Lender intelligence
Financing a insurance agencies and brokerages acquisition in Pennsylvania
The SBA 7(a) lenders funding the most insurance agencies and brokerages acquisitions in Pennsylvania, 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 · Pennsylvania
Ranked by funded insurance agencies and brokerages acquisitions in Pennsylvania. Tap a lender for its full record, or hit Get in touch for an introduction.
- 1.242 loans · $281M · Chicago, ILFull record →
- 2.1,296 loans · $1.4B · Wilmington, NCFull record →
- 3.575 loans · $220M · De Graff, OHFull record →
- 4.15 loans · $6M · Watkinsville, GAFull record →
15+ funded Insurance Agencies and Brokerages in Pennsylvania 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.
- YMI Agency, Inc in Stroudsburg, PA — $2.3M (2026) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 7.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.7M (75%)
- Approved
- 3/13/2026
- Loan status
- Committed
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 16
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
If you were the buyer here
- Est. deal size
- $2.6M
- Est. down payment (10%)
- $258K
- Est. cash at closing
- $355K
- Monthly payment
- $27,842
- Annual debt service
- $334K
- Cash flow needed (1.25×)
- $418K
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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- JONATHAN TOMASSI AGENCY LLC in Bethlehem, PA — $902K (2026) · purchase · Byline Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 9.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $677K (75%)
- Approved
- 12/3/2025
- Loan status
- Committed
- 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
- $1.0M
- Est. down payment (10%)
- $100K
- Est. cash at closing
- $137K
- Monthly payment
- $11,795
- Annual debt service
- $142K
- Cash flow needed (1.25×)
- $177K
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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- JONATHAN TOMASSI AGENCY LLC in Bethlehem, PA — $150K (2026) · purchase · Byline Bank
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Rate at approval
- 9.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $75K (50%)
- Approved
- 12/3/2025
- Loan status
- Committed
- Loan type
- Revolving line
- 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
- $167K
- Est. down payment (10%)
- $17K
- Est. cash at closing
- $21K
- Monthly payment
- $1,962
- Annual debt service
- $24K
- Cash flow needed (1.25×)
- $29K
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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- Fitzmaurice Family Enterprises, Inc. in Lansdale, PA — $467K (2025) · purchase · Byline Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 10.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $350K (75%)
- Approval → funding
- 70 days
- Approved
- 3/25/2025
- First disbursed
- 6/3/2025
- 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
- $519K
- Est. down payment (10%)
- $52K
- Est. cash at closing
- $69K
- Monthly payment
- $6,301
- Annual debt service
- $76K
- Cash flow needed (1.25×)
- $95K
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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- ELIG Franklin, LLC in Bridgeville, PA — $4.3M (2023) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 7.51% fixed
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $3.2M (75%)
- Approval → funding
- 5 days
- Approved
- 10/28/2022
- First disbursed
- 11/2/2022
- 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
- $4.7M
- Est. down payment (10%)
- $473K
- Est. cash at closing
- $655K
- Monthly payment
- $50,589
- Annual debt service
- $607K
- Cash flow needed (1.25×)
- $759K
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
- Matterhorn Reach LLC in Folsom, PA — $1.9M (2023) · purchase · Oconee State Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 10.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.4M (75%)
- Approval → funding
- 4 days
- Approved
- 9/29/2023
- First disbursed
- 10/3/2023
- Loan status
- Paid in full (11/30/2024)
- 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
- $2.1M
- Est. down payment (10%)
- $211K
- Est. cash at closing
- $290K
- Monthly payment
- $25,584
- Annual debt service
- $307K
- Cash flow needed (1.25×)
- $384K
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 Oconee State Bank · Lender record →
Your business? Claim this record · Request removal
- Pares Agency, LLC in Bethlehem, PA — $962K (2023) · purchase · United Midwest Savings Bank National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 10.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $722K (75%)
- Approval → funding
- 12 days
- Approved
- 7/19/2023
- First disbursed
- 7/31/2023
- 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
- $1.1M
- Est. down payment (10%)
- $107K
- Est. cash at closing
- $147K
- Monthly payment
- $13,116
- Annual debt service
- $157K
- Cash flow needed (1.25×)
- $197K
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
- Altany, Loynd & Lindquist, LLC in Tarentum, PA — $1.9M (2022) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 5.99% fixed
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.4M (75%)
- Approval → funding
- 39 days
- Approved
- 5/19/2022
- First disbursed
- 6/27/2022
- Loan status
- Paid in full (4/30/2025)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 18
- 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%)
- $206K
- Est. cash at closing
- $283K
- Monthly payment
- $20,530
- 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 Live Oak Banking Company · Lender record →
Your business? Claim this record · Request removal
- The Shay Agency LLC in Wilkes Barre, PA — $300K (2022) · purchase · Fidelity Deposit and Discount Bank
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Rate at approval
- 4.5% fixed
- Term
- 84 mo (7 yrs)
- SBA guaranteed
- $150K (50%)
- Approval → funding
- 23 days
- Approved
- 4/11/2022
- First disbursed
- 5/4/2022
- Loan status
- Paid in full (5/31/2024)
- 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
- $333K
- Est. down payment (10%)
- $33K
- Est. cash at closing
- $45K
- Monthly payment
- $4,170
- Annual debt service
- $50K
- Cash flow needed (1.25×)
- $63K
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 Fidelity Deposit and Discount Bank · Lender record →
Your business? Claim this record · Request removal
- LCM Group Inc. in Wayne, PA — $1.3M (2021) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 5.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.0M (75%)
- Approved
- 10/27/2020
- Loan status
- Cancelled
- 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
- $1.5M
- Est. down payment (10%)
- $148K
- Est. cash at closing
- $203K
- Monthly payment
- $14,488
- Annual debt service
- $174K
- Cash flow needed (1.25×)
- $217K
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
- Tricia Ann Stone in Gilbertsville, PA — $785K (2021) · purchase · Mid Penn Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $707K (90%)
- Approval → funding
- 3 days
- Approved
- 2/2/2021
- First disbursed
- 2/5/2021
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Individual
- 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
- $873K
- Est. down payment (10%)
- $87K
- Est. cash at closing
- $120K
- Monthly payment
- $8,329
- Annual debt service
- $100K
- Cash flow needed (1.25×)
- $125K
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 Mid Penn Bank · Lender record →
Your business? Claim this record · Request removal
- EBRIGHT ENTERPRISES, INC. in Beaver Springs, PA — $330K (2021) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 5.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $297K (90%)
- Approval → funding
- 13 days
- Approved
- 4/2/2021
- First disbursed
- 4/15/2021
- Loan status
- Paid in full (11/30/2021)
- 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
- $367K
- Est. down payment (10%)
- $37K
- Est. cash at closing
- $49K
- Monthly payment
- $3,622
- Annual debt service
- $43K
- Cash flow needed (1.25×)
- $54K
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
- GDK INC in Scottdale, PA — $2.0M (2020) · purchase · Mid Penn Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 4.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.5M (75%)
- Approval → funding
- 34 days
- Approved
- 8/27/2020
- First disbursed
- 9/30/2020
- Loan status
- Paid in full (10/31/2022)
- 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
- $2.3M
- Est. down payment (10%)
- $226K
- Est. cash at closing
- $311K
- Monthly payment
- $21,337
- Annual debt service
- $256K
- Cash flow needed (1.25×)
- $320K
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 Mid Penn Bank · Lender record →
Your business? Claim this record · Request removal
- Feiser Insurance LLC in Lancaster, PA — $597K (2020) · purchase · Northwest Bank
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Rate at approval
- 4.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $299K (50%)
- Approval → funding
- 3 days
- Approved
- 8/28/2020
- First disbursed
- 8/31/2020
- Loan status
- Paid in full (8/31/2025)
- 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
- $663K
- Est. down payment (10%)
- $66K
- Est. cash at closing
- $89K
- Monthly payment
- $6,259
- Annual debt service
- $75K
- Cash flow needed (1.25×)
- $94K
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
- Altany, Loynd & Lindquist, LLC in Tarentum, PA — $530K (2020) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 7% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $398K (75%)
- Approval → funding
- 13 days
- Approved
- 10/31/2019
- First disbursed
- 11/13/2019
- Loan status
- Paid in full (4/30/2025)
- 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
- $589K
- Est. down payment (10%)
- $59K
- Est. cash at closing
- $79K
- Monthly payment
- $6,154
- Annual debt service
- $74K
- Cash flow needed (1.25×)
- $92K
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
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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 Pennsylvania project address.
Agent summary
How to finance a insurance agencies and brokerages acquisition in Pennsylvania with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded Pennsylvania deals. Byline Bank funds the most here. DealRoom is not a lender.
- $565K typical loan
- 7 lenders active in Pennsylvania
- 15+ funded Pennsylvania deals
- 13 days typical to fund
Buyers buying a insurance agencies and brokerages in Pennsylvania 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.