Lender intelligence
Financing a insurance agencies and brokerages acquisition in West Virginia
The SBA 7(a) lenders funding the most insurance agencies and brokerages acquisitions in West 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 · West Virginia
Ranked by funded insurance agencies and brokerages acquisitions in West Virginia. Tap a lender for its full record, or hit Get in touch for an introduction.
- 1.1,296 loans · $1.4B · Wilmington, NCFull record →
- 2.7 loans · $9M · Memphis, TNFull record →
3+ funded Insurance Agencies and Brokerages in West 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.
- Swor Insurance Agency LLC in Charleston, WV — $2.6M (2026) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 7.94% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $2.0M (75%)
- Approval → funding
- 17 days
- Approved
- 1/16/2026
- First disbursed
- 2/2/2026
- 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
- $2.9M
- Est. down payment (10%)
- $294K
- Est. cash at closing
- $406K
- Monthly payment
- $32,068
- Annual debt service
- $385K
- Cash flow needed (1.25×)
- $481K
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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- Caldwell Insurance Agency and Financial Services, LLC in Danville, WV — $1.3M (2021) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 5.25% variable
- Term
- 138 months
- SBA guaranteed
- $1.2M (90%)
- Approval → funding
- 9 days
- Approved
- 7/21/2021
- First disbursed
- 7/30/2021
- Loan status
- Paid in full (7/31/2024)
- Loan type
- Term loan
- Collateral
- 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
- $1.5M
- Est. down payment (10%)
- $147K
- Est. cash at closing
- $202K
- Monthly payment
- $12,810
- Annual debt service
- $154K
- Cash flow needed (1.25×)
- $192K
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
- Wild Wonderful Insurance Group in Charleston, WV — $158K (2021) · purchase · Paragon Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 6% variable
- Term
- 83 months
- SBA guaranteed
- $118K (75%)
- Approval → funding
- 22 days
- Approved
- 10/9/2020
- First disbursed
- 10/31/2020
- Loan status
- Failed — $134K charged off (3/14/2024)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Individual
- Secondary market
- Loan sold to investors
- Jobs supported
- 8
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
If you were the buyer here
- Est. deal size
- $175K
- Est. down payment (10%)
- $18K
- Est. cash at closing
- $23K
- Monthly payment
- $2,323
- 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 Paragon 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 West Virginia project address.
Agent summary
How to finance a insurance agencies and brokerages acquisition in West Virginia with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded West Virginia deals. Live Oak Banking Company funds the most here. DealRoom is not a lender.
- $565K typical loan
- 2 lenders active in West Virginia
- 3+ funded West Virginia deals
- 17 days typical to fund
Buyers buying a insurance agencies and brokerages in West 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.