Industry · lender intelligence
Financing a claims adjusting acquisition
The SBA 7(a) lenders funding the most claims adjusting acquisitions, ranked from public loan records — typical deal about $588K. A lender doing your industry every week underwrites faster and prices sharper.
Most active in claims adjusting
Ranked by funded claims adjusting acquisitions. Tap a lender to open its full record, or hit Get in touch for an introduction.
- 1.1,296 loans · $1.4B · Wilmington, NCFull record →
- 2.16 loans · $13M · Dearborn, MIFull record →
- 3.47 loans · $39M · Greenville, PAFull record →
- 4.36 loans · $51M · Carmel, INFull record →
- 5.318 loans · $229M · Osage Beach, MOFull record →
- 6.242 loans · $281M · Chicago, ILFull record →
- 7.6 loans · $6M · Wellsville, MOFull record →
- 8.36 loans · $35M · Memphis, TNFull record →
- 9.41 loans · $21M · Wichita, KSFull record →
17+ funded claims adjusting 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.
- Legacy Claims Adjusting LLC in Wichita, KS — $566K (2026) · purchase · Emprise Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 7.56% fixed
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $424K (75%)
- Approved
- 1/28/2026
- Loan status
- Committed
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 9
- Business age
- Change of Ownership
- Industry
- Claims Adjusting
If you were the buyer here
- Est. deal size
- $628K
- Est. down payment (10%)
- $63K
- Est. cash at closing
- $84K
- Monthly payment
- $6,730
- Annual debt service
- $81K
- Cash flow needed (1.25×)
- $101K
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 Emprise Bank · Lender record →
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- Property Loss Services, Inc in Peachtree Corners, GA — $520K (2024) · purchase · First Horizon Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 11% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $390K (75%)
- Approval → funding
- 21 days
- Approved
- 6/10/2024
- First disbursed
- 7/1/2024
- Loan status
- Paid in full (9/30/2025)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 11
- Business age
- Change of Ownership
- Industry
- Claims Adjusting
If you were the buyer here
- Est. deal size
- $578K
- Est. down payment (10%)
- $58K
- Est. cash at closing
- $77K
- Monthly payment
- $7,163
- Annual debt service
- $86K
- Cash flow needed (1.25×)
- $107K
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 Horizon Bank · Lender record →
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- Edwin-Claude II, Inc. in Monroe City, MO — $1.4M (2023) · purchase · American Bank of Freedom
- Program
- Preferred Lenders Program
- Rate at approval
- 9% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.0M (75%)
- Approval → funding
- 5 days
- Approved
- 3/31/2023
- First disbursed
- 4/5/2023
- Loan status
- Paid in full (5/31/2025)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 2
- Business age
- Change of Ownership
- Industry
- Claims Adjusting
If you were the buyer here
- Est. deal size
- $1.5M
- Est. down payment (10%)
- $155K
- Est. cash at closing
- $212K
- Monthly payment
- $17,633
- Annual debt service
- $212K
- Cash flow needed (1.25×)
- $264K
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 American Bank of Freedom · Lender record →
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- Confia Insurance Agency, LLC in Tomball, TX — $820K (2023) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 8.14% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $615K (75%)
- Approval → funding
- 16 days
- Approved
- 12/13/2022
- First disbursed
- 12/29/2022
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 2
- Business age
- Change of Ownership
- Industry
- Claims Adjusting
If you were the buyer here
- Est. deal size
- $911K
- Est. down payment (10%)
- $91K
- Est. cash at closing
- $125K
- Monthly payment
- $10,010
- Annual debt service
- $120K
- Cash flow needed (1.25×)
- $150K
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 Live Oak Banking Company · Lender record →
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- Leake Acquisitions LLC in Normal, IL — $778K (2023) · purchase · First Foundation Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 10.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $584K (75%)
- Approval → funding
- 21 days
- Approved
- 9/22/2023
- First disbursed
- 10/13/2023
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 11
- Business age
- Change of Ownership
- Industry
- Claims Adjusting
If you were the buyer here
- Est. deal size
- $865K
- Est. down payment (10%)
- $86K
- Est. cash at closing
- $119K
- Monthly payment
- $10,391
- Annual debt service
- $125K
- Cash flow needed (1.25×)
- $156K
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 Foundation Bank
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- Peierl Inc. in Green Bay, WI — $453K (2023) · purchase · Byline Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 10.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $340K (75%)
- Approval → funding
- 5 days
- Approved
- 1/12/2023
- First disbursed
- 1/17/2023
- 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
- Claims Adjusting
If you were the buyer here
- Est. deal size
- $503K
- Est. down payment (10%)
- $50K
- Est. cash at closing
- $67K
- Monthly payment
- $6,049
- Annual debt service
- $73K
- Cash flow needed (1.25×)
- $91K
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 Byline Bank · Lender record →
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- IAnet, Inc. in Phoenix, AZ — $3.2M (2022) · purchase · First Bank of the Lake
- Program
- Preferred Lenders Program
- Rate at approval
- 7.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $2.4M (75%)
- Approval → funding
- 2 days
- Approved
- 8/29/2022
- First disbursed
- 8/31/2022
- Loan status
- Payments deferred
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 38
- Business age
- Change of Ownership
- Industry
- Claims Adjusting
If you were the buyer here
- Est. deal size
- $3.6M
- Est. down payment (10%)
- $356K
- Est. cash at closing
- $491K
- Monthly payment
- $37,568
- Annual debt service
- $451K
- Cash flow needed (1.25×)
- $564K
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 the Lake · Lender record →
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- NORTH84 LLC in Plainfield, IN — $845K (2022) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 5.9% fixed
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $634K (75%)
- Approval → funding
- 128 days
- Approved
- 4/4/2022
- First disbursed
- 8/10/2022
- Loan status
- Paid in full (11/30/2022)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 4
- Business age
- Change of Ownership
- Industry
- Claims Adjusting
If you were the buyer here
- Est. deal size
- $939K
- Est. down payment (10%)
- $94K
- Est. cash at closing
- $129K
- Monthly payment
- $9,339
- Annual debt service
- $112K
- Cash flow needed (1.25×)
- $140K
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 Live Oak Banking Company · Lender record →
Your business? Claim this record · Request removal
- CLAIM SERVICES, INC. in Aurora, IL — $669K (2022) · purchase · Merchants Bank of Indiana
- Program
- Preferred Lenders Program
- Rate at approval
- 5.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $502K (75%)
- Approval → funding
- 2 days
- Approved
- 11/29/2021
- First disbursed
- 12/1/2021
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 40
- Business age
- Change of Ownership
- Industry
- Claims Adjusting
If you were the buyer here
- Est. deal size
- $743K
- Est. down payment (10%)
- $74K
- Est. cash at closing
- $99K
- Monthly payment
- $7,177
- Annual debt service
- $86K
- Cash flow needed (1.25×)
- $108K
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 Merchants Bank of Indiana · Lender record →
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- Broadway Ventures, LLC in Amite, LA — $4.5M (2021) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 6% variable
- Term
- 84 mo (7 yrs)
- SBA guaranteed
- $3.5M (78%)
- Approval → funding
- 84 days
- Approved
- 9/7/2021
- First disbursed
- 11/30/2021
- Loan status
- Paid in full (12/31/2025)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 15
- Business age
- Change of Ownership
- Industry
- Claims Adjusting
If you were the buyer here
- Est. deal size
- $5.0M
- Est. down payment (10%)
- $500K
- Est. cash at closing
- $692K
- Monthly payment
- $65,738
- Annual debt service
- $789K
- Cash flow needed (1.25×)
- $986K
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 Live Oak Banking Company · Lender record →
Your business? Claim this record · Request removal
- Claim Services, Inc. in Aurora, IL — $3.3M (2021) · purchase · Merchants Bank of Indiana
- Program
- Preferred Lenders Program
- Rate at approval
- 5.25% fixed
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $2.9M (90%)
- Approval → funding
- 64 days
- Approved
- 9/28/2021
- First disbursed
- 12/1/2021
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 40
- Business age
- Change of Ownership
- Industry
- Claims Adjusting
If you were the buyer here
- Est. deal size
- $3.6M
- Est. down payment (10%)
- $364K
- Est. cash at closing
- $502K
- Monthly payment
- $35,127
- Annual debt service
- $422K
- Cash flow needed (1.25×)
- $527K
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 Merchants Bank of Indiana · Lender record →
Your business? Claim this record · Request removal
- Riley Adjustment Bureau of Florida, Inc. in Fort Lauderdale, FL — $1.5M (2021) · purchase · Community Bank & Trust-West Georgia
- Program
- Preferred Lenders Program
- Rate at approval
- 6% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.4M (90%)
- Approval → funding
- 7 days
- Approved
- 4/23/2021
- First disbursed
- 4/30/2021
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 7
- Business age
- Change of Ownership
- Industry
- Claims Adjusting
If you were the buyer here
- Est. deal size
- $1.7M
- Est. down payment (10%)
- $172K
- Est. cash at closing
- $236K
- Monthly payment
- $17,184
- Annual debt service
- $206K
- Cash flow needed (1.25×)
- $258K
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 Community Bank & Trust-West Georgia
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- Broadway Ventures, LLC in Amite, LA — $450K (2021) · purchase · Live Oak Banking Company
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Rate at approval
- 6% variable
- Term
- 84 mo (7 yrs)
- SBA guaranteed
- $225K (50%)
- Approval → funding
- 240 days
- Approved
- 9/7/2021
- First disbursed
- 5/5/2022
- Loan status
- Paid in full (12/31/2025)
- Loan type
- Revolving line
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 15
- Business age
- Change of Ownership
- Industry
- Claims Adjusting
If you were the buyer here
- Est. deal size
- $500K
- Est. down payment (10%)
- $50K
- Est. cash at closing
- $67K
- Monthly payment
- $6,574
- Annual debt service
- $79K
- Cash flow needed (1.25×)
- $99K
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 Live Oak Banking Company · Lender record →
Your business? Claim this record · Request removal
- Laseter Enterprises LLC in Charlotte, NC — $1.2M (2020) · purchase · First National Bank of Pennsylvania
- Program
- Preferred Lenders Program
- Rate at approval
- 5.5% variable
- Term
- 76 months
- SBA guaranteed
- $872K (75%)
- Approval → funding
- 69 days
- Approved
- 6/23/2020
- First disbursed
- 8/31/2020
- Loan status
- Paid in full (12/31/2025)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 1
- Business age
- Change of Ownership
- Industry
- Claims Adjusting
If you were the buyer here
- Est. deal size
- $1.3M
- Est. down payment (10%)
- $129K
- Est. cash at closing
- $177K
- Monthly payment
- $18,148
- Annual debt service
- $218K
- Cash flow needed (1.25×)
- $272K
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 National Bank of Pennsylvania · Lender record →
Your business? Claim this record · Request removal
- Complex Claims Management Solutions LLC in Dunedin, FL — $855K (2020) · purchase · DFCU Financial
- Program
- 7a General
- Rate at approval
- 6% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $641K (75%)
- Approval → funding
- 27 days
- Approved
- 6/3/2020
- First disbursed
- 6/30/2020
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 28
- Business age
- Change of Ownership
- Industry
- Claims Adjusting
If you were the buyer here
- Est. deal size
- $950K
- Est. down payment (10%)
- $95K
- Est. cash at closing
- $130K
- Monthly payment
- $9,492
- Annual debt service
- $114K
- Cash flow needed (1.25×)
- $142K
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 DFCU Financial · Lender record →
Your business? Claim this record · Request removal
- Complex Claims Management Solutions LLC in Dunedin, FL — $250K (2020) · purchase · DFCU Financial
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Rate at approval
- 6% variable
- Term
- 119 months
- SBA guaranteed
- $125K (50%)
- Approval → funding
- 25 days
- Approved
- 6/5/2020
- First disbursed
- 6/30/2020
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 38
- Business age
- Change of Ownership
- Industry
- Claims Adjusting
If you were the buyer here
- Est. deal size
- $278K
- Est. down payment (10%)
- $28K
- Est. cash at closing
- $37K
- Monthly payment
- $2,793
- Annual debt service
- $34K
- Cash flow needed (1.25×)
- $42K
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 DFCU Financial · Lender record →
Your business? Claim this record · Request removal
- Laseter Enterprises LLC in Charlotte, NC — $100K (2020) · purchase · First National Bank of Pennsylvania
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Rate at approval
- 5.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $50K (50%)
- Approval → funding
- 69 days
- Approved
- 6/23/2020
- First disbursed
- 8/31/2020
- Loan status
- Paid in full (1/31/2026)
- Loan type
- Revolving line
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 1
- Business age
- Change of Ownership
- Industry
- Claims Adjusting
If you were the buyer here
- Est. deal size
- $111K
- Est. down payment (10%)
- $11K
- Est. cash at closing
- $14K
- Monthly payment
- $1,073
- Annual debt service
- $13K
- Cash flow needed (1.25×)
- $16K
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 National Bank of Pennsylvania · Lender record →
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DealRoom analysis of public SBA 7(a) lending records; ranked by funded acquisition loans to claims adjusting businesses. Mega-bank call-center lenders excluded.
Agent summary
How to finance a claims adjusting 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. Live Oak Banking Company funds the most. DealRoom is not a lender.
- $588K typical loan
- 11 lenders fund the industry
- 25 days typical to fund
Buyers researching a claims adjusting 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.