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Financing a all other insurance related activities acquisition
The SBA 7(a) lenders funding the most all other insurance related activities acquisitions, ranked from public loan records — typical deal about $484K. A lender doing your industry every week underwrites faster and prices sharper.
Most active in all other insurance related activities
Ranked by funded all other insurance related activities acquisitions. Tap a lender to open its full record, or hit Get in touch for an introduction.
- 1.2 loans · $1M · Alpharetta, GAFull record →
- 2.2,539 loans · $965M · Columbus, OHFull record →
- 3.62 loans · $21M · Saint Cloud, MNFull record →
- 4.1 loans · $1M · Lincoln, NEFull record →
- 5.6 loans · $10M · Worthington, OHFull record →
12+ funded all other insurance related activities deals
Real SBA 7(a) acquisitions from public records — see who got funded, for how much, and by which lender. Tap any deal for the full record.
- Allways Insurance in Springfield, OR — $3.6M (2025) · purchase · First Bank of Central Ohio
- Program
- Preferred Lenders Program
- Rate at approval
- 10.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $2.7M (75%)
- Approval → funding
- 65 days
- Approved
- 5/28/2025
- First disbursed
- 8/1/2025
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Individual
- Secondary market
- Loan sold to investors
- Jobs supported
- 10
- Business age
- Change of Ownership
- Industry
- All Other Insurance Related Activities
If you were the buyer here
- Est. deal size
- $4.0M
- Est. down payment (10%)
- $395K
- Est. cash at closing
- $546K
- Monthly payment
- $47,473
- Annual debt service
- $570K
- Cash flow needed (1.25×)
- $712K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by First Bank of Central Ohio · Lender record →
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- Health Care Connect, LLC in Canton, MI — $2.0M (2024) · purchase · The Huntington National Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 7.9% fixed
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.5M (75%)
- Approval → funding
- 12 days
- Approved
- 9/18/2024
- First disbursed
- 9/30/2024
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 48
- Business age
- Change of Ownership
- Industry
- All Other Insurance Related Activities
If you were the buyer here
- Est. deal size
- $2.2M
- Est. down payment (10%)
- $218K
- Est. cash at closing
- $300K
- Monthly payment
- $23,671
- Annual debt service
- $284K
- Cash flow needed (1.25×)
- $355K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by The Huntington National Bank · Lender record →
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- Health Care Connect, LLC in Canton, MI — $350K (2024) · purchase · The Huntington National Bank
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Rate at approval
- 10.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $175K (50%)
- Approved
- 9/18/2024
- Loan status
- Committed
- Loan type
- Revolving line
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 48
- Business age
- Change of Ownership
- Industry
- All Other Insurance Related Activities
If you were the buyer here
- Est. deal size
- $389K
- Est. down payment (10%)
- $39K
- Est. cash at closing
- $52K
- Monthly payment
- $4,674
- Annual debt service
- $56K
- Cash flow needed (1.25×)
- $70K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by The Huntington National Bank · Lender record →
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- Mitten State Title Agency LLC in Grand Rapids, MI — $144K (2024) · purchase · The Huntington National Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 11.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $108K (75%)
- Approval → funding
- 32 days
- Approved
- 8/12/2024
- First disbursed
- 9/13/2024
- Loan status
- Paid in full (8/31/2025)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 2
- Business age
- Change of Ownership
- Industry
- All Other Insurance Related Activities
If you were the buyer here
- Est. deal size
- $160K
- Est. down payment (10%)
- $16K
- Est. cash at closing
- $21K
- Monthly payment
- $2,004
- Annual debt service
- $24K
- Cash flow needed (1.25×)
- $30K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by The Huntington National Bank · Lender record →
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- Ultimate Practice Solutions LLC in Clinton, IA — $675K (2023) · purchase · Citizens First Bank
- Program
- 7a General
- Rate at approval
- 8.5% fixed
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $506K (75%)
- Approval → funding
- 5 days
- Approved
- 9/24/2023
- First disbursed
- 9/29/2023
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 8
- Business age
- Change of Ownership
- Industry
- All Other Insurance Related Activities
If you were the buyer here
- Est. deal size
- $750K
- Est. down payment (10%)
- $75K
- Est. cash at closing
- $100K
- Monthly payment
- $8,369
- Annual debt service
- $100K
- Cash flow needed (1.25×)
- $126K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by Citizens First Bank
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- JEWEL STONE TITLE INSURANCE AGENCY INC in Lauderhill, FL — $2.2M (2021) · purchase · Pinnacle Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 6% variable
- Term
- 96 mo (8 yrs)
- SBA guaranteed
- $2.0M (90%)
- Approval → funding
- 30 days
- Approved
- 7/26/2021
- First disbursed
- 8/25/2021
- Loan status
- In workout — SBA bought the guarantee
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 9
- Business age
- Change of Ownership
- Industry
- All Other Insurance Related Activities
If you were the buyer here
- Est. deal size
- $2.4M
- Est. down payment (10%)
- $242K
- Est. cash at closing
- $334K
- Monthly payment
- $28,675
- Annual debt service
- $344K
- Cash flow needed (1.25×)
- $430K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by Pinnacle Bank · Lender record →
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- TDW Unlimited LLC in Marietta, GA — $792K (2020) · purchase · Touchmark National Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 5.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $594K (75%)
- Approved
- 5/1/2020
- Loan status
- Cancelled
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 5
- Business age
- Change of Ownership
- Industry
- All Other Insurance Related Activities
If you were the buyer here
- Est. deal size
- $880K
- Est. down payment (10%)
- $88K
- Est. cash at closing
- $121K
- Monthly payment
- $8,693
- Annual debt service
- $104K
- Cash flow needed (1.25×)
- $130K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by Touchmark National Bank · Lender record →
Your business? Claim this record · Request removal
- TDW Unlimited LLC in Marietta, GA — $694K (2020) · purchase · Touchmark National Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 6% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $520K (75%)
- Approval → funding
- 42 days
- Approved
- 8/19/2020
- First disbursed
- 9/30/2020
- Loan status
- Paid in full (9/30/2024)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 5
- Business age
- Change of Ownership
- Industry
- All Other Insurance Related Activities
If you were the buyer here
- Est. deal size
- $771K
- Est. down payment (10%)
- $77K
- Est. cash at closing
- $103K
- Monthly payment
- $7,700
- Annual debt service
- $92K
- Cash flow needed (1.25×)
- $116K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by Touchmark National Bank · Lender record →
Your business? Claim this record · Request removal
- E. Hamilton Onyekwere Insurance Agency, Inc. in Essex, MD — $581K (2020) · purchase · Touchmark National Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 6% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $436K (75%)
- Approved
- 5/1/2020
- Loan status
- Cancelled
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 5
- Business age
- Change of Ownership
- Industry
- All Other Insurance Related Activities
If you were the buyer here
- Est. deal size
- $646K
- Est. down payment (10%)
- $65K
- Est. cash at closing
- $86K
- Monthly payment
- $6,455
- Annual debt service
- $77K
- Cash flow needed (1.25×)
- $97K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by Touchmark National Bank · Lender record →
Your business? Claim this record · Request removal
- Denise Coleman Agency LLC in Central Square, NY — $364K (2020) · purchase · Touchmark National Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 6% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $273K (75%)
- Approved
- 5/1/2020
- Loan status
- Cancelled
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 4
- Business age
- Change of Ownership
- Industry
- All Other Insurance Related Activities
If you were the buyer here
- Est. deal size
- $404K
- Est. down payment (10%)
- $40K
- Est. cash at closing
- $54K
- Monthly payment
- $4,038
- Annual debt service
- $48K
- Cash flow needed (1.25×)
- $61K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by Touchmark National Bank · Lender record →
Your business? Claim this record · Request removal
- Denise Coleman Agency LLC in Central Square, NY — $364K (2020) · purchase · Touchmark National Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 6% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $273K (75%)
- Approval → funding
- 28 days
- Approved
- 6/2/2020
- First disbursed
- 6/30/2020
- Loan status
- Paid in full (9/30/2023)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 4
- Business age
- Change of Ownership
- Industry
- All Other Insurance Related Activities
If you were the buyer here
- Est. deal size
- $404K
- Est. down payment (10%)
- $40K
- Est. cash at closing
- $54K
- Monthly payment
- $4,038
- Annual debt service
- $48K
- Cash flow needed (1.25×)
- $61K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by Touchmark National Bank · Lender record →
Your business? Claim this record · Request removal
- LTS - Lease Tracking Services in Timonium, MD — $283K (2020) · purchase · Stearns Bank National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 7.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $212K (75%)
- Approval → funding
- 23 days
- Approved
- 11/7/2019
- First disbursed
- 11/30/2019
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 6
- Business age
- Change of Ownership
- Industry
- All Other Insurance Related Activities
If you were the buyer here
- Est. deal size
- $314K
- Est. down payment (10%)
- $31K
- Est. cash at closing
- $42K
- Monthly payment
- $3,359
- Annual debt service
- $40K
- Cash flow needed (1.25×)
- $50K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by Stearns Bank National Association · Lender record →
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DealRoom analysis of public SBA 7(a) lending records; ranked by funded acquisition loans to all other insurance related activities businesses. Mega-bank call-center lenders excluded.
Agent summary
How to finance a all other insurance related activities acquisition with an SBA 7(a) loan: the lenders that fund the most of them (from public records), typical cost, and what it takes to qualify. Touchmark National Bank funds the most. DealRoom is not a lender.
- $484K typical loan
- 6 lenders fund the industry
- 30 days typical to fund
Buyers researching a all other insurance related activities deal typically pre-qualify, then ask DealRoom to introduce a lender that funds the industry — free for buyers; agents submit a consented lead via the DealRoom MCP.
- 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.