Lender intelligence
Financing a insurance agencies and brokerages acquisition in Kentucky
The SBA 7(a) lenders funding the most insurance agencies and brokerages acquisitions in Kentucky, 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 · Kentucky
Ranked by funded insurance agencies and brokerages acquisitions in Kentucky. Tap a lender for its full record, or hit Get in touch for an introduction.
- 1.1,296 loans · $1.4B · Wilmington, NCFull record →
- 2.575 loans · $220M · De Graff, OHFull record →
- 3.31 loans · $13M · Louisville, KYFull record →
- 4.12 loans · $5M · Durham, NCFull record →
- 5.24 loans · $13M · Pikeville, KYFull record →
- 6.88 loans · $96M · Muncie, INFull record →
7+ funded Insurance Agencies and Brokerages in Kentucky 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.
- The Carpenter Agency LLC in Bowling Green, KY — $315K (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
- $236K (75%)
- Approval → funding
- 4 days
- Approved
- 6/24/2024
- First disbursed
- 6/28/2024
- Loan status
- Current
- 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
- $350K
- Est. down payment (10%)
- $35K
- Est. cash at closing
- $47K
- Monthly payment
- $4,384
- Annual debt service
- $53K
- Cash flow needed (1.25×)
- $66K
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 →
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- Pope & Associates Risk Management LLC in Fort Thomas, KY — $495K (2023) · purchase · Stock Yards Bank & Trust Company
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Rate at approval
- 6.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $248K (50%)
- Approval → funding
- 10 days
- Approved
- 10/18/2022
- First disbursed
- 10/28/2022
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Not required
- Business type
- Corporation
- Jobs supported
- 1
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
If you were the buyer here
- Est. deal size
- $550K
- Est. down payment (10%)
- $55K
- Est. cash at closing
- $74K
- Monthly payment
- $5,684
- Annual debt service
- $68K
- Cash flow needed (1.25×)
- $85K
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 Stock Yards Bank & Trust Company · Lender record →
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- The Martin Group, LLC in Walton, KY — $715K (2021) · purchase · Live Oak Banking Company
- Program
- 7a General
- Rate at approval
- 5.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $644K (90%)
- Approval → funding
- 3 days
- Approved
- 3/9/2021
- First disbursed
- 3/12/2021
- Loan status
- Paid in full (12/31/2022)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 3
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
If you were the buyer here
- Est. deal size
- $794K
- Est. down payment (10%)
- $79K
- Est. cash at closing
- $109K
- Monthly payment
- $7,671
- Annual debt service
- $92K
- Cash flow needed (1.25×)
- $115K
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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- David E Gimbel in Louisville, KY — $686K (2020) · purchase · First Merchants Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 6% variable
- Term
- 17 months
- SBA guaranteed
- $515K (75%)
- Approved
- 4/28/2020
- Loan status
- Cancelled
- Loan type
- Term loan
- Collateral
- Not required
- Business type
- Individual
- Jobs supported
- 6
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
If you were the buyer here
- Est. deal size
- $762K
- Est. down payment (10%)
- $76K
- Est. cash at closing
- $102K
- Monthly payment
- $42,193
- Annual debt service
- $506K
- Cash flow needed (1.25×)
- $633K
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 Merchants Bank · Lender record →
Your business? Claim this record · Request removal
- Hunt Insurance Agency, LLC in Lancaster, KY — $640K (2020) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 6.7% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $480K (75%)
- Approved
- 12/11/2019
- Loan status
- Cancelled
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 4
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
If you were the buyer here
- Est. deal size
- $711K
- Est. down payment (10%)
- $71K
- Est. cash at closing
- $95K
- Monthly payment
- $7,332
- Annual debt service
- $88K
- Cash flow needed (1.25×)
- $110K
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
- Hickerson Agency, LLC in Flemingsburg, KY — $590K (2020) · purchase · Community Trust Bank, Inc.
- Program
- 7a General
- Rate at approval
- 4.5% fixed
- Term
- 180 mo (15 yrs)
- SBA guaranteed
- $443K (75%)
- Approval → funding
- 28 days
- Approved
- 7/3/2020
- First disbursed
- 7/31/2020
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 5
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
If you were the buyer here
- Est. deal size
- $656K
- Est. down payment (10%)
- $66K
- Est. cash at closing
- $88K
- Monthly payment
- $4,513
- Annual debt service
- $54K
- Cash flow needed (1.25×)
- $68K
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 Trust Bank, Inc. · Lender record →
Your business? Claim this record · Request removal
- Fackler Insurance Group LLC in Louisville, KY — $282K (2020) · purchase · Mechanics and Farmers Bank
- Program
- 7a General
- Rate at approval
- 7.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $212K (75%)
- Approval → funding
- 39 days
- Approved
- 11/22/2019
- First disbursed
- 12/31/2019
- Loan status
- Delinquent
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 5
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
If you were the buyer here
- Est. deal size
- $313K
- Est. down payment (10%)
- $31K
- Est. cash at closing
- $42K
- Monthly payment
- $3,347
- Annual debt service
- $40K
- Cash flow needed (1.25×)
- $50K
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 Mechanics and Farmers Bank · Lender record →
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 Kentucky project address.
Agent summary
How to finance a insurance agencies and brokerages acquisition in Kentucky with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded Kentucky deals. Live Oak Banking Company funds the most here. DealRoom is not a lender.
- $565K typical loan
- 6 lenders active in Kentucky
- 7+ funded Kentucky deals
- 10 days typical to fund
Buyers buying a insurance agencies and brokerages in Kentucky 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.