Lender intelligence
Financing a insurance agencies and brokerages acquisition in Montana
The SBA 7(a) lenders funding the most insurance agencies and brokerages acquisitions in Montana, 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 · Montana
Ranked by funded insurance agencies and brokerages acquisitions in Montana. Tap a lender for its full record, or hit Get in touch for an introduction.
- 1.575 loans · $220M · De Graff, OHFull record →
- 2.34 loans · $26M · Kalispell, MTFull record →
- 3.1,296 loans · $1.4B · Wilmington, NCFull record →
4+ funded Insurance Agencies and Brokerages in Montana 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.
- MEDICARE LIFE GROUP LLC in Bozeman, MT — $445K (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
- $334K (75%)
- Approval → funding
- 8 days
- Approved
- 3/20/2024
- First disbursed
- 3/28/2024
- 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
- $494K
- Est. down payment (10%)
- $49K
- Est. cash at closing
- $66K
- Monthly payment
- $6,193
- Annual debt service
- $74K
- Cash flow needed (1.25×)
- $93K
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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- Treasure State Insurance Inc. in Missoula, MT — $101K (2021) · purchase · Glacier Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 5.75% fixed
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $91K (90%)
- Approval → funding
- 21 days
- Approved
- 5/3/2021
- First disbursed
- 5/24/2021
- Loan status
- Paid in full (3/31/2022)
- 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
- $112K
- Est. down payment (10%)
- $11K
- Est. cash at closing
- $14K
- Monthly payment
- $1,111
- Annual debt service
- $13K
- Cash flow needed (1.25×)
- $17K
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 Glacier Bank · Lender record →
Your business? Claim this record · Request removal
- Kasper Real Estate, LLC in Helena, MT — $1.6M (2020) · purchase · Live Oak Banking Company
- Program
- 7a General
- Rate at approval
- 5.56% fixed
- Term
- 159 months
- SBA guaranteed
- $1.2M (75%)
- Approval → funding
- 4 days
- Approved
- 9/11/2020
- First disbursed
- 9/15/2020
- 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
- $1.7M
- Est. down payment (10%)
- $173K
- Est. cash at closing
- $237K
- Monthly payment
- $13,842
- Annual debt service
- $166K
- Cash flow needed (1.25×)
- $208K
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
- Scrawny Bird Insurance, LLC in Bozeman, MT — $1.4M (2020) · purchase · United Midwest Savings Bank National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 7.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.1M (75%)
- Approval → funding
- 39 days
- Approved
- 12/23/2019
- First disbursed
- 1/31/2020
- Loan status
- Current
- 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
- $1.6M
- Est. down payment (10%)
- $157K
- Est. cash at closing
- $215K
- Monthly payment
- $16,921
- 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 United Midwest Savings Bank National Association · 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 Montana project address.
Agent summary
How to finance a insurance agencies and brokerages acquisition in Montana with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded Montana deals. United Midwest Savings Bank National Association funds the most here. DealRoom is not a lender.
- $565K typical loan
- 3 lenders active in Montana
- 4+ funded Montana deals
- 21 days typical to fund
Buyers buying a insurance agencies and brokerages in Montana 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.