Lender intelligence
Financing a insurance agencies and brokerages acquisition in Connecticut
The SBA 7(a) lenders funding the most insurance agencies and brokerages acquisitions in Connecticut, 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 · Connecticut
Ranked by funded insurance agencies and brokerages acquisitions in Connecticut. Tap a lender for its full record, or hit Get in touch for an introduction.
- 1.1,927 loans · $207M · Buffalo, NYFull record →
- 2.57 loans · $97M · New Canaan, CTFull record →
- 3.1,296 loans · $1.4B · Wilmington, NCFull record →
- 4.1 loans · $0M · Jewett City, CTFull record →
- 5.4 loans · $4M · Hauppauge, NYFull record →
7+ funded Insurance Agencies and Brokerages in Connecticut 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.
- Plemons Agency, LLC in Tolland, CT — $1.4M (2025) · purchase · Bankwell Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 10% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.1M (75%)
- Approval → funding
- 28 days
- Approved
- 3/18/2025
- First disbursed
- 4/15/2025
- 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
- 6
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
If you were the buyer here
- Est. deal size
- $1.6M
- Est. down payment (10%)
- $159K
- Est. cash at closing
- $219K
- Monthly payment
- $18,964
- Annual debt service
- $228K
- Cash flow needed (1.25×)
- $284K
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 Bankwell Bank · Lender record →
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- POWDERHORN ACQUISITION COMPANY, LLC in Brookfield, CT — $2.3M (2024) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 9.54% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.7M (75%)
- Approval → funding
- 7 days
- Approved
- 7/9/2024
- First disbursed
- 7/16/2024
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 14
- 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%)
- $253K
- Est. cash at closing
- $349K
- Monthly payment
- $29,566
- Annual debt service
- $355K
- Cash flow needed (1.25×)
- $443K
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
- Londiaz Agency Corp in Norwalk, CT — $1.5M (2022) · purchase · Manufacturers and Traders Trust Company
- Program
- Preferred Lenders Program
- Rate at approval
- 6% variable
- Term
- 127 months
- SBA guaranteed
- $1.1M (75%)
- Approval → funding
- 13 days
- Approved
- 2/23/2022
- First disbursed
- 3/8/2022
- 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
- $1.7M
- Est. down payment (10%)
- $166K
- Est. cash at closing
- $228K
- Monthly payment
- $15,952
- Annual debt service
- $191K
- Cash flow needed (1.25×)
- $239K
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 Manufacturers and Traders Trust Company · Lender record →
Your business? Claim this record · Request removal
- Londiaz Agency Corp in Norwalk, CT — $100K (2022) · purchase · Manufacturers and Traders Trust Company
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Rate at approval
- 4.5% variable
- Term
- 122 months
- SBA guaranteed
- $50K (50%)
- Approval → funding
- 13 days
- Approved
- 2/23/2022
- First disbursed
- 3/8/2022
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 6
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
If you were the buyer here
- Est. deal size
- $111K
- Est. down payment (10%)
- $11K
- Est. cash at closing
- $14K
- Monthly payment
- $1,023
- Annual debt service
- $12K
- Cash flow needed (1.25×)
- $15K
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 Manufacturers and Traders Trust Company · Lender record →
Your business? Claim this record · Request removal
- Paradiso Financial & Insurance Services, LLC in Stafford Springs, CT — $1.0M (2021) · purchase · Jewett City Savings Bank
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Rate at approval
- 4.75% fixed
- Term
- 84 mo (7 yrs)
- SBA guaranteed
- $500K (50%)
- Approval → funding
- 19 days
- Approved
- 8/6/2021
- First disbursed
- 8/25/2021
- 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
- $1.1M
- Est. down payment (10%)
- $111K
- Est. cash at closing
- $152K
- Monthly payment
- $14,017
- Annual debt service
- $168K
- Cash flow needed (1.25×)
- $210K
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 Jewett City Savings Bank · Lender record →
Your business? Claim this record · Request removal
- AJCT Services, LLC in Milford, CT — $803K (2021) · purchase · Dime Community Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 5.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $602K (75%)
- Approval → funding
- 82 days
- Approved
- 12/1/2020
- First disbursed
- 2/21/2021
- Loan status
- Paid in full (2/29/2024)
- 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
- $892K
- Est. down payment (10%)
- $89K
- Est. cash at closing
- $122K
- Monthly payment
- $8,616
- Annual debt service
- $103K
- Cash flow needed (1.25×)
- $129K
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 Dime Community Bank · Lender record →
Your business? Claim this record · Request removal
- MBA Surety, LLC in Avon, CT — $1.6M (2020) · purchase · Northwest Community Bank
- Program
- 7a General
- Rate at approval
- 3% fixed
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.2M (75%)
- Approval → funding
- 23 days
- Approved
- 1/8/2020
- First disbursed
- 1/31/2020
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 3
- 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%)
- $178K
- Est. cash at closing
- $244K
- Monthly payment
- $15,450
- Annual debt service
- $185K
- Cash flow needed (1.25×)
- $232K
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 Northwest Community Bank
Your business? Claim this record · Request removal
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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 Connecticut project address.
Agent summary
How to finance a insurance agencies and brokerages acquisition in Connecticut with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded Connecticut deals. Manufacturers and Traders Trust Company funds the most here. DealRoom is not a lender.
- $565K typical loan
- 6 lenders active in Connecticut
- 7+ funded Connecticut deals
- 19 days typical to fund
Buyers buying a insurance agencies and brokerages in Connecticut typically pre-qualify, then ask DealRoom to introduce a lender active here — 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.