Previous Client Transacations

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.

 

 

 

Fast Loan Process

 

$8,600,000 Financing
SunCoast Holdings, Inc.
owner of
Guarantee Insurance Company
A South Carolina domiciled Workers' Compensation carrier and
Patriot Risk Services, Inc.


$22,500,000 Financing
Florida Peninsula Holdings, LLC
Florida Peninsula Managers, LLC

equity investment in:
Florida Peninsula
Insurance Company

A Florida domiciled insurer for homeowners.


Financing
Ira J. Dawer
Purchase of:
Black/White Associates
Insurance Brokers - New Jersey

Renamed:
Synergy Professionals Associates

$18,500,000 Financing
Southern Fidelity Holding, LLC
Southern Fidelity
Managing Agency, LLC

equity investment in:
Southern Fidelity
Insurance Company


$3,400,000 Financing
Texas All Risk
General Agency

acquisition by:
Targa Investment Corporation


Financing
Andrew B. Audet
purchase of:
Tri-State Truck Insurance, Ltd.
A specialty MGA for commercial auto.