Acquisition Lender Index

Home Lenders Lender profile

BMO Bank National Association

15 recorded SBA 7(a) acquisition approvals. Explore the industries, locations and loan sizes in its reported portfolio.

SBA 7(a) change-of-ownership approvals · FY2024–FY2026 · Data through September 30, 2026

Acquisitions financed
15
Total approved
$10.6M
Median loan
$500K
Middle half of loans
$262K to $765K
Median starting rate
7.70%
Median term
10 yrs

How to interpret this profile and build a shortlist →

Portfolio read

Where the approvals cluster

The SBA file shows approvals across 11 industries and 6 states and territories. The largest industry by count was Residential Property Managers (2 of 15 approvals). California had the highest count among recorded project locations (7).

The median approved loan was $500K versus $707K across the index for FY2024–FY2026. This profile is based on a small sample. Differences can reflect which industries, markets and deal sizes the lender serves.

Industries by approval count

#IndustryLoansShareMedian loanTotal approved
1 Residential Property Managers 213%$513K$1.0M
2 Full-Service Restaurants 213%$464K$929K
3 Offices of Certified Public Accountants 213%$454K$908K
4 Offices of Physical, Occupational and Speech Therapists, and Audiologists 213%$108K$216K
5 Retail Bakeries 17%$2.9M$2.9M
6 Wood Kitchen Cabinet and Countertop Manufacturing 17%$2.0M$2.0M
7 Farm Machinery and Equipment Manufacturing 17%$985K$985K
8 Tax Preparation Services 17%$522K$522K
9 Offices of Lawyers 17%$417K$417K
10 Industrial Building Construction 17%$315K$315K
11 Plumbing, Heating, and Air-Conditioning Contractors 17%$284K$284K

Project locations

#StateLoansShareMedian loanTotal approved
1 California 747%$522K$5.4M
2 Arizona 320%$315K$1.0M
3 Indiana 213%$454K$908K
4 Utah 17%$2.0M$2.0M
5 Oregon 17%$985K$985K
6 Wisconsin 17%$239K$239K

Deals by SBA fiscal year

FY201951 loans, $36.4M
FY202041 loans, $35.2M
FY202147 loans, $45.4M
FY202249 loans, $43.0M
FY202362 loans, $47.0M
FY20246 loans, $6.9M
FY20255 loans, $2.3M
FY20264 loans, $1.4M