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 their expertise to maximize efficiency throughout the loan process. I was very pleased to close on an SBA loan to finance my acquisition.

Mubarak Mahmood
President, Global Business Insurance Agency, Sherman Oaks, CA

quotation-marksWe 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 Quivira Capital for capital and expansion loans.

Gary Sutherland
CEO, North American Professional Liability Insurance Agency, Farmingham, MA

quotation-marksWe contacted Quivira Capital to help capitalize the purchase of a new agency.  Bill Williams walked us through every step of the process with great professionalism and understanding.  We highly recommend Quivira Capital and would definitely use them again should the need arise.

Benjamin and Joseph Bailey
Bailey Insurance, Mountain Home, AR

quotation-marksWe 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 with their work.  We would not hesitate to use their services again, and would certainly recommend Quivira Capital to others.

Victor McClure
Owner, Dillon Gage Private Wealth Management, Dallas, TX

quotation-marksWe 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 to anyone needing a loan for their agency.

Robert Schulte
Family Insurance Services, Chesaning, MI

quotation-marksWe 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 was both creative and palatable. We strongly recommend Quivira Capital to anyone seeking a true partner for insurance agency lending.

Greg Harris
President, Harris Insurance Services, Inc., Las Vegas, NV

quotation-marksRecently we had the pleasure of working with Jim and Jeremey 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. Jeremey and Jim helped us every step of the way with support and documents that the SBA needed to make this loan happen. What can normally be a very daunting process actually turned out to be pretty easy thanks to the help Quivira was able to provide. I highly recommend Quivira Capital and their team of experts. Next time we need a loan to purchase another agency/book of business Quivira will be the first lender we contact.

Peter Schatz
JPS insurance Agency, Troy, MI

Consulting Services

quotation-marksWe 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 worked diligently to help us find alternative lending sources. They both looked to source funds from their network and helped us evaluate offers from lenders outside their network. Quivira also was responsible for monitoring our company loans from 10+ different lenders and did a great job reporting to the banks and working out any details necessary during the terms of the loans.

I would recommend Quivira to any company looking to source outside funding, looking for consulting services, or loan monitoring services.

Gary Cantor
Managing Director, Florida Peninsula Holdings, LLC, Florida Peninsula Insurance Company, Edison Insurance Company, Boca Raton, FL

Loan Administration & Servicing

quotation-marksQuivira 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.  After bidding, Jeremy and Jim worked with us and our attorneys to close the acquisition.  Post-closing we retained Quivira as the servicer on the portfolio and they have done a great job working with us to maximize the collections on our holdings and any problem loans.  Finally, Quivira has assisted us in identifying other portfolios for potential acquisition. They are thoughtful, responsive and a pleasure to work with. I hope we can work on more transactions with them in the future.

John Fernando
North Fork Partners, New York, NY

quotation-marksExcerpts from Testimonial Letter: On behalf of Security Bank and Trust Company, 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 $160M in participated loans for over 70 banks following the insolvency of the original loan servicer. We were pleasantly surprised by Quivira Capital staff expertise and their many years of insurance experience are a real benefit. Our bank examiners are very complementary as to the quality, thoroughness, accuracy and analysis of the information in your Collateral Preservation reports. The eRoom 24/7 availability has been a life saver when it comes to obtaining documents needed.

Marty Gold
Vice President, Security Bank and Trust Company, Miami, OK