Health & Medical · lender intelligence
Financing a direct health and medical insurance carriers acquisition
The SBA 7(a) lenders funding the most direct health and medical insurance carriers acquisitions, ranked from public loan records — typical deal about $440K. A lender doing your industry every week underwrites faster and prices sharper.
Most active in direct health and medical insurance carriers
Ranked by funded direct health and medical insurance carriers acquisitions. Tap a lender to open its full record, or hit Get in touch for an introduction.
- 1.868 loans · $362M · Salt Lake City, UTFull record →
- 2.284 loans · $254M · Cincinnati, OHFull record →
2+ funded direct health and medical insurance carriers 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.
- Dencap Dental Plans, Inc in Detroit, MI — $2.1M (2023) · purchase · Fifth Third Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 7.7% variable
- Term
- 119 months
- SBA guaranteed
- $1.6M (75%)
- Approval → funding
- 22 days
- Approved
- 12/12/2022
- First disbursed
- 1/3/2023
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 6
- Business age
- Change of Ownership
- Industry
- Direct Health and Medical Insurance Carriers
If you were the buyer here
- Est. deal size
- $2.4M
- Est. down payment (10%)
- $237K
- Est. cash at closing
- $327K
- Monthly payment
- $25,721
- Annual debt service
- $309K
- Cash flow needed (1.25×)
- $386K
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 Fifth Third Bank · Lender record →
Your business? Claim this record · Request removal
- HEXAM HEALTH AND LIFE INSURANCE in North Hills, CA — $281K (2020) · purchase · Celtic Bank Corporation
- Program
- Preferred Lenders Program
- Rate at approval
- 6% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $211K (75%)
- Approval → funding
- 31 days
- Approved
- 4/30/2020
- First disbursed
- 5/31/2020
- Loan status
- Paid in full (8/31/2025)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Individual
- Secondary market
- Loan sold to investors
- Jobs supported
- 2
- Business age
- Change of Ownership
- Industry
- Direct Health and Medical Insurance Carriers
If you were the buyer here
- Est. deal size
- $312K
- Est. down payment (10%)
- $31K
- Est. cash at closing
- $42K
- Monthly payment
- $3,122
- Annual debt service
- $37K
- Cash flow needed (1.25×)
- $47K
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 Celtic Bank Corporation · Lender record →
Your business? Claim this record · Request removal
Financing a direct health and medical insurance carriers deal? Start with a lender that knows it
We'll point you to the SBA lenders already funding deals in your industry — and help you make them compete on rate and speed.
Free · No documents · Usually same-day
DealRoom analysis of public SBA 7(a) lending records; ranked by funded acquisition loans to direct health and medical insurance carriers businesses. Mega-bank call-center lenders excluded.
Agent summary
How to finance a direct health and medical insurance carriers 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. Celtic Bank Corporation funds the most. DealRoom is not a lender.
- $440K typical loan
- 2 lenders fund the industry
- 31 days typical to fund
Buyers researching a direct health and medical insurance carriers 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.