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Custom Financial Solutions for
Insurance Agencies

When your insurance agency needs specialized financing to support growth, Crestmark’s dedicated team can help. With over 100 years of experience providing funding, our specialized team focuses on the needs of busy insurance professionals like you.

  • Acquisition
  • Recapitalization
  • Agency Perpetuation

A Direct Lender with a Consultative Approach

As a bank founded by a group of entrepreneurs, we understand, and more importantly, we support entrepreneurial drive. We are a proven and innovative lender; and we create diverse solutions that best fit each business. Our specialized Insurance Agency Team’s approach goes far beyond funding your transaction. We know your business is about relationships. So is ours.

We will work closely with you to provide a unique, creative, and timely solution that will work best for you.  Subject to credit approval.

Let’s get started today!

David Menoian
Business Unit President

Justin Whitson