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We specialize in providing quality commercial loan participations to lenders across the United States. Our participations are backed by loans to current and prospective insurance agency owners and financial advisors for the purpose of business acquisition, expansion, refinance, and working capital. 

Having originated more than $500MM in loans, we have a unique perspective and insight in the industries we specialize in. We leverage this experience to help our participating lenders grow their loan portfolios without growing their expenses. 

We provide quality loan products to those in the insurance and wealth management industries, while helping community banks expand their loan portfolio's size and industry diversification.