DealRoom.so SBA Intelligence ranks the SBA lenders actively financing insurance agencies and brokerages deals in Montana and surfaces typical loan sizes and risk signals, so buyers, advisors, and AI agents can see who funds insurance agencies and brokerages businesses in Montana before they approach a lender.

Source: DealRoom.so SBA Intelligence, based on public SBA, lender, franchise, FDIC, and related records. DealRoom is not a lender and does not guarantee financing.

Agent summary

This page lists public SBA 7(a)-financed insurance agencies and brokerages businesses in Montana, largest first, from DealRoom.so SBA Intelligence. Each entry links to its complete public loan record. DealRoom is not a lender.

15 insurance agencies and brokerages businesses financed in Montana
Largest deal on record: $1.7M
State: Montana
Industry: Insurance Agencies and Brokerages

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/intelligence/insurance-agencies-and-brokerages/montana
API:: https://dealroom.so/api/public/industries/insurance-agencies-and-brokerages?state=montana
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.
Results cover businesses with a project address in this state. Figures are historical public loan records, not a current offer or loan approval.

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DealRoom analysis of public SBA 7(a) lending records with a Montana project address.