Lender intelligence
Financing a insurance agencies and brokerages acquisition in Ohio
The SBA 7(a) lenders funding the most insurance agencies and brokerages acquisitions in Ohio, 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 · Ohio
Ranked by funded insurance agencies and brokerages acquisitions in Ohio. Tap a lender for its full record, or hit Get in touch for an introduction.
- 1.1,296 loans · $1.4B · Wilmington, NCFull record →
- 2.318 loans · $229M · Osage Beach, MOFull record →
- 3.19 loans · $5M · Columbus, OHFull record →
11+ funded Insurance Agencies and Brokerages in Ohio 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.
- ODELL CAPITAL MANAGEMENT INC in Hillsboro, OH — $4.3M (2026) · purchase · American National Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 7.81% fixed
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $3.2M (75%)
- Approval → funding
- 16 days
- Approved
- 12/17/2025
- First disbursed
- 1/2/2026
- 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
- $4.8M
- Est. down payment (10%)
- $478K
- Est. cash at closing
- $660K
- Monthly payment
- $51,716
- Annual debt service
- $621K
- Cash flow needed (1.25×)
- $776K
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 American National Bank
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- Hufstetler Insurance Group LLC in Massillon, OH — $195K (2026) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 9.24% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $146K (75%)
- Approved
- 1/29/2026
- Loan status
- Committed
- 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
- $217K
- Est. down payment (10%)
- $22K
- Est. cash at closing
- $29K
- Monthly payment
- $2,496
- Annual debt service
- $30K
- Cash flow needed (1.25×)
- $37K
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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- JPC AGENCY INC. in Bellbrook, OH — $1.4M (2025) · purchase · First Bank of the Lake
- Program
- Preferred Lenders Program
- Rate at approval
- 10.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.0M (75%)
- Approval → funding
- 34 days
- Approved
- 3/7/2025
- First disbursed
- 4/10/2025
- 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
- $1.5M
- Est. down payment (10%)
- $153K
- Est. cash at closing
- $210K
- Monthly payment
- $18,431
- Annual debt service
- $221K
- Cash flow needed (1.25×)
- $276K
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 Bank of the Lake · Lender record →
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- Mang Family Insurance LLC in Youngstown, OH — $500K (2025) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 10.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $375K (75%)
- Approval → funding
- 14 days
- Approved
- 5/19/2025
- First disbursed
- 6/2/2025
- 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
- $556K
- Est. down payment (10%)
- $56K
- Est. cash at closing
- $74K
- Monthly payment
- $6,747
- Annual debt service
- $81K
- Cash flow needed (1.25×)
- $101K
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
- SIG 2 LLC in Columbus, OH — $720K (2024) · purchase · Telhio Credit Union Inc
- Program
- Preferred Lenders Program
- Rate at approval
- 11% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $540K (75%)
- Approval → funding
- 11 days
- Approved
- 6/13/2024
- First disbursed
- 6/24/2024
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 13
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
If you were the buyer here
- Est. deal size
- $800K
- Est. down payment (10%)
- $80K
- Est. cash at closing
- $110K
- Monthly payment
- $9,918
- Annual debt service
- $119K
- Cash flow needed (1.25×)
- $149K
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 Telhio Credit Union Inc · Lender record →
Your business? Claim this record · Request removal
- Shamrock Insurance Agency in Marion, OH — $1.3M (2022) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 5.49% variable
- Term
- 142 months
- SBA guaranteed
- $975K (75%)
- Approved
- 2/22/2022
- Loan status
- Cancelled
- Loan type
- Term loan
- Collateral
- 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
- $1.4M
- Est. down payment (10%)
- $144K
- Est. cash at closing
- $198K
- Monthly payment
- $12,469
- Annual debt service
- $150K
- Cash flow needed (1.25×)
- $187K
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
- TJC Insurance LLC in Niles, OH — $497K (2022) · purchase · Mechanics and Farmers Bank
- Program
- 7a General
- Rate at approval
- 7.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $373K (75%)
- Approval → funding
- 3 days
- Approved
- 8/29/2022
- First disbursed
- 9/1/2022
- Loan status
- Paid in full (10/31/2025)
- 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
- $552K
- Est. down payment (10%)
- $55K
- Est. cash at closing
- $74K
- Monthly payment
- $5,898
- Annual debt service
- $71K
- Cash flow needed (1.25×)
- $88K
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
- Agency Associates Inc. in Lakewood, OH — $632K (2021) · purchase · United Midwest Savings Bank National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 6% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $569K (90%)
- Approval → funding
- 2 days
- Approved
- 7/28/2021
- First disbursed
- 7/30/2021
- 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
- $702K
- Est. down payment (10%)
- $70K
- Est. cash at closing
- $94K
- Monthly payment
- $7,016
- Annual debt service
- $84K
- Cash flow needed (1.25×)
- $105K
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
- JRumancik LLC in North Olmsted, OH — $463K (2021) · purchase · Northwest Bank
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Rate at approval
- 4.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $231K (50%)
- Approval → funding
- 5 days
- Approved
- 2/12/2021
- First disbursed
- 2/17/2021
- 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
- $514K
- Est. down payment (10%)
- $51K
- Est. cash at closing
- $69K
- Monthly payment
- $4,849
- Annual debt service
- $58K
- Cash flow needed (1.25×)
- $73K
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
- Newland-Heydinger Insurance Agency in Kenton, OH — $650K (2020) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 7.1% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $488K (75%)
- Approval → funding
- 8 days
- Approved
- 12/30/2019
- First disbursed
- 1/7/2020
- 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
- $722K
- Est. down payment (10%)
- $72K
- Est. cash at closing
- $97K
- Monthly payment
- $7,581
- Annual debt service
- $91K
- Cash flow needed (1.25×)
- $114K
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
- Carile Insurance Services LLC in Brookpark, OH — $241K (2020) · purchase · Mechanics and Farmers Bank
- Program
- 7a General
- Rate at approval
- 7.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $180K (75%)
- Approval → funding
- 47 days
- Approved
- 2/13/2020
- First disbursed
- 3/31/2020
- Loan status
- Paid in full (9/30/2023)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 9
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
If you were the buyer here
- Est. deal size
- $267K
- Est. down payment (10%)
- $27K
- Est. cash at closing
- $36K
- Monthly payment
- $2,855
- Annual debt service
- $34K
- Cash flow needed (1.25×)
- $43K
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 Ohio project address.
Agent summary
How to finance a insurance agencies and brokerages acquisition in Ohio with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded Ohio deals. Live Oak Banking Company funds the most here. DealRoom is not a lender.
- $565K typical loan
- 7 lenders active in Ohio
- 11+ funded Ohio deals
- 11 days typical to fund
Buyers buying a insurance agencies and brokerages in Ohio 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.