Lender intelligence
Financing a insurance agencies and brokerages acquisition in Utah
The SBA 7(a) lenders funding the most insurance agencies and brokerages acquisitions in Utah, 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 · Utah
Ranked by funded insurance agencies and brokerages acquisitions in Utah. Tap a lender for its full record, or hit Get in touch for an introduction.
- 1.575 loans · $220M · De Graff, OHFull record →
- 2.1,296 loans · $1.4B · Wilmington, NCFull record →
- 3.16 loans · $18M · Chicago, ILFull record →
6+ funded Insurance Agencies and Brokerages in Utah 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.
- Roestenburg Insurance Agency, Inc. in Salt Lake City, UT — $1.6M (2023) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 8.78% variable
- Term
- 160 months
- SBA guaranteed
- $1.2M (75%)
- Approval → funding
- 87 days
- Approved
- 3/7/2023
- First disbursed
- 6/2/2023
- 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
- $1.8M
- Est. down payment (10%)
- $182K
- Est. cash at closing
- $250K
- Monthly payment
- $17,375
- Annual debt service
- $208K
- Cash flow needed (1.25×)
- $261K
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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- Alliance Financial Advisors, LLC in Riverton, UT — $350K (2023) · purchase · SNB Bank, National Association
- Program
- 7a General
- Rate at approval
- 9% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $263K (75%)
- Approval → funding
- 17 days
- Approved
- 10/21/2022
- First disbursed
- 11/7/2022
- Loan status
- Current
- Loan type
- Term loan
- 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
- $389K
- Est. down payment (10%)
- $39K
- Est. cash at closing
- $52K
- Monthly payment
- $4,434
- Annual debt service
- $53K
- Cash flow needed (1.25×)
- $67K
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 SNB Bank, National Association
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- BJF Insurance Services Inc in Salt Lake City, UT — $1.3M (2021) · purchase · United Midwest Savings Bank National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 6% variable
- Term
- 168 mo (14 yrs)
- SBA guaranteed
- $1.2M (90%)
- Approval → funding
- 27 days
- Approved
- 9/3/2021
- First disbursed
- 9/30/2021
- 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
- $1.5M
- Est. down payment (10%)
- $148K
- Est. cash at closing
- $203K
- Monthly payment
- $11,720
- Annual debt service
- $141K
- Cash flow needed (1.25×)
- $176K
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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- Platinum, LLC in Kaysville, UT — $332K (2021) · purchase · United Midwest Savings Bank National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 6% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $299K (90%)
- Approval → funding
- 22 days
- Approved
- 5/6/2021
- First disbursed
- 5/28/2021
- 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
- $369K
- Est. down payment (10%)
- $37K
- Est. cash at closing
- $49K
- Monthly payment
- $3,688
- Annual debt service
- $44K
- Cash flow needed (1.25×)
- $55K
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
- JRS Capital Management Corporation in Kaysville, UT — $2.4M (2020) · purchase · United Midwest Savings Bank National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 6% variable
- Term
- 91 months
- SBA guaranteed
- $1.8M (75%)
- Approval → funding
- 28 days
- Approved
- 9/2/2020
- First disbursed
- 9/30/2020
- Loan status
- In workout — SBA bought the guarantee
- 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
- $2.7M
- Est. down payment (10%)
- $267K
- Est. cash at closing
- $368K
- Monthly payment
- $32,892
- Annual debt service
- $395K
- Cash flow needed (1.25×)
- $493K
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
- Caliber Select Insurance, LLC in Orem, UT — $743K (2020) · purchase · BMO Bank National Association
- Program
- 7a General
- Rate at approval
- 5.75% fixed
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $557K (75%)
- Approval → funding
- 12 days
- Approved
- 9/18/2020
- First disbursed
- 9/30/2020
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 11
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
If you were the buyer here
- Est. deal size
- $825K
- Est. down payment (10%)
- $83K
- Est. cash at closing
- $113K
- Monthly payment
- $8,150
- Annual debt service
- $98K
- Cash flow needed (1.25×)
- $122K
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 BMO Bank National Association · 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 Utah project address.
Agent summary
How to finance a insurance agencies and brokerages acquisition in Utah with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded Utah deals. United Midwest Savings Bank National Association funds the most here. DealRoom is not a lender.
- $565K typical loan
- 4 lenders active in Utah
- 6+ funded Utah deals
- 27 days typical to fund
Buyers buying a insurance agencies and brokerages in Utah 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.