Lender intelligence
Financing a insurance agencies and brokerages acquisition in Oregon
The SBA 7(a) lenders funding the most insurance agencies and brokerages acquisitions in Oregon, 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 · Oregon
Ranked by funded insurance agencies and brokerages acquisitions in Oregon. Tap a lender for its full record, or hit Get in touch for an introduction.
- 1.242 loans · $281M · Chicago, ILFull record →
- 2.138 loans · $276M · Sioux Falls, SDFull record →
- 3.99 loans · $43M · Walla Walla, WAFull record →
- 4.6 loans · $10M · Worthington, OHFull record →
- 5.12 loans · $29M · Everett, WAFull record →
- 6.1 loans · $1M · Philadelphia, PAFull record →
- 7.575 loans · $220M · De Graff, OHFull record →
- 8.13 loans · $18M · Roseburg, ORFull record →
12+ funded Insurance Agencies and Brokerages in Oregon 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.
- RBN Insurance LLC in Salem, OR — $967K (2025) · purchase · First Bank of Central Ohio
- Program
- Preferred Lenders Program
- Rate at approval
- 10.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $725K (75%)
- Approval → funding
- 89 days
- Approved
- 5/23/2025
- First disbursed
- 8/20/2025
- 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
- $1.1M
- Est. down payment (10%)
- $107K
- Est. cash at closing
- $147K
- Monthly payment
- $12,907
- 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 First Bank of Central Ohio · Lender record →
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- ZACK SKOGLIE INSURANCE AGENCY, INC. in Roseburg, OR — $690K (2025) · purchase · Byline Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 10.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $518K (75%)
- Approval → funding
- 8 days
- Approved
- 9/23/2025
- First disbursed
- 10/1/2025
- 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
- $767K
- Est. down payment (10%)
- $77K
- Est. cash at closing
- $103K
- Monthly payment
- $9,214
- Annual debt service
- $111K
- Cash flow needed (1.25×)
- $138K
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 →
Your business? Claim this record · Request removal
- SJ CARROLL INSURANCE AND FINANCIAL SERVICES, LLC in Bend, OR — $585K (2025) · purchase · Byline Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 10.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $439K (75%)
- Approval → funding
- 38 days
- Approved
- 3/25/2025
- First disbursed
- 5/2/2025
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 5
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
If you were the buyer here
- Est. deal size
- $650K
- Est. down payment (10%)
- $65K
- Est. cash at closing
- $87K
- Monthly payment
- $7,812
- Annual debt service
- $94K
- Cash flow needed (1.25×)
- $117K
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 →
Your business? Claim this record · Request removal
- O'Brien Agency Inc. in Albany, OR — $473K (2025) · purchase · Banner Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 9.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $355K (75%)
- Approval → funding
- 39 days
- Approved
- 12/23/2024
- First disbursed
- 1/31/2025
- 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
- $526K
- Est. down payment (10%)
- $53K
- Est. cash at closing
- $70K
- Monthly payment
- $6,185
- 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 Banner Bank · Lender record →
Your business? Claim this record · Request removal
- ZACK SKOGLIE INSURANCE AGENCY, INC. in Roseburg, OR — $100K (2025) · purchase · Byline Bank
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Rate at approval
- 10.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $50K (50%)
- Approval → funding
- 8 days
- Approved
- 9/23/2025
- First disbursed
- 10/1/2025
- Loan status
- Current
- Loan type
- Revolving line
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 3
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
If you were the buyer here
- Est. deal size
- $111K
- Est. down payment (10%)
- $11K
- Est. cash at closing
- $14K
- Monthly payment
- $1,335
- Annual debt service
- $16K
- Cash flow needed (1.25×)
- $20K
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 →
Your business? Claim this record · Request removal
- SJ CARROLL INSURANCE AND FINANCIAL SERVICES, LLC in Bend, OR — $100K (2025) · purchase · Byline Bank
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Rate at approval
- 10.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $50K (50%)
- Approval → funding
- 38 days
- Approved
- 3/25/2025
- First disbursed
- 5/2/2025
- 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
- $111K
- Est. down payment (10%)
- $11K
- Est. cash at closing
- $14K
- Monthly payment
- $1,335
- Annual debt service
- $16K
- Cash flow needed (1.25×)
- $20K
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 →
Your business? Claim this record · Request removal
- D. BROWN AGENCIES, INC. in Gresham, OR — $1.1M (2023) · purchase · Mountain Pacific Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 9.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $819K (75%)
- Approval → funding
- 22 days
- Approved
- 5/11/2023
- First disbursed
- 6/2/2023
- Loan status
- Paid in full (12/31/2025)
- 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
- $1.2M
- Est. down payment (10%)
- $121K
- Est. cash at closing
- $166K
- Monthly payment
- $14,130
- Annual debt service
- $170K
- Cash flow needed (1.25×)
- $212K
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 Mountain Pacific Bank · Lender record →
Your business? Claim this record · Request removal
- Stickel Insurance Group LLC in Troutdale, OR — $980K (2023) · purchase · Pathward National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 9% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $735K (75%)
- Approval → funding
- 29 days
- Approved
- 11/7/2022
- First disbursed
- 12/6/2022
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Not 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
- $1.1M
- Est. down payment (10%)
- $109K
- Est. cash at closing
- $149K
- Monthly payment
- $12,414
- Annual debt service
- $149K
- Cash flow needed (1.25×)
- $186K
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 →
Your business? Claim this record · Request removal
- The Smith Agency LLC in Corvallis, OR — $169K (2021) · purchase · United Bank of Philadelphia
- Program
- 7a General
- Rate at approval
- 6% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $152K (90%)
- Approval → funding
- 21 days
- Approved
- 9/9/2021
- First disbursed
- 9/30/2021
- Loan status
- In liquidation
- 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
- $188K
- Est. down payment (10%)
- $19K
- Est. cash at closing
- $25K
- Monthly payment
- $1,876
- Annual debt service
- $23K
- Cash flow needed (1.25×)
- $28K
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 →
Your business? Claim this record · Request removal
- Clear Choice Insurance LLC in Portland, OR — $650K (2020) · purchase · Pathward National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 6% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $488K (75%)
- Approved
- 4/23/2020
- Loan status
- Cancelled
- Loan type
- Term loan
- Collateral
- Not required
- Business type
- Corporation
- Jobs supported
- 3
- 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
- $7,216
- Annual debt service
- $87K
- Cash flow needed (1.25×)
- $108K
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 →
Your business? Claim this record · Request removal
- The Swanson Agency, Inc. in Corvallis, OR — $602K (2020) · purchase · Columbia Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 5.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $452K (75%)
- Approval → funding
- 52 days
- Approved
- 7/10/2020
- First disbursed
- 8/31/2020
- 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
- $669K
- Est. down payment (10%)
- $67K
- Est. cash at closing
- $89K
- Monthly payment
- $6,608
- Annual debt service
- $79K
- Cash flow needed (1.25×)
- $99K
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 Columbia Bank · Lender record →
Your business? Claim this record · Request removal
- Bogle & Co LLC in Gold Beach, OR — $400K (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
- $300K (75%)
- Approval → funding
- 42 days
- Approved
- 11/19/2019
- First disbursed
- 12/31/2019
- 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
- $444K
- Est. down payment (10%)
- $44K
- Est. cash at closing
- $59K
- Monthly payment
- $4,800
- Annual debt service
- $58K
- Cash flow needed (1.25×)
- $72K
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
Financing a insurance agencies and brokerages deal in Oregon? Start with the right lender
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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 Oregon project address.
Agent summary
How to finance a insurance agencies and brokerages acquisition in Oregon with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded Oregon deals. Byline Bank funds the most here. DealRoom is not a lender.
- $565K typical loan
- 8 lenders active in Oregon
- 12+ funded Oregon deals
- 38 days typical to fund
Buyers buying a insurance agencies and brokerages in Oregon 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.
- Sources: