LENDING PROGRAM
• Insurance professionals in the lending business - Our knowledge of our client’s industry provides us with the ability to see beyond traditional lending boundaries and understand the unique nature of their insurance business.
• Long term relationships with clients and industry professionals - At Brooke Capital Advisors, our transactions go well beyond a basic business deal. We have a personal relationship with our clients and fully recognize that their business is their life and their legacy.
• Loan Success: Portfolio over $189,000,000.00 - By concentrating on small to moderate size insurance businesses, we have acquired a unique understanding of the industry of insurance agencies, carriers, MGAs and wholesalers work.
TESTIMONIALS
Security First Insurance Holdings - Locke Burt, President
“My company needed increased capital to take advantage of opportunities to acquire additional business in the Florida marketplace. We needed an advisor who was knowledgeable about the unique aspects of the insurance business in Florida and who could complete a transaction quickly. Brooke Capital analyzed our needs in a professional manner and proposed a comprehensive solution to our problem which they were able to implement in the short time required. I would recommend Brooke Capital Advisors to other companies in the insurance industry. ”
Sowell & Co -
David Clark, Principal
“Brooke Capital Advisors was able to successfully close a difficult financing in a very short time period. Their expertise of the insurance industry and relationships with lenders that rely on their expertise was critical in that process. We also chose to partner with Brooke because we view them as a strategic partner that we can rely on to raise additional capital in the future should opportunities present themselves. ”
Tri-State Insurance – Andy Audet
“Brooke Capital Advisors was the right partner for me in my transaction. Everyone at Brooke was focused on completing the deal. The Brooke team approached every challenge with a “how”, not an “if”, mindset. Brooke was dedicated to finding a structure that made sense for everyone. My biggest challenge in the transaction was keeping up with Brooke’s pace. Brooke has been very supportive of my business since we closed. I am in regular contact with everyone at Brooke. They are always coming to me with new contacts and opportunities. I continue to view Brooke as an important resource and partner in my business.”
