Expand Your Reach

Since 2005, Capital Resources has specialized in providing quality commercial loan participations to lenders across the United States. Our focus is lending to current and prospective insurance agency owners and wealth advisors for the purpose of agency acquisition, expansion, refinance, and working capital. While we do keep a considerable portion of these loans on balance sheet, Capital Resources offers lenders across the country the ability to grow their loan portfolios by purchasing quality commercial loan participations backed by these insurance agency loans. All without having to increase your staff and marketing expenses.

Since our inception, we have originated over 1,000 loans totaling more than $500,000,000 to insurance agency entrepreneurs and financial advisors throughout the United States. This experience gives us a unique perspective and insight into each commercial loan we originate whether we participate it out to our national bank syndicate or retain it on balance sheet. Capital Resources has become a trusted choice for quality commercial loan participations for over 150 community banks across the country.

Loan participations offered by Capital Resources have full recourse back the borrower. Capital Resources provides comprehensive credit files, fully digitized legal files, regular reporting, and more. What many of our lenders have come to appreciate is their ability to pick up the phone and call Capital Resources and talk to someone who cares. Whether they have a question on a new loan participation opportunity or need additional clarification on a previous participation purchase, the people at Capital Resources are eager to help.

Contact Us

 

 

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. 

03

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