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Live Oak Bank’s insurance industry division focuses on agents, MGAs, wholesalers and program administrators. We provide loans for acquisition, perpetuation, refinance, working capital, and more. Our team has over 40 years of experience in agency operations, financing and mergers and acquisitions, making us well-positioned to help you grow. We offer competitive financing options and flexible and efficient closings to meet your needs. Our technology-based lending platform streamlines the process with minimal paperwork. We pride ourselves in consultative relationships that continue after your loan has been financed.
Midwest Business Capital (MBC) is a bank that specializes in lending to select industry segments including insurance agencies. We are comfortable lending against the intangible asset and cash flow value of insurance agencies that most banks find difficult. Loans are typically used for new agency acquisition, internal perpetuation, or refinancing of existing debt. MBC understands insurance agency financing and will invest the time to understand your business. Our small size allows for quick loan approvals and an expedited closing process. Regular contact with decision makers ensures you will know where your loan stands throughout the lending process
Oak Street Funding offers commission-based commercial financing exclusively for insurance professionals and third-party loan servicing for financial institutions. Oak Street utilizes industry knowledge, proprietary technology and passion to deliver top-quality service and capital products to insurance and finance professionals nationwide.
Optimum Performance Solutions offers a broad range of management consulting services to the insurance industry on a nationwide basis. It is a member of the American Association of Insurance Management Consultants and is endorsed by several state insurance associations.