Acquisition Lender Index

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Portfolio Management and Investment Advice: SBA acquisition loans in Pennsylvania

6 SBA-financed business acquisitions in Pennsylvania classified as Portfolio Management and Investment Advice, FY2024–FY2026. Median loan $915K. See which lenders did them.

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

Acquisitions financed
6
Total approved
$7.8M
Median loan
$915K
Middle half of loans
$521K to $1.1M
Median starting rate
9.37%
Median term
10 yrs

How to interpret this profile and build a shortlist →

Small sample. This local profile has 6 recorded approvals in FY2024–FY2026. For a broader comparison, open the Pennsylvania state profile or the national industry profile.

Lenders that financed these deals

#LenderLoansShareMedian loanTotal approved
1 Live Oak Banking Company 583%$865K$3.7M
2 Beacon Bank and Trust 117%$4.1M$4.1M

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

FY20221 loans, $3.5M
FY20231 loans, $320K
FY20241 loans, $865K
FY20254 loans, $2.8M
FY20261 loans, $4.1M

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.