Lender intelligence
Financing a insurance agencies and brokerages acquisition in Rhode Island
The SBA 7(a) lenders funding the most insurance agencies and brokerages acquisitions in Rhode Island, 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 · Rhode Island
Ranked by funded insurance agencies and brokerages acquisitions in Rhode Island. Tap a lender for its full record, or hit Get in touch for an introduction.
- 1.57 loans · $97M · New Canaan, CTFull record →
- 2.1 loans · $0M · Jewett City, CTFull record →
- 3.575 loans · $220M · De Graff, OHFull record →
3+ funded Insurance Agencies and Brokerages in Rhode Island 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.
- Nederlanden Marine Insurance Group LLC in Warwick, RI — $2.5M (2026) · purchase · Bankwell Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 9.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.9M (75%)
- Approval → funding
- 24 days
- Approved
- 11/24/2025
- First disbursed
- 12/18/2025
- 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
- $2.8M
- Est. down payment (10%)
- $278K
- Est. cash at closing
- $383K
- Monthly payment
- $32,349
- Annual debt service
- $388K
- Cash flow needed (1.25×)
- $485K
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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- Main Rhode Insurance Agency Inc in Tiverton, RI — $1.3M (2021) · purchase · United Midwest Savings Bank National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 6% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.0M (75%)
- Approval → funding
- 0 days
- Approved
- 12/14/2020
- First disbursed
- 12/14/2020
- Loan status
- Paid in full (4/30/2024)
- 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
- $1.5M
- Est. down payment (10%)
- $149K
- Est. cash at closing
- $204K
- Monthly payment
- $14,877
- Annual debt service
- $179K
- Cash flow needed (1.25×)
- $223K
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
- Nicholas J. Fusaro in Westerly, RI — $1.0M (2021) · purchase · Jewett City Savings Bank
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Rate at approval
- 3.55% fixed
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $500K (50%)
- Approval → funding
- 58 days
- Approved
- 11/23/2020
- First disbursed
- 1/20/2021
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Individual
- Jobs supported
- 1
- 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
- $9,912
- 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 Jewett City Savings 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 Rhode Island project address.
Agent summary
How to finance a insurance agencies and brokerages acquisition in Rhode Island with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded Rhode Island deals. Bankwell Bank funds the most here. DealRoom is not a lender.
- $565K typical loan
- 3 lenders active in Rhode Island
- 3+ funded Rhode Island deals
- 58 days typical to fund
Buyers buying a insurance agencies and brokerages in Rhode Island 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.