Portfolio Management and Investment Advice: SBA acquisition lenders
54 SBA 7(a) loans financed acquisitions classified as Portfolio Management and Investment Advice nationwide, FY2024–FY2026. Ranked lenders, loan sizes, rates and state-by-state activity.
- Acquisitions financed
- 54
- Total approved
- $55.0M
- Median loan
- $621K
- Middle half of loans
- $351K to $1.3M
- Median starting rate
- 9.39%
- Median term
- 10 yrs
How to interpret this profile and build a shortlist →
Lenders financing the most acquisitions in this industry
| # | Lender | Loans | Share | Median loan | Total approved |
|---|---|---|---|---|---|
| 1 | Live Oak Banking Company | 39 | 72% | $540K | $39.7M |
| 2 | Byline Bank | 6 | 11% | $442K | $3.0M |
| 3 | Associated Bank National Association | 2 | 4% | $788K | $1.6M |
| 4 | The Huntington National Bank | 2 | 4% | $388K | $775K |
| 5 | Beacon Bank and Trust | 1 | 2% | $4.1M | $4.1M |
| 6 | Bank of Springfield | 1 | 2% | $2.0M | $2.0M |
| 7 | T Bank, National Association | 1 | 2% | $1.7M | $1.7M |
| 8 | Four States Bank, Inc. | 1 | 2% | $1.3M | $1.3M |
| 9 | CCFBank National Association | 1 | 2% | $765K | $765K |
Activity by state
| State | Loans | Median loan | Total approved |
|---|---|---|---|
| Pennsylvania | 6 | $915K | $7.8M |
| Michigan | 5 | $750K | $7.0M |
| Texas | 5 | $617K | $4.0M |
| California | 5 | $325K | $3.8M |
| Colorado | 4 | $442K | $1.7M |
| Washington | 3 | $1.4M | $4.7M |
| Missouri | 3 | $1.3M | $3.7M |
| North Carolina | 2 | $2.1M | $4.2M |
| Louisiana | 2 | $1.3M | $2.6M |
| Virginia | 2 | $632K | $1.3M |
| Illinois | 2 | $352K | $705K |
| South Dakota | 1 | $3.4M | $3.4M |
| Arizona | 1 | $2.1M | $2.1M |
| Georgia | 1 | $1.5M | $1.5M |
| Ohio | 1 | $1.0M | $1.0M |
| Maine | 1 | $1.0M | $1.0M |
| Wisconsin | 1 | $765K | $765K |
| New York | 1 | $625K | $625K |
| Indiana | 1 | $615K | $615K |
| Utah | 1 | $500K | $500K |
| Minnesota | 1 | $445K | $445K |
| Nevada | 1 | $354K | $354K |
| Nebraska | 1 | $350K | $350K |
| Oklahoma | 1 | $350K | $350K |
| New Jersey | 1 | $275K | $275K |
| Massachusetts | 1 | $250K | $250K |