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Financing a direct property and casualty insurance carriers acquisition
The SBA 7(a) lenders funding the most direct property and casualty insurance carriers acquisitions, ranked from public loan records — typical deal about $367K. A lender doing your industry every week underwrites faster and prices sharper.
Most active in direct property and casualty insurance carriers
Ranked by funded direct property and casualty insurance carriers acquisitions. Tap a lender to open its full record, or hit Get in touch for an introduction.
- 1.5 loans · $2M · Hager City, WIFull record →
- 2.116 loans · $120M · Evansville, INFull record →
- 3.138 loans · $276M · Sioux Falls, SDFull record →
6+ funded direct property and casualty 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.
- Logistic Solutions Network LLC in Sebastian, FL — $3.4M (2025) · purchase · Pathward National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 10% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $2.5M (75%)
- Approval → funding
- 47 days
- Approved
- 3/6/2025
- First disbursed
- 4/22/2025
- 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
- Direct Property and Casualty Insurance Carriers
If you were the buyer here
- Est. deal size
- $3.7M
- Est. down payment (10%)
- $374K
- Est. cash at closing
- $517K
- Monthly payment
- $44,535
- Annual debt service
- $534K
- Cash flow needed (1.25×)
- $668K
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 Pathward National Association · Lender record →
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- Excelsior consulting group LLC in Cologne, MN — $1.4M (2023) · purchase · Old National Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 7.41% fixed
- Term
- 121 months
- SBA guaranteed
- $1.0M (75%)
- Approval → funding
- 39 days
- Approved
- 8/21/2023
- First disbursed
- 9/29/2023
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 2
- Business age
- Change of Ownership
- Industry
- Direct Property and Casualty Insurance Carriers
If you were the buyer here
- Est. deal size
- $1.5M
- Est. down payment (10%)
- $152K
- Est. cash at closing
- $208K
- Monthly payment
- $16,059
- Annual debt service
- $193K
- Cash flow needed (1.25×)
- $241K
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 Old National Bank · Lender record →
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- Excelsior consulting group LLC in Cologne, MN — $200K (2023) · purchase · Old National Bank
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Rate at approval
- 10.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $100K (50%)
- Approval → funding
- 22 days
- Approved
- 9/7/2023
- First disbursed
- 9/29/2023
- Loan status
- Current
- Loan type
- Revolving line
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 2
- Business age
- Change of Ownership
- Industry
- Direct Property and Casualty Insurance Carriers
If you were the buyer here
- Est. deal size
- $222K
- Est. down payment (10%)
- $22K
- Est. cash at closing
- $30K
- Monthly payment
- $2,671
- Annual debt service
- $32K
- Cash flow needed (1.25×)
- $40K
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 Old National Bank · Lender record →
Your business? Claim this record · Request removal
- Aspen Agency, LLC in Grantsburg, WI — $1.8M (2022) · purchase · Hiawatha National Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 4.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.3M (75%)
- Approval → funding
- 7 days
- Approved
- 4/28/2022
- First disbursed
- 5/5/2022
- Loan status
- Paid in full (7/31/2022)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 11
- Business age
- Change of Ownership
- Industry
- Direct Property and Casualty Insurance Carriers
If you were the buyer here
- Est. deal size
- $1.9M
- Est. down payment (10%)
- $194K
- Est. cash at closing
- $267K
- Monthly payment
- $18,137
- 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 Hiawatha National Bank · Lender record →
Your business? Claim this record · Request removal
- Aspen Agency, LLC in Grantsburg, WI — $50K (2022) · purchase · Hiawatha National Bank
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Rate at approval
- 4.5% variable
- Term
- 14 months
- SBA guaranteed
- $25K (50%)
- Approval → funding
- 7 days
- Approved
- 4/28/2022
- First disbursed
- 5/5/2022
- Loan status
- Paid in full (8/31/2022)
- Loan type
- Term loan
- Collateral
- Not required
- Business type
- Corporation
- Jobs supported
- 11
- Business age
- Change of Ownership
- Industry
- Direct Property and Casualty Insurance Carriers
If you were the buyer here
- Est. deal size
- $56K
- Est. down payment (10%)
- $6K
- Est. cash at closing
- $7K
- Monthly payment
- $3,673
- Annual debt service
- $44K
- Cash flow needed (1.25×)
- $55K
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 Hiawatha National Bank · Lender record →
Your business? Claim this record · Request removal
- The Sumrall Group Co in Shawnee, KS — $200K (2021) · purchase · Security Bank of Kansas City
- Program
- 7a General
- Rate at approval
- 5.5% variable
- Term
- 60 mo (5 yrs)
- SBA guaranteed
- $150K (75%)
- Approval → funding
- 31 days
- Approved
- 10/30/2020
- First disbursed
- 11/30/2020
- Loan status
- Paid in full (8/31/2025)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 6
- Business age
- Change of Ownership
- Industry
- Direct Property and Casualty Insurance Carriers
If you were the buyer here
- Est. deal size
- $222K
- Est. down payment (10%)
- $22K
- Est. cash at closing
- $30K
- Monthly payment
- $3,820
- Annual debt service
- $46K
- Cash flow needed (1.25×)
- $57K
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 Security Bank of Kansas City
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DealRoom analysis of public SBA 7(a) lending records; ranked by funded acquisition loans to direct property and casualty insurance carriers businesses. Mega-bank call-center lenders excluded.
Agent summary
How to finance a direct property and casualty 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. Hiawatha National Bank funds the most. DealRoom is not a lender.
- $367K typical loan
- 4 lenders fund the industry
- 31 days typical to fund
Buyers researching a direct property and casualty 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.