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Insurance

Book of business acquisitions and agency expansion.

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Overview

Financing for Insurance

Independent insurance agencies generate highly predictable, recurring commission revenue. We lend against this recurring revenue to help you buy out partners or acquire competing books of business.

Because the collateral is an intangible asset (the book), you need a lender who understands cash-flow based enterprise valuation.

Insurance
Tailored Solutions

Common Financing Needs

Agency Acquisition

Buy out an existing agent's book of business.

Partner Buyout

Finance the exit of a retiring agency founder.

Working Capital

Hire new producers and fund marketing campaigns.

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Products for Insurance

Mergers and Acquisitions FinancingSpecialty

Mergers and Acquisitions Financing

Capital to buy out a competitor or acquire a business.

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Term LoansBusiness Funding

Term Loans

Lump-sum capital for general business needs.

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Business Lines of CreditBusiness Funding

Business Lines of Credit

Flexible capital you can draw from on demand.

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FAQ

Frequently Asked Questions

Get the facts on Insurance.

Can I use the loan to buy a captive agency?
Yes, we finance both independent and captive (e.g., Allstate, Farmers) agency acquisitions.
Are personal guarantees required?
Typically yes, though the primary collateral is the cash flow of the agency.

Stop waiting. Start growing.

Start your application and find out exactly how much capital you qualify for. It won't affect your credit score.

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