Practical, Professional
Practical, Professional
Consulting Services
Commercial Debt Mgt
We Specialize in
Insurance Loans &
Commercial Debt Management
.
Providing immediate value to our clients IS OUR GOAL
Providing Immediate
Value to our Clients
IS OUR GOAL
About Us
CONSULTING SERVICES
TO THE INSURANCE INDUSTRY
Quivira Capital provides tangible value to our clients by offering a broad range of financial and operational consulting services that are practical and professional. We are insurance industry experts that understand the strategic, financial, and operational aspects of the insurance business. Our clients range from sole proprietors to large mature businesses.
Testimonials
- Gary Sutherland, CEO, North American Professional Liability Insurance Agency, Farmingham, MA
We were extremely pleased with Quivira Capital and Bill, the communication and follow through was outstanding. They made the loan process easy and painless. We whole heartily recommend »
– Gary Sutherland, CEO, North American Professional Liability Insurance Agency, Farmingham, MA
-Michael Beitler, Owner, Elite Insurance Group, Cedar Park, TX
Working with Jim and Bill at Quivira Capital has been an outstanding experience. They were instrumental in helping me secure the funding I needed to grow my insurance agency. Their expertise and support made the process smooth and efficient. »
-Michael Beitler, Owner, Elite Insurance Group, Cedar Park, TX
- Jaspreet Kaur, Owner, Genesis Insurance Group, LLC, Irving, TX
We were extremely pleased with Quivira Capital and Bill, the communication and follow through was outstanding. They made the loan process easy and painless. »
– Jaspreet Kaur, Owner, Genesis Insurance Group, LLC, Irving, TX
- Matt Smith, Owner, Legacy Insurance & Financial Services, LLC, Madison, AL
Bill and Jim at Quivira were incredibly helpful as we looked to refinance an SBA acquisition loan. They helped us locate a lender that was able to secure much better terms for »
– Matt Smith, Owner, Legacy Insurance & Financial Services, LLC, Madison, AL
- Michelle Shobe, Owner, Shobe Investments LLC, Universal City, TX
I used the services of Quivira Capital to assist in securing a loan for my agency. Jim and Bill were very helpful throughout the process and I was very pleased »
– Michelle Shobe, Owner, Shobe Investments LLC, Universal City, TX
- Michael Calhoun, Owner, Guardify Insurance Group, LLC, Magnolia, TX
In 2023 I was referred to Bill and Jim at Quivira and they were incredibly helpful in securing a loan for a partner buy-out. Jim and Bill made themselves readily available »
– Michael Calhoun, Owner, Guardify Insurance Group, LLC, Magnolia, TX
- Mubarak Mahmood
Working with Bill Williams and Quivira Capital to secure financing for a commercial agency acquisition in Southern California was a great experience. They were able to understand my transaction immediately, and provide »
– Mubarak Mahmood, President, Global Business Insurance Agency, Sherman Oaks, CA
- Benjamin and Joseph Bailey, Bailey Insurance
We contacted Quivira Capital to help capitalize the purchase of a new agency. Bill Williams patiently walked us through every step of the process with great professionalism and understanding. We highly recommend »
– Benjamin and Joseph Bailey, Owners, Bailey Insurance Group, Mountain Home, AR
Victor McClure, Owner, Dillon Gage Private Wealth Management,
We recently completed an acquisition and utilized Quivira Capital to assist with arranging a loan for this purpose. The folks at Quivira were very helpful and professional throughout this process, and we were very pleased »
– Victor McClure, Owner, Dillon Gage Private Wealth Management, Dallas, TX
Robert Schulte, Family Insurance Services
We used the services of Quivira Capital to assist us in securing a loan for a partner buy-out in our agency. Jim and Bill were very helpful throughout the process and we were very pleased with the results they were able to achieve. We would recommend Quivira Capital »
Robert Schulte, Owner, Family Insurance Services, Chesaning, MI
- Greg Harris, President, Harris Insurance Services, Inc., Las Vegas, NV
We had the pleasure of working with Jim and his team at Quivira Capital for approximately two and a half years. Our needs at the time were very specific and Quivira was able to customize a lending solution for our agency that »
– Greg Harris, President, Harris Insurance Services, Inc., Las Vegas, NV
Peter Schatz, Managing Member, JPS Insurance Agency, Troy, MI
Recently we had the pleasure of working with Jim and Jeremy from Quivira Capital. We were looking to re-finance a couple of older loans we had to purchase several insurance agencies. Quivira was able to find a lender for us that actually provided an SBA loan. »
– Peter Schatz, Managing Member, JPS Insurance Agency, Troy, MI
Gary Cantor, Managing Director, Florida Peninsula Holdings
We have worked with Quivira Capital on a few different assignments and they have always been very professional and excellent to work with. As consultants, Bill and Jim »
– Gary Cantor, Managing Director, Florida Peninsula Holdings, Boca Raton, FL
- John Fernando, North Fork Partners, New York, NY
Quivira has helped us in several roles during the past 2-3 years. They assisted us in completing initial due diligence on a portfolio of loans which we successfully went on to bid and acquire using their advice as part of our pricing analysis »
– John Fernando, Managing Member, North Fork Partners, New York, NY
- Marty Gold, Vice President, Security Bank and Trust Company Miami, OK
I would personally like to thank Quivira Capital for many years of superb service. In 2008 Quivira Capital stepped forward to provide Collateral Preservation services for »
– Marty Gold, Vice President, Security Bank and Trust Company Miami, OK