Acquisition Lender Index

Home MarketsCalifornia Local market

Insurance Agencies and Brokerages: SBA acquisition loans in California

22 SBA-financed business acquisitions in California classified as Insurance Agencies and Brokerages, FY2024–FY2026. Median loan $724K. See which lenders did them.

SBA 7(a) change-of-ownership approvals · FY2024–FY2026 · Data through September 30, 2026

Acquisitions financed
22
Total approved
$26.7M
Median loan
$724K
Middle half of loans
$445K to $1.2M
Median starting rate
9.93%
Median term
10 yrs

How to interpret this profile and build a shortlist →

Lenders that financed these deals

#LenderLoansShareMedian loanTotal approved
1 Live Oak Banking Company 627%$1.1M$7.4M
2 The Huntington National Bank 314%$692K$3.3M
3 United Midwest Savings Bank National Association 314%$789K$2.2M
4 Byline Bank 29%$615K$1.2M
5 Port 51 Lending LLC 15%$5.0M$5.0M
6 FFB Bank 15%$4.8M$4.8M
7 First Bank of the Lake 15%$548K$548K
8 Columbia Bank 15%$508K$508K
9 Gulf Coast Bank and Trust Company 15%$507K$507K
10 First Business Bank 15%$441K$441K
11 Citizens Bank 15%$386K$386K
12 U.S. Bank, National Association 15%$369K$369K

For comparison, the same industry nationwide: 263 loans, median $702K, median starting rate 9.75%. See Insurance Agencies and Brokerages in every state.

Deals by SBA fiscal year

FY20197 loans, $7.8M
FY20206 loans, $4.0M
FY202114 loans, $24.6M
FY20229 loans, $5.0M
FY20236 loans, $8.2M
FY202412 loans, $13.0M
FY20252 loans, $3.0M
FY20268 loans, $10.8M

Reading these numbers

The amount shown is the gross loan approval. A loan can cover costs beyond the purchase, and the public file does not disclose the agreed purchase price or the rest of the financing. The loan-size analysis shows how to compare amounts across markets.