• 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.    

  
• Funding Sources
      - Loan Participation
      - Warehouse Lines
      - Securitizations
Funding for our clients is typically supplied by Aleritas Capital. Loans are usually directed toward acquisitions, expansions, partner buyouts, spinoffs, and refinancing and debt consolidations. Loans are fully amortized in 10 years.

• Move Quickly
Our loan process moves quickly; typically concluded within 30 days from start to finish. Loan Procss Typical Timeline

• Due Diligence & Collateral Preservation
SMART and Associates – Due Diligence
Insurance professionals manage ongoing monitoring of your loan.

We offer our lending program to insurance entities seeking capital and entrepreneurs starting a new business, acquiring an existing enterprise, or seeking expansion.   

You need a partner you can trust and who understands your unique insurance business   model. With over two decades of insurance lending experience, we are committed to   providing capital quickly and developing a long lasting business relationship.

Brooke Capital Advisors can be the bridge to the future success of your business.