The David Capital Group, Ltd
- Regan RaffDirector of Operations · Company website
- Taylor Jane LambertDirector of Marketing · Company website
- James R. DavidExecutive Chairman · Company website
How we got $445K
Based on its 2 employees and its payroll, both reported for PPP in 2020 and brought up to date.
Estimated value over time
▲ 30% since 2020Today's estimate scaled by the headcount reported each year and that year's prices. A trend, not a record of past sale values.
What we know
Signs of a sale Some signs of a sale
- In business 35 years (since 1991)
- No family successor named on its website
From public records and the company's website, not a statement that it's for sale.
What they do
David Capital Partners, Inc. is a life insurance and financial services agency that works with community banks, families and businesses, offering Bank Owned Life Insurance and premium finance life insurance strategies. It serves the Oklahoma region and surrounding area.
From the company's website. Industry: Insurance agencies.
Customers & suppliers
Possible customers nearby
The largest businesses within about 60 miles in the markets its website says it serves.
- MidFirst Bank · Oklahoma City, 1 mi · $2.25B
- BancFirst · Oklahoma City, 5 mi · $785.7M
- InterBank · Oklahoma City, 2 mi · $369.1M
- Stride Bank, N.a. · Enid, 62 mi · $224.7M
- First Fidelity Bank · Oklahoma City, 1 mi · $161.7M
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| THE DAVID CAPITAL GROUP, LTD this business | $385K | — |
| CAPITAL PARTNERS INC. Oklahoma City · 2 employees | $421K | 0.0 mi |
| HOUSTON DISTRICT NETWORK OFFICE, LLC Oklahoma City · 6 employees | $1.7M | 0.0 mi |
| Zachary Jacob Moore - 6301 Waterford Blvd Oklahoma City | $815K | 0.0 mi |
| Farmers Insurance - Zachary Moore Oklahoma City | $815K | 0.0 mi |
| Levings Insurance Oklahoma City | $815K | 0.1 mi |
| TRUSTPOINT INSURANCE LLC Oklahoma City · 16 employees | $3.7M | 0.1 mi |
The full calculation
| Employees reported to the SBA | 2 |
| Revenue from headcount (employees × revenue per employee for companies this size) | $415K |
| Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size) | $275K |
| Estimate: the two combined (geometric mean) | $385K |
| EBITDA margin (industry, adjusted for size) | 38% |
| EBITDA = revenue × margin | $148K |
Figures are shown toward the upper part of their range rather than at its middle.
Brought up to date assuming revenue has grown 8% a year since 2020, when the PPP figures were reported; included above.
| Estimated value = EBITDA × typical sale multiple | $445K |
| Multiple for this size and industry | 3× |
| Value range | $234K – $608K |
| Revenue range | $253K – $439K |
| EBITDA range | $97K – $169K |
| Industry (NAICS) | Insurance Agencies and Brokerages (524210) |
EBITDA margin: from IRS tax returns of S corporations in this industry (2019–2022), adjusted for company size: smaller companies typically run higher margins. EBITDA here is after owners' salaries.
Benchmarks: US Economic Census 2022, OK. PPP loans were sized on 2019–2020 payroll, so figures reflect that period. These are statistical estimates, not reported financials. Full methodology
History & advisors
“The David Capital Group, Ltd. was founded in 1991.”
Advisors
- BankingBancFirstPPP / SBA lender
From the company's own website and public filings (DOL Form 5500, IRS Form 990, SBA). Roles are as stated there and may be out of date.
Banking relationships
| BancFirst PPP 2020, PPP 2021 | All 7,048 borrowers → |
From PPP and SBA loan records, which name the bank but not the individual banker.
PPP loans
| Approved | Draw | Amount | Jobs |
|---|---|---|---|
| 4/30/2020 | first | $9K | 1 |
| 3/5/2021 | second | $8K | 2 |
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About The David Capital Group, Ltd
The David Capital Group, Ltd is a family-owned insurance agencies company in Oklahoma City, Oklahoma, in business since 1991. It is owned by Joe Crossley (President & CEO). Its estimated annual revenue is about $385K, with roughly $148K of EBITDA. It has about 2 employees. Its estimated business value is $445K (likely range $234K–$608K).
Common questions
- Who owns The David Capital Group, Ltd?
- The David Capital Group, Ltd is owned by Joe Crossley (President & CEO), according to public sources such as the company's website or filings.
- How much revenue does The David Capital Group, Ltd make?
- SeeBITDA estimates The David Capital Group, Ltd's annual revenue at about $385K (likely between $253K and $439K), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is The David Capital Group, Ltd worth?
- About $445K, roughly 3× its estimated EBITDA of $148K, typical for a insurance agencies company its size. Likely range: $234K–$608K.
- How many employees does The David Capital Group, Ltd have?
- About 2, as reported on its PPP loan.
- When was The David Capital Group, Ltd founded?
- The David Capital Group, Ltd has been in business since 1991.