1.9M
Est. revenue (rough)

Briana Nicholson LLC

Austin, TX· ~9 mi

Insurance Agencies and Brokerages

$1.1M
SBA financing: ≈ $2.1M–$3.5M
Est. revenue (rough)

Saxon Hall LLC

Austin, TX· ~17 mi

Insurance Agencies and Brokerages

$738K
SBA financing: ≈ $1.4M–$2.4M
Est. revenue (rough)

JOSH TOLLETT AGENCY, LLC

Lakeway, TX· ~4 mi

Insurance Agencies and Brokerages

$2.1M
SBA financing: ≈ $4.2M–$7.0M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for Reata PG Holdings, LLC in Austin, TX (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 $745K
On record FY2020
5 jobs supported
Industry: Insurance Agencies and Brokerages
Location: Austin, TX
Lender: First-Citizens Bank & Trust Company

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Insurance Agencies and Brokerages businesses in TX for ~$745k 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/reata-pg-holdings-llc-tx
API:: https://dealroom.so/api/public/businesses/reata-pg-holdings-llc-tx
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 Reata PG Holdings, LLC 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 Reata PG Holdings, LLC.