Lender intelligence
Financing a insurance agencies and brokerages acquisition in New York
The SBA 7(a) lenders funding the most insurance agencies and brokerages acquisitions in New York, 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 York
Ranked by funded insurance agencies and brokerages acquisitions in New York. Tap a lender for its full record, or hit Get in touch for an introduction.
- 1.242 loans · $281M · Chicago, ILFull record →
- 2.57 loans · $97M · New Canaan, CTFull record →
- 3.575 loans · $220M · De Graff, OHFull record →
- 4.9 loans · $10M · Garden City Park, NYFull record →
- 5.1,296 loans · $1.4B · Wilmington, NCFull record →
30+ funded Insurance Agencies and Brokerages in New York 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.
- Rullo Agency Group, LLC in Latham, NY — $5.0M (2026) · purchase · Bankwell Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 9.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $3.7M (75%)
- Approval → funding
- 12 days
- Approved
- 11/14/2025
- First disbursed
- 11/26/2025
- Loan status
- Current
- 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
- $5.5M
- Est. down payment (10%)
- $555K
- Est. cash at closing
- $768K
- Monthly payment
- $64,634
- Annual debt service
- $776K
- Cash flow needed (1.25×)
- $970K
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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- ALEX CABRERA AGENCY INC. in Islip Terrace, NY — $1.4M (2025) · purchase · Byline Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 10.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.0M (75%)
- Approval → funding
- 51 days
- Approved
- 5/20/2025
- First disbursed
- 7/10/2025
- 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
- $1.5M
- Est. down payment (10%)
- $152K
- Est. cash at closing
- $209K
- Monthly payment
- $18,295
- Annual debt service
- $220K
- Cash flow needed (1.25×)
- $274K
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 Byline Bank · Lender record →
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- The Garone Group Inc. in Patchogue, NY — $1.0M (2025) · purchase · Hanover Community Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 10% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $779K (75%)
- Approval → funding
- 35 days
- Approved
- 6/25/2025
- First disbursed
- 7/30/2025
- 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
- $1.2M
- Est. down payment (10%)
- $115K
- Est. cash at closing
- $158K
- Monthly payment
- $13,717
- Annual debt service
- $165K
- Cash flow needed (1.25×)
- $206K
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 Hanover Community Bank · Lender record →
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- Shimon Agency Group Inc. in Fresh Meadows, NY — $627K (2025) · purchase · United Midwest Savings Bank National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 10% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $470K (75%)
- Approval → funding
- 11 days
- Approved
- 3/20/2025
- First disbursed
- 3/31/2025
- 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
- $697K
- Est. down payment (10%)
- $70K
- Est. cash at closing
- $93K
- Monthly payment
- $8,286
- Annual debt service
- $99K
- Cash flow needed (1.25×)
- $124K
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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- ALEX CABRERA AGENCY INC. in Islip Terrace, NY — $150K (2025) · purchase · Byline Bank
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Rate at approval
- 10.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $75K (50%)
- Approval → funding
- 51 days
- Approved
- 5/20/2025
- First disbursed
- 7/10/2025
- Loan status
- Current
- Loan type
- Revolving line
- 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
- $167K
- Est. down payment (10%)
- $17K
- Est. cash at closing
- $21K
- Monthly payment
- $2,003
- Annual debt service
- $24K
- Cash flow needed (1.25×)
- $30K
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 Byline Bank · Lender record →
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- E.G. BOWMAN CO., INC. in New York, NY — $1.6M (2024) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 9.99% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.2M (75%)
- Approval → funding
- 31 days
- Approved
- 12/8/2023
- First disbursed
- 1/8/2024
- 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
- $1.8M
- Est. down payment (10%)
- $178K
- Est. cash at closing
- $245K
- Monthly payment
- $21,201
- Annual debt service
- $254K
- Cash flow needed (1.25×)
- $318K
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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- COMPASS GROUP NORTHEAST LLC in Milton, NY — $322K (2024) · purchase · Rhinebeck Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 7.86% fixed
- Term
- 84 mo (7 yrs)
- SBA guaranteed
- $242K (75%)
- Approval → funding
- 37 days
- Approved
- 1/23/2024
- First disbursed
- 2/29/2024
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 2
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
If you were the buyer here
- Est. deal size
- $358K
- Est. down payment (10%)
- $36K
- Est. cash at closing
- $48K
- Monthly payment
- $4,996
- Annual debt service
- $60K
- Cash flow needed (1.25×)
- $75K
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 Rhinebeck Bank · Lender record →
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- Simple Safe Insurance Agency Inc in Rosedale, NY — $150K (2024) · purchase · Pathward National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 11.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $128K (85%)
- Approval → funding
- 10 days
- Approved
- 6/3/2024
- First disbursed
- 6/13/2024
- Loan status
- Paid in full (5/31/2025)
- 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
- $167K
- Est. down payment (10%)
- $17K
- Est. cash at closing
- $21K
- Monthly payment
- $2,088
- Annual debt service
- $25K
- Cash flow needed (1.25×)
- $31K
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 →
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- COMPASS GROUP NORTHEAST LLC in Milton, NY — $25K (2024) · purchase · Rhinebeck Bank
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Rate at approval
- 9.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $13K (50%)
- Approval → funding
- 37 days
- Approved
- 1/23/2024
- First disbursed
- 2/29/2024
- Loan status
- Current
- Loan type
- Revolving line
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 2
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
If you were the buyer here
- Est. deal size
- $28K
- Est. down payment (10%)
- $3K
- Est. cash at closing
- $4K
- Monthly payment
- $327
- Annual debt service
- $4K
- Cash flow needed (1.25×)
- $5K
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 Rhinebeck Bank · Lender record →
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- Rullo Group, LLC in Latham, NY — $5.0M (2023) · purchase · Bankwell Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 10.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $3.8M (75%)
- Approval → funding
- 6 days
- Approved
- 4/19/2023
- First disbursed
- 4/25/2023
- 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
- 4
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
If you were the buyer here
- Est. deal size
- $5.6M
- Est. down payment (10%)
- $556K
- Est. cash at closing
- $769K
- Monthly payment
- $66,770
- Annual debt service
- $801K
- Cash flow needed (1.25×)
- $1.0M
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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- Lefferts Albany Holdings, LLC in New York, NY — $2.5M (2023) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 9.74% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.9M (75%)
- Approval → funding
- 20 days
- Approved
- 7/7/2023
- First disbursed
- 7/27/2023
- 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
- $2.8M
- Est. down payment (10%)
- $283K
- Est. cash at closing
- $391K
- Monthly payment
- $33,332
- Annual debt service
- $400K
- Cash flow needed (1.25×)
- $500K
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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- N. T. Insurance Agency in North Tonawanda, NY — $499K (2023) · purchase · Northwest Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 11.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $374K (75%)
- Approval → funding
- 1 days
- Approved
- 7/20/2023
- First disbursed
- 7/21/2023
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Individual
- 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
- $554K
- Est. down payment (10%)
- $55K
- Est. cash at closing
- $74K
- Monthly payment
- $6,945
- Annual debt service
- $83K
- Cash flow needed (1.25×)
- $104K
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 Bank · Lender record →
Your business? Claim this record · Request removal
- InFocus Advisors, Inc. in Liverpool, NY — $1.9M (2022) · purchase · Manufacturers and Traders Trust Company
- Program
- Preferred Lenders Program
- Rate at approval
- 5.7% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.4M (75%)
- Approval → funding
- 14 days
- Approved
- 2/22/2022
- First disbursed
- 3/8/2022
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 13
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
If you were the buyer here
- Est. deal size
- $2.1M
- Est. down payment (10%)
- $208K
- Est. cash at closing
- $287K
- Monthly payment
- $20,535
- Annual debt service
- $246K
- Cash flow needed (1.25×)
- $308K
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 →
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- Pirzada Ali Incorporated in Valley Stream, NY — $1.0M (2022) · purchase · MVB Bank, Inc.
- Program
- 7a General
- Rate at approval
- 6% variable
- Term
- 105 months
- SBA guaranteed
- $776K (75%)
- Approval → funding
- 11 days
- Approved
- 10/20/2021
- First disbursed
- 10/31/2021
- Loan status
- Failed — $442K charged off (3/25/2025)
- 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
- $1.1M
- Est. down payment (10%)
- $115K
- Est. cash at closing
- $158K
- Monthly payment
- $12,693
- Annual debt service
- $152K
- Cash flow needed (1.25×)
- $190K
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 MVB Bank, Inc.
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- Nickel City Insurance Agency, Inc. in Lancaster, NY — $736K (2022) · purchase · Five Star Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 6.75% fixed
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $552K (75%)
- Approval → funding
- 6 days
- Approved
- 8/11/2022
- First disbursed
- 8/17/2022
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 2
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
If you were the buyer here
- Est. deal size
- $818K
- Est. down payment (10%)
- $82K
- Est. cash at closing
- $112K
- Monthly payment
- $8,451
- Annual debt service
- $101K
- Cash flow needed (1.25×)
- $127K
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 Five Star Bank · Lender record →
Your business? Claim this record · Request removal
- Snead Agency, LLC in Wappingers Falls, NY — $615K (2022) · purchase · United Midwest Savings Bank National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 6% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $461K (75%)
- Approval → funding
- 9 days
- Approved
- 10/20/2021
- First disbursed
- 10/29/2021
- 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
- $683K
- Est. down payment (10%)
- $68K
- Est. cash at closing
- $91K
- Monthly payment
- $6,828
- Annual debt service
- $82K
- Cash flow needed (1.25×)
- $102K
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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- ASSURANCE SERVICE PARTNERS, LLC in Verona Beach, NY — $4.3M (2021) · purchase · Beacon Bank and Trust
- Program
- Preferred Lenders Program
- Rate at approval
- 6% variable
- Term
- 132 mo (11 yrs)
- SBA guaranteed
- $3.7M (87%)
- Approval → funding
- 47 days
- Approved
- 3/11/2021
- First disbursed
- 4/27/2021
- Loan status
- Paid in full (3/31/2025)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 24
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
If you were the buyer here
- Est. deal size
- $4.8M
- Est. down payment (10%)
- $478K
- Est. cash at closing
- $661K
- Monthly payment
- $44,578
- Annual debt service
- $535K
- Cash flow needed (1.25×)
- $669K
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 Beacon Bank and Trust · Lender record →
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- Twin Forks Insurane Agency Inc in Bellport, NY — $1.3M (2021) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 5.55% fixed
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.2M (90%)
- Approval → funding
- 4 days
- Approved
- 6/28/2021
- First disbursed
- 7/2/2021
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 7
- 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%)
- $146K
- Est. cash at closing
- $200K
- Monthly payment
- $14,304
- Annual debt service
- $172K
- Cash flow needed (1.25×)
- $215K
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
- The Darren Moon Insurance Agency, Inc. in Astoria, NY — $1.2M (2021) · purchase · Mechanics and Farmers Bank
- Program
- 7a General
- Rate at approval
- 5.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.1M (90%)
- Approval → funding
- 16 days
- Approved
- 8/11/2021
- First disbursed
- 8/27/2021
- Loan status
- Current
- 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
- $1.4M
- Est. down payment (10%)
- $137K
- Est. cash at closing
- $188K
- Monthly payment
- $13,240
- Annual debt service
- $159K
- Cash flow needed (1.25×)
- $199K
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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- Status Agency LLC in Brooklyn, NY — $1.1M (2021) · purchase · United Bank of Philadelphia
- Program
- 7a General
- Rate at approval
- 5.25% variable
- Term
- 239 months
- SBA guaranteed
- $983K (90%)
- Approval → funding
- 14 days
- Approved
- 7/14/2021
- First disbursed
- 7/28/2021
- 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
- $1.2M
- Est. down payment (10%)
- $121K
- Est. cash at closing
- $166K
- Monthly payment
- $7,380
- 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 United Bank of Philadelphia · Lender record →
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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 York project address.
Agent summary
How to finance a insurance agencies and brokerages acquisition in New York with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded New York deals. Byline Bank funds the most here. DealRoom is not a lender.
- $565K typical loan
- 16 lenders active in New York
- 30+ funded New York deals
- 14 days typical to fund
Buyers buying a insurance agencies and brokerages in New York 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.