Leadership Team
01
What We Do
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.
02
Our Approach
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.
Our Mission
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.
$ Millions Originated
Loans Originated
Lenders Served
Years in Business
Credit Quality
Prior to approving a loan, we will review an agency’s entire financial history, as well as market trends, both current and projected, to ensure the investment is a sound one.
Portfolio Growth
Since 2005, community banks have turned to us to help them grow their commercial loan portfolios.
Our Office
13200 Metcalf Ave Suite 190
Overland Park, KS 66123
Office Hours
Mon-Fri: 9am - 5pm
Sat-Sun: Closed
Contact Us
(866) 523-6641