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Portfolio Management and Investment Advice: SBA acquisition loans in California
5 SBA-financed business acquisitions in California classified as Portfolio Management and Investment Advice, FY2024–FY2026. Median loan $325K. See which lenders did them.
- Acquisitions financed
- 5
- Total approved
- $3.8M
- Median loan
- $325K
- Middle half of loans
- $298K to $1.4M
- Median starting rate
- 9.30%
- Median term
- 10 yrs
How to interpret this profile and build a shortlist →
Small sample. This local profile has 5 recorded approvals in FY2024–FY2026. For a broader comparison, open the California state profile or the national industry profile.
Lenders that financed these deals
| # | Lender | Loans | Share | Median loan | Total approved |
|---|---|---|---|---|---|
| 1 | Live Oak Banking Company | 3 | 60% | $1.4M | $3.3M |
| 2 | Byline Bank | 2 | 40% | $225K | $450K |
For comparison, the same industry nationwide: 54 loans, median $621K, median starting rate 9.39%. See Portfolio Management and Investment Advice in every state.
Deals by SBA fiscal year
Reading these numbers
The amount shown is the gross loan approval. A loan can cover costs beyond the purchase, and the public file does not disclose the agreed purchase price or the rest of the financing. The loan-size analysis shows how to compare amounts across markets.