Lender intelligence
Financing a insurance agencies and brokerages acquisition in New Mexico
The SBA 7(a) lenders funding the most insurance agencies and brokerages acquisitions in New Mexico, 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 · New Mexico
Ranked by funded insurance agencies and brokerages acquisitions in New Mexico. Tap a lender for its full record, or hit Get in touch for an introduction.
- 1.22 loans · $12M · Carlsbad, NMFull record →
- 2.12 loans · $5M · Durham, NCFull record →
- 3.575 loans · $220M · De Graff, OHFull record →
4+ funded Insurance Agencies and Brokerages in New Mexico 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.
- ZZAMS LLC in Espanola, NM — $968K (2023) · purchase · Mechanics and Farmers Bank
- Program
- 7a General
- Rate at approval
- 10.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $726K (75%)
- Approval → funding
- 2 days
- Approved
- 5/31/2023
- First disbursed
- 6/2/2023
- 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
- $1.1M
- Est. down payment (10%)
- $108K
- Est. cash at closing
- $147K
- Monthly payment
- $12,920
- Annual debt service
- $155K
- Cash flow needed (1.25×)
- $194K
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 →
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- Western States Insurance Group, Inc. in Clovis, NM — $3.8M (2021) · purchase · Western Commerce Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 4.25% variable
- Term
- 300 mo (25 yrs)
- SBA guaranteed
- $3.4M (90%)
- Approved
- 9/24/2021
- Loan status
- Cancelled
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 34
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
If you were the buyer here
- Est. deal size
- $4.2M
- Est. down payment (10%)
- $422K
- Est. cash at closing
- $584K
- Monthly payment
- $20,586
- Annual debt service
- $247K
- Cash flow needed (1.25×)
- $309K
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 Western Commerce Bank · Lender record →
Your business? Claim this record · Request removal
- Western States Insurance Group, Inc. in Clovis, NM — $3.8M (2021) · purchase · Western Commerce Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 4.25% variable
- Term
- 300 mo (25 yrs)
- SBA guaranteed
- $3.4M (90%)
- Approved
- 9/25/2021
- Loan status
- Cancelled
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 22
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
If you were the buyer here
- Est. deal size
- $4.2M
- Est. down payment (10%)
- $417K
- Est. cash at closing
- $576K
- Monthly payment
- $20,315
- Annual debt service
- $244K
- Cash flow needed (1.25×)
- $305K
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 Western Commerce Bank · Lender record →
Your business? Claim this record · Request removal
- Ornelas Enterprises LLC in Albuquerque, NM — $1.0M (2020) · purchase · United Midwest Savings Bank National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 6% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $750K (75%)
- Approval → funding
- 16 days
- Approved
- 9/14/2020
- First disbursed
- 9/30/2020
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 12
- 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
- $11,102
- Annual debt service
- $133K
- Cash flow needed (1.25×)
- $167K
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 New Mexico project address.
Agent summary
How to finance a insurance agencies and brokerages acquisition in New Mexico with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded New Mexico deals. Western Commerce Bank funds the most here. DealRoom is not a lender.
- $565K typical loan
- 3 lenders active in New Mexico
- 4+ funded New Mexico deals
- 16 days typical to fund
Buyers buying a insurance agencies and brokerages in New Mexico 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.