Lender intelligence
Financing a insurance agencies and brokerages acquisition in Virginia
The SBA 7(a) lenders funding the most insurance agencies and brokerages acquisitions in Virginia, 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 · Virginia
Ranked by funded insurance agencies and brokerages acquisitions in Virginia. 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 →
- 3.12 loans · $5M · Durham, NCFull record →
7+ funded Insurance Agencies and Brokerages in Virginia 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.
- 360 Insurance Solutions, Inc. in Richmond, VA — $250K (2023) · purchase · United Midwest Savings Bank National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 8.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $188K (75%)
- Approval → funding
- 2 days
- Approved
- 10/5/2022
- First disbursed
- 10/7/2022
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 1
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
If you were the buyer here
- Est. deal size
- $278K
- Est. down payment (10%)
- $28K
- Est. cash at closing
- $37K
- Monthly payment
- $3,100
- Annual debt service
- $37K
- Cash flow needed (1.25×)
- $46K
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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- J T Davis Insurance Agency Inc in Nathalie, VA — $1.1M (2022) · purchase · Blue Ridge Bank National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 6.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $840K (75%)
- Approval → funding
- 0 days
- Approved
- 3/30/2022
- First disbursed
- 3/30/2022
- 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
- $1.2M
- Est. down payment (10%)
- $124K
- Est. cash at closing
- $171K
- Monthly payment
- $12,569
- Annual debt service
- $151K
- Cash flow needed (1.25×)
- $189K
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 Blue Ridge Bank National Association
Your business? Claim this record · Request removal
- Guarded Insurance LLC in Williamsburg, VA — $1.7M (2021) · purchase · United Midwest Savings Bank National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 6% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.5M (90%)
- Approval → funding
- 1 days
- Approved
- 8/30/2021
- First disbursed
- 8/31/2021
- 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
- $1.8M
- Est. down payment (10%)
- $184K
- Est. cash at closing
- $253K
- Monthly payment
- $18,418
- 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 United Midwest Savings Bank National Association · Lender record →
Your business? Claim this record · Request removal
- ALLIED PARTNERS INSURANCE INC in Farmville, VA — $603K (2021) · purchase · United Midwest Savings Bank National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 6% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $452K (75%)
- Approval → funding
- 0 days
- Approved
- 11/20/2020
- First disbursed
- 11/20/2020
- Loan status
- Paid in full (2/28/2022)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 10
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
If you were the buyer here
- Est. deal size
- $670K
- Est. down payment (10%)
- $67K
- Est. cash at closing
- $90K
- Monthly payment
- $6,695
- Annual debt service
- $80K
- Cash flow needed (1.25×)
- $100K
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
- Schoonover Insurance Group in Danville, VA — $210K (2021) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 5.99% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $158K (75%)
- Approval → funding
- 24 days
- Approved
- 12/18/2020
- First disbursed
- 1/11/2021
- Loan status
- Paid in full (2/28/2022)
- 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
- $233K
- Est. down payment (10%)
- $23K
- Est. cash at closing
- $31K
- Monthly payment
- $2,330
- Annual debt service
- $28K
- Cash flow needed (1.25×)
- $35K
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
- Legacy Builders Insurance and Financial Services in Newport News, VA — $782K (2020) · purchase · Mechanics and Farmers Bank
- Program
- 7a General
- Rate at approval
- 6.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $587K (75%)
- Approval → funding
- 21 days
- Approved
- 3/10/2020
- First disbursed
- 3/31/2020
- Loan status
- Past due
- 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
- $869K
- Est. down payment (10%)
- $87K
- Est. cash at closing
- $119K
- Monthly payment
- $8,979
- Annual debt service
- $108K
- Cash flow needed (1.25×)
- $135K
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
- TR King Insurance Marketing, LLC in Roanoke, VA — $372K (2020) · purchase · United Midwest Savings Bank National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 7.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $279K (75%)
- Approval → funding
- 41 days
- Approved
- 11/20/2019
- 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
- 2
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
If you were the buyer here
- Est. deal size
- $413K
- Est. down payment (10%)
- $41K
- Est. cash at closing
- $55K
- Monthly payment
- $4,416
- Annual debt service
- $53K
- Cash flow needed (1.25×)
- $66K
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
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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 Virginia project address.
Agent summary
How to finance a insurance agencies and brokerages acquisition in Virginia with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded Virginia deals. United Midwest Savings Bank National Association funds the most here. DealRoom is not a lender.
- $565K typical loan
- 4 lenders active in Virginia
- 7+ funded Virginia deals
- 21 days typical to fund
Buyers buying a insurance agencies and brokerages in Virginia 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.