Acquisition Lender Index

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Portfolio Management and Investment Advice: SBA acquisition loans in Texas

5 SBA-financed business acquisitions in Texas classified as Portfolio Management and Investment Advice, FY2024–FY2026. Median loan $617K. See which lenders did them.

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

Acquisitions financed
5
Total approved
$4.0M
Median loan
$617K
Middle half of loans
$540K to $876K
Median starting rate
9.00%
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 Texas state profile or the national industry profile.

Lenders that financed these deals

#LenderLoansShareMedian loanTotal approved
1 Live Oak Banking Company 360%$540K$1.4M
2 T Bank, National Association 120%$1.7M$1.7M
3 Associated Bank National Association 120%$876K$876K

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

FY20241 loans, $240K
FY20253 loans, $3.2M
FY20261 loans, $540K

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.