Lender intelligence
Financing a insurance agencies and brokerages acquisition in Wisconsin
The SBA 7(a) lenders funding the most insurance agencies and brokerages acquisitions in Wisconsin, 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 · Wisconsin
Ranked by funded insurance agencies and brokerages acquisitions in Wisconsin. Tap a lender for its full record, or hit Get in touch for an introduction.
- 1.9 loans · $5M · Wausau, WIFull record →
- 2.1,296 loans · $1.4B · Wilmington, NCFull record →
- 3.8 loans · $3M · La Crosse, WIFull record →
- 4.4 loans · $1M · Avilla, INFull record →
- 5.242 loans · $281M · Chicago, ILFull record →
- 6.575 loans · $220M · De Graff, OHFull record →
- 7.31 loans · $11M · Green Bay, WIFull record →
9+ funded Insurance Agencies and Brokerages in Wisconsin 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.
- Josh Lisney Agency in La Crosse, WI — $135K (2026) · purchase · Citizens State Bank of La Crosse
- Program
- 7a General
- Rate at approval
- 9.75% variable
- Term
- 59 months
- SBA guaranteed
- $115K (85%)
- Approval → funding
- 11 days
- Approved
- 1/12/2026
- First disbursed
- 1/23/2026
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Individual
- Jobs supported
- 4
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
If you were the buyer here
- Est. deal size
- $150K
- Est. down payment (10%)
- $15K
- Est. cash at closing
- $19K
- Monthly payment
- $2,889
- Annual debt service
- $35K
- Cash flow needed (1.25×)
- $43K
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 Citizens State Bank of La Crosse · Lender record →
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- Dabler Insurance Services LLC in Wausau, WI — $815K (2023) · purchase · IncredibleBank
- Program
- Preferred Lenders Program
- Rate at approval
- 10% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $611K (75%)
- Approval → funding
- 54 days
- Approved
- 3/24/2023
- First disbursed
- 5/17/2023
- 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
- $906K
- Est. down payment (10%)
- $91K
- Est. cash at closing
- $124K
- Monthly payment
- $10,770
- Annual debt service
- $129K
- Cash flow needed (1.25×)
- $162K
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 IncredibleBank · Lender record →
Your business? Claim this record · Request removal
- Bremax, LLC in Antigo, WI — $500K (2022) · purchase · IncredibleBank
- Program
- Preferred Lenders Program
- Rate at approval
- 6% variable
- Term
- 177 months
- SBA guaranteed
- $375K (75%)
- Approval → funding
- 24 days
- Approved
- 6/13/2022
- First disbursed
- 7/7/2022
- Loan status
- Paid in full (3/31/2025)
- 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
- $556K
- Est. down payment (10%)
- $56K
- Est. cash at closing
- $74K
- Monthly payment
- $4,263
- Annual debt service
- $51K
- Cash flow needed (1.25×)
- $64K
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 IncredibleBank · Lender record →
Your business? Claim this record · Request removal
- Fuhrman Insurance Agency Unlimited in Franksville, WI — $280K (2022) · purchase · Community State Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 5.75% fixed
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $210K (75%)
- Approval → funding
- 0 days
- Approved
- 9/26/2022
- First disbursed
- 9/26/2022
- 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
- $311K
- Est. down payment (10%)
- $31K
- Est. cash at closing
- $42K
- Monthly payment
- $3,074
- 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 Community State Bank · Lender record →
Your business? Claim this record · Request removal
- Anderson Insurance Specialists LLC in Deforest, WI — $1.4M (2021) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 5.4% variable
- Term
- 188 months
- SBA guaranteed
- $1.2M (90%)
- Approval → funding
- 48 days
- Approved
- 7/14/2021
- First disbursed
- 8/31/2021
- Loan status
- Paid in full (8/31/2025)
- 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
- $1.5M
- Est. down payment (10%)
- $153K
- Est. cash at closing
- $210K
- Monthly payment
- $10,854
- Annual debt service
- $130K
- Cash flow needed (1.25×)
- $163K
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
- HCD Enterprises LLC in Brookfield, WI — $950K (2021) · purchase · Byline Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 6% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $855K (90%)
- Approval → funding
- 9 days
- Approved
- 9/21/2021
- 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
- 5
- 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%)
- $106K
- Est. cash at closing
- $145K
- Monthly payment
- $10,547
- Annual debt service
- $127K
- Cash flow needed (1.25×)
- $158K
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 →
Your business? Claim this record · Request removal
- Truyman Haase Zahn Insurance Group, Inc. in Seymour, WI — $1.0M (2020) · purchase · Nicolet National Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 4.5% fixed
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $750K (75%)
- Approval → funding
- 7 days
- Approved
- 9/23/2020
- First disbursed
- 9/30/2020
- Loan status
- Paid in full (11/30/2024)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- 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
- $10,364
- Annual debt service
- $124K
- Cash flow needed (1.25×)
- $155K
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 Nicolet National Bank · Lender record →
Your business? Claim this record · Request removal
- Sagen & Associates Insurance Agency, Inc. in Brodhead, WI — $645K (2020) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 6.85% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $484K (75%)
- Approval → funding
- 14 days
- Approved
- 12/20/2019
- First disbursed
- 1/3/2020
- 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
- $717K
- Est. down payment (10%)
- $72K
- Est. cash at closing
- $96K
- Monthly payment
- $7,439
- Annual debt service
- $89K
- Cash flow needed (1.25×)
- $112K
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
- Badger Insurance Associates of Madison, Inc. in Middleton, WI — $530K (2020) · purchase · United Midwest Savings Bank National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 5.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $398K (75%)
- Approval → funding
- 28 days
- Approved
- 4/2/2020
- First disbursed
- 4/30/2020
- Loan status
- Paid in full (9/30/2022)
- 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
- $589K
- Est. down payment (10%)
- $59K
- Est. cash at closing
- $79K
- Monthly payment
- $5,752
- Annual debt service
- $69K
- Cash flow needed (1.25×)
- $86K
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 Wisconsin project address.
Agent summary
How to finance a insurance agencies and brokerages acquisition in Wisconsin with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded Wisconsin deals. IncredibleBank funds the most here. DealRoom is not a lender.
- $565K typical loan
- 7 lenders active in Wisconsin
- 9+ funded Wisconsin deals
- 24 days typical to fund
Buyers buying a insurance agencies and brokerages in Wisconsin 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.