We provide consultative guidance on the right financial solutions to help agents and brokers grow their business.  Through our parent company Millennium Management. Obtain access to our full suite of financial solutions, including premium financing. We offer an inclusive platform with tools that help agencies run and grow.   We offer Flexible Lending and Funding solutions including:

  • Business growth
  • New producer hires
  • Team lift-outs
  • Book of business purchases
  • Acquisitions and mergers
  • Agency perpetuations
  • Partner buyouts and shareholder financing
  • Refinancing and recapitalizations

Our Agency Offering Includes:

  • Participation in multi-bank jumbo debt facilities
  • Loan syndications capability when loan facilities approach $50 million+
  • Employee stock ownership planning and financing
  • Small Business Administration financing
  • Treasury management and depository services, and corporate credit cards
  • Wealth management and 401(k) services