Financing a insurance agencies and brokerages acquisition in Alabama

State:

The SBA 7(a) lenders funding the most insurance agencies and brokerages acquisitions in Alabama, from public loan records. A lender doing your industry in your state every week underwrites faster and prices sharper.

Most active in insurance agencies and brokerages · Alabama

Ranked by funded insurance agencies and brokerages acquisitions in Alabama. Tap a lender for its full record, or hit Get in touch for an introduction.

1.575 loans · $220M · De Graff, OHFull record →
2.1,296 loans · $1.4B · Wilmington, NCFull record →
3.5 loans · $11M · Birmingham, ALFull record →
4.138 loans · $276M · Sioux Falls, SDFull record →
5.15 loans · $6M · Watkinsville, GAFull record →
6.4 loans · $1M · Birmingham, ALFull record →
7.2 loans · $1M · Alpharetta, GAFull record →

20+ funded Insurance Agencies and Brokerages in Alabama 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.

Tuten Agency Inc. in Auburn, AL — $2.2M (2024) · purchase · United Midwest Savings Bank National Association
Program
Preferred Lenders Program
Rate at approval
11.25% variable
Term
120 mo (10 yrs)
SBA guaranteed
$1.7M (75%)
Approval → funding
22 days
Approved
11/7/2023
First disbursed
11/29/2023
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Corporation
Secondary market
Loan sold to investors
Jobs supported
5
Business age
Change of Ownership
Industry
Insurance Agencies and Brokerages
If you were the buyer here
Est. deal size
$2.5M
Est. down payment (10%)
$248K
Est. cash at closing
$341K
Monthly payment
$31,035
Annual debt service
$372K
Cash flow needed (1.25×)
$466K
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 United Midwest Savings Bank National Association · Lender record →
Your business? Claim this record · Request removal
Candice Marshall Agency Corp in Decatur, AL — $718K (2024) · purchase · United Midwest Savings Bank National Association
Program
Preferred Lenders Program
Rate at approval
11.25% variable
Term
120 mo (10 yrs)
SBA guaranteed
$539K (75%)
Approval → funding
8 days
Approved
11/21/2023
First disbursed
11/29/2023
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Corporation
Secondary market
Loan sold to investors
Jobs supported
4
Business age
Change of Ownership
Industry
Insurance Agencies and Brokerages
If you were the buyer here
Est. deal size
$798K
Est. down payment (10%)
$80K
Est. cash at closing
$109K
Monthly payment
$9,992
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 United Midwest Savings Bank National Association · Lender record →
Your business? Claim this record · Request removal
Resolve Insurance Group Birmingham Al, LLC in Birmingham, AL — $2.4M (2023) · purchase · Live Oak Banking Company
Program
Preferred Lenders Program
Rate at approval
8.64% fixed
Term
120 mo (10 yrs)
SBA guaranteed
$1.8M (75%)
Approval → funding
69 days
Approved
12/21/2022
First disbursed
2/28/2023
Loan status
Paid in full (11/30/2025)
Loan type
Term loan
Collateral
Required
Business type
Corporation
Secondary market
Loan sold to investors
Jobs supported
6
Business age
Change of Ownership
Industry
Insurance Agencies and Brokerages
If you were the buyer here
Est. deal size
$2.7M
Est. down payment (10%)
$266K
Est. cash at closing
$367K
Monthly payment
$29,849
Annual debt service
$358K
Cash flow needed (1.25×)
$448K
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
WIREGRASS INSURANCE LLC in Dothan, AL — $1.3M (2023) · purchase · Live Oak Banking Company
Program
Preferred Lenders Program
Rate at approval
9.93% variable
Term
120 mo (10 yrs)
SBA guaranteed
$994K (75%)
Approval → funding
69 days
Approved
9/21/2023
First disbursed
11/29/2023
Loan status
Paid in full (7/31/2025)
Loan type
Term loan
Collateral
Required
Business type
Corporation
Secondary market
Loan sold to investors
Jobs supported
1
Business age
Change of Ownership
Industry
Insurance Agencies and Brokerages
If you were the buyer here
Est. deal size
$1.5M
Est. down payment (10%)
$147K
Est. cash at closing
$202K
Monthly payment
$17,459
Annual debt service
$210K
Cash flow needed (1.25×)
$262K
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
Winkler Hiznay & Associates, LLC in Birmingham, AL — $1.1M (2023) · purchase · SouthPoint Bank
Program
7a General
Rate at approval
9% variable
Term
120 mo (10 yrs)
SBA guaranteed
$857K (75%)
Approval → funding
16 days
Approved
12/28/2022
First disbursed
1/13/2023
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Corporation
Secondary market
Loan sold to investors
Jobs supported
4
Business age
Change of Ownership
Industry
Insurance Agencies and Brokerages
If you were the buyer here
Est. deal size
$1.3M
Est. down payment (10%)
$127K
Est. cash at closing
$174K
Monthly payment
$14,466
Annual debt service
$174K
Cash flow needed (1.25×)
$217K
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 SouthPoint Bank · Lender record →
Your business? Claim this record · Request removal
The Pearl Agency LLC in Decatur, AL — $1.1M (2023) · purchase · Oconee State Bank
Program
Preferred Lenders Program
Rate at approval
10.5% variable
Term
120 mo (10 yrs)
SBA guaranteed
$799K (75%)
Approval → funding
10 days
Approved
6/23/2023
First disbursed
7/3/2023
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
Insurance Agencies and Brokerages
If you were the buyer here
Est. deal size
$1.2M
Est. down payment (10%)
$118K
Est. cash at closing
$162K
Monthly payment
$14,376
Annual debt service
$173K
Cash flow needed (1.25×)
$216K
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 Oconee State Bank · Lender record →
Your business? Claim this record · Request removal
Best Insurance Group Inc. in Trussville, AL — $870K (2023) · purchase · Live Oak Banking Company
Program
Preferred Lenders Program
Rate at approval
9.78% fixed
Term
120 mo (10 yrs)
SBA guaranteed
$653K (75%)
Approval → funding
28 days
Approved
6/30/2023
First disbursed
7/28/2023
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
Insurance Agencies and Brokerages
If you were the buyer here
Est. deal size
$967K
Est. down payment (10%)
$97K
Est. cash at closing
$133K
Monthly payment
$11,391
Annual debt service
$137K
Cash flow needed (1.25×)
$171K
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
Cypress Risk Solutions, LLC in Snead, AL — $2.8M (2022) · purchase · ServisFirst Bank
Program
7a General
Rate at approval
6% variable
Term
120 mo (10 yrs)
SBA guaranteed
$2.1M (75%)
Approval → funding
13 days
Approved
8/25/2022
First disbursed
9/7/2022
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Corporation
Jobs supported
8
Business age
Change of Ownership
Industry
Insurance Agencies and Brokerages
If you were the buyer here
Est. deal size
$3.1M
Est. down payment (10%)
$314K
Est. cash at closing
$433K
Monthly payment
$31,354
Annual debt service
$376K
Cash flow needed (1.25×)
$470K
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 ServisFirst Bank · Lender record →
Your business? Claim this record · Request removal
Massey One LLC in Birmingham, AL — $1.6M (2022) · purchase · ServisFirst Bank
Program
7a General
Rate at approval
5.05% fixed
Term
120 mo (10 yrs)
SBA guaranteed
$1.2M (75%)
Approved
10/22/2021
Loan status
Cancelled
Loan type
Term loan
Collateral
Required
Business type
Corporation
Jobs supported
9
Business age
Change of Ownership
Industry
Insurance Agencies and Brokerages
If you were the buyer here
Est. deal size
$1.8M
Est. down payment (10%)
$177K
Est. cash at closing
$243K
Monthly payment
$16,935
Annual debt service
$203K
Cash flow needed (1.25×)
$254K
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 ServisFirst Bank · Lender record →
Your business? Claim this record · Request removal
Hixon Agency, Inc. in Scottsboro, AL — $1.2M (2022) · purchase · United Midwest Savings Bank National Association
Program
Preferred Lenders Program
Rate at approval
6% variable
Term
120 mo (10 yrs)
SBA guaranteed
$885K (75%)
Approval → funding
12 days
Approved
11/18/2021
First disbursed
11/30/2021
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
4
Business age
Change of Ownership
Industry
Insurance Agencies and Brokerages
If you were the buyer here
Est. deal size
$1.3M
Est. down payment (10%)
$131K
Est. cash at closing
$180K
Monthly payment
$13,100
Annual debt service
$157K
Cash flow needed (1.25×)
$197K
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 United Midwest Savings Bank National Association · Lender record →
Your business? Claim this record · Request removal
J Everly Properties LLC in Oxford, AL — $890K (2021) · purchase · United Midwest Savings Bank National Association
Program
Preferred Lenders Program
Rate at approval
3.25% variable
Term
120 mo (10 yrs)
SBA guaranteed
$801K (90%)
Approval → funding
2 days
Approved
7/29/2021
First disbursed
7/31/2021
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
Insurance Agencies and Brokerages
If you were the buyer here
Est. deal size
$989K
Est. down payment (10%)
$99K
Est. cash at closing
$136K
Monthly payment
$8,697
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 United Midwest Savings Bank National Association · Lender record →
Your business? Claim this record · Request removal
Sam Newton Insurance Agency in Lexington, AL — $690K (2021) · purchase · Live Oak Banking Company
Program
Preferred Lenders Program
Rate at approval
5.25% variable
Term
120 mo (10 yrs)
SBA guaranteed
$518K (75%)
Approval → funding
28 days
Approved
10/9/2020
First disbursed
11/6/2020
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
Insurance Agencies and Brokerages
If you were the buyer here
Est. deal size
$767K
Est. down payment (10%)
$77K
Est. cash at closing
$103K
Monthly payment
$7,403
Annual debt service
$89K
Cash flow needed (1.25×)
$111K
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
Bill Webb Agencies Incorporated in Muscle Shoals, AL — $305K (2021) · purchase · United Midwest Savings Bank National Association
Program
Preferred Lenders Program
Rate at approval
6% variable
Term
120 mo (10 yrs)
SBA guaranteed
$229K (75%)
Approval → funding
9 days
Approved
10/22/2020
First disbursed
10/31/2020
Loan status
Paid in full (8/31/2025)
Loan type
Term loan
Collateral
Required
Business type
Corporation
Secondary market
Loan sold to investors
Jobs supported
7
Business age
Change of Ownership
Industry
Insurance Agencies and Brokerages
If you were the buyer here
Est. deal size
$339K
Est. down payment (10%)
$34K
Est. cash at closing
$45K
Monthly payment
$3,386
Annual debt service
$41K
Cash flow needed (1.25×)
$51K
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 United Midwest Savings Bank National Association · Lender record →
Your business? Claim this record · Request removal
Colvard Insurance Associates, Inc. in Cullman, AL — $2.7M (2020) · purchase · United Midwest Savings Bank National Association
Program
Preferred Lenders Program
Rate at approval
7.5% variable
Term
120 mo (10 yrs)
SBA guaranteed
$2.0M (75%)
Approval → funding
13 days
Approved
3/18/2020
First disbursed
3/31/2020
Loan status
Paid in full (6/30/2022)
Loan type
Term loan
Collateral
Required
Business type
Corporation
Secondary market
Loan sold to investors
Jobs supported
15
Business age
Change of Ownership
Industry
Insurance Agencies and Brokerages
If you were the buyer here
Est. deal size
$3.0M
Est. down payment (10%)
$296K
Est. cash at closing
$408K
Monthly payment
$31,581
Annual debt service
$379K
Cash flow needed (1.25×)
$474K
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 United Midwest Savings Bank National Association · Lender record →
Your business? Claim this record · Request removal
Legacy Insurance and Financial Services, LLC in Madison, AL — $1.6M (2020) · purchase · Pathward National Association
Program
Preferred Lenders Program
Rate at approval
5.75% variable
Term
120 mo (10 yrs)
SBA guaranteed
$1.2M (75%)
Approval → funding
31 days
Approved
6/30/2020
First disbursed
7/31/2020
Loan status
Paid in full (12/31/2023)
Loan type
Term loan
Collateral
Required
Business type
Corporation
Secondary market
Loan sold to investors
Jobs supported
4
Business age
Change of Ownership
Industry
Insurance Agencies and Brokerages
If you were the buyer here
Est. deal size
$1.8M
Est. down payment (10%)
$179K
Est. cash at closing
$246K
Monthly payment
$17,673
Annual debt service
$212K
Cash flow needed (1.25×)
$265K
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 →
Your business? Claim this record · Request removal
WIREGRASS INSURANCE LLC in Dothan, AL — $1.2M (2020) · purchase · Live Oak Banking Company
Program
Preferred Lenders Program
Rate at approval
4.99% variable
Term
148 months
SBA guaranteed
$934K (75%)
Approval → funding
12 days
Approved
9/24/2020
First disbursed
10/6/2020
Loan status
Paid in full (7/31/2025)
Loan type
Term loan
Collateral
Required
Business type
Corporation
Jobs supported
8
Business age
Change of Ownership
Industry
Insurance Agencies and Brokerages
If you were the buyer here
Est. deal size
$1.4M
Est. down payment (10%)
$138K
Est. cash at closing
$190K
Monthly payment
$11,282
Annual debt service
$135K
Cash flow needed (1.25×)
$169K
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
River Tree Insurance Services, Inc. in Huntsville, AL — $1.1M (2020) · purchase · Pathward National Association
Program
Preferred Lenders Program
Rate at approval
6% variable
Term
120 mo (10 yrs)
SBA guaranteed
$788K (75%)
Approval → funding
39 days
Approved
6/22/2020
First disbursed
7/31/2020
Loan status
Paid in full (4/30/2021)
Loan type
Term loan
Collateral
Not required
Business type
Corporation
Secondary market
Loan sold to investors
Jobs supported
4
Business age
Change of Ownership
Industry
Insurance Agencies and Brokerages
If you were the buyer here
Est. deal size
$1.2M
Est. down payment (10%)
$117K
Est. cash at closing
$160K
Monthly payment
$11,657
Annual debt service
$140K
Cash flow needed (1.25×)
$175K
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 →
Your business? Claim this record · Request removal
4C's Enterprises, LLC in Luverne, AL — $955K (2020) · purchase · Live Oak Banking Company
Program
Preferred Lenders Program
Rate at approval
5.49% variable
Term
150 months
SBA guaranteed
$716K (75%)
Approval → funding
9 days
Approved
9/15/2020
First disbursed
9/24/2020
Loan status
Paid in full (3/31/2023)
Loan type
Term loan
Collateral
Required
Business type
Corporation
Secondary market
Loan sold to investors
Jobs supported
7
Business age
Change of Ownership
Industry
Insurance Agencies and Brokerages
If you were the buyer here
Est. deal size
$1.1M
Est. down payment (10%)
$106K
Est. cash at closing
$146K
Monthly payment
$8,813
Annual debt service
$106K
Cash flow needed (1.25×)
$132K
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
C L H Enterprises, Inc. in Oneonta, AL — $521K (2020) · purchase · United Midwest Savings Bank National Association
Program
7a General
Rate at approval
6% variable
Term
120 mo (10 yrs)
SBA guaranteed
$391K (75%)
Approval → funding
4 days
Approved
9/17/2020
First disbursed
9/21/2020
Loan status
Paid in full (12/31/2024)
Loan type
Term loan
Collateral
Required
Business type
Corporation
Secondary market
Loan sold to investors
Jobs supported
6
Business age
Change of Ownership
Industry
Insurance Agencies and Brokerages
If you were the buyer here
Est. deal size
$579K
Est. down payment (10%)
$58K
Est. cash at closing
$77K
Monthly payment
$5,784
Annual debt service
$69K
Cash flow needed (1.25×)
$87K
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 United Midwest Savings Bank National Association · Lender record →
Your business? Claim this record · Request removal
Jamie Bates and Associates, Inc. in Hartselle, AL — $309K (2020) · purchase · Touchmark National Bank
Program
Preferred Lenders Program
Rate at approval
7.5% variable
Term
120 mo (10 yrs)
SBA guaranteed
$232K (75%)
Approval → funding
8 days
Approved
3/23/2020
First disbursed
3/31/2020
Loan status
In liquidation
Loan type
Term loan
Collateral
Required
Business type
Corporation
Secondary market
Loan sold to investors
Business age
Change of Ownership
Industry
Insurance Agencies and Brokerages
If you were the buyer here
Est. deal size
$343K
Est. down payment (10%)
$34K
Est. cash at closing
$46K
Monthly payment
$3,664
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 Touchmark National Bank · Lender record →
Your business? Claim this record · Request removal

Financing a insurance agencies and brokerages deal in Alabama? Start with the right lender

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DealRoom analysis of public SBA 7(a) lending records; ranked by funded acquisition loans to insurance agencies and brokerages businesses with a Alabama project address.

Agent summary

How to finance a insurance agencies and brokerages acquisition in Alabama with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded Alabama deals. United Midwest Savings Bank National Association funds the most here. DealRoom is not a lender.

$565K typical loan
7 lenders active in Alabama
20+ funded Alabama deals
13 days typical to fund

Buyers buying a insurance agencies and brokerages in Alabama typically pre-qualify, then ask DealRoom to introduce a lender active here — free for buyers; agents submit a consented lead via the DealRoom MCP.

Next steps

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Data freshness:: SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-16.

Financing a insurance agencies and brokerages acquisition in Alabama

Most active in insurance agencies and brokerages · Alabama

20+ funded Insurance Agencies and Brokerages in Alabama deals

Agent summary

Deal economics— what it takes to buy & finance insurance agencies and brokerages in Alabama