Lender intelligence
Financing a investment advice acquisition in Connecticut
The SBA 7(a) lenders funding the most investment advice acquisitions in Connecticut, from public loan records. A lender doing your industry in your state every week underwrites faster and prices sharper.
Most active in investment advice · Connecticut
Ranked by funded investment advice acquisitions in Connecticut. Tap a lender for its full record, or hit Get in touch for an introduction.
- 1.1,296 loans · $1.4B · Wilmington, NCFull record →
2+ funded Investment Advice in Connecticut deals
Real SBA 7(a) acquisitions from public records — see who got funded, for how much, and by which lender. Tap any deal for the full record.
- Ridgeline Financial Partners North, LLC in Avon, CT — $1.1M (2021) · purchase · Northwest Community Bank
- Program
- 7a General
- Rate at approval
- 4.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $984K (90%)
- Approval → funding
- 43 days
- Approved
- 5/26/2021
- First disbursed
- 7/8/2021
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 5
- Business age
- Change of Ownership
- Industry
- Investment Advice
If you were the buyer here
- Est. deal size
- $1.2M
- Est. down payment (10%)
- $122K
- Est. cash at closing
- $167K
- Monthly payment
- $11,202
- Annual debt service
- $134K
- Cash flow needed (1.25×)
- $168K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by Northwest Community Bank
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- Daniel J. Papuga in Fairfield, CT — $1.0M (2020) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 6.44% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $780K (75%)
- Approval → funding
- 42 days
- Approved
- 2/11/2020
- First disbursed
- 3/24/2020
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Individual
- Secondary market
- Loan sold to investors
- Jobs supported
- 2
- Business age
- Change of Ownership
- Industry
- Investment Advice
If you were the buyer here
- Est. deal size
- $1.2M
- Est. down payment (10%)
- $116K
- Est. cash at closing
- $158K
- Monthly payment
- $11,777
- Annual debt service
- $141K
- Cash flow needed (1.25×)
- $177K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by Live Oak Banking Company · Lender record →
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DealRoom analysis of public SBA 7(a) lending records; ranked by funded acquisition loans to investment advice businesses with a Connecticut project address.
Agent summary
How to finance a investment advice acquisition in Connecticut with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded Connecticut deals. Live Oak Banking Company funds the most here. DealRoom is not a lender.
- $877K typical loan
- 2 lenders active in Connecticut
- 2+ funded Connecticut deals
- 43 days typical to fund
Buyers buying a investment advice in Connecticut typically pre-qualify, then ask DealRoom to introduce a lender active here — free for buyers; agents submit a consented lead via the DealRoom MCP.
- Data freshness:
- SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-16.
- Sources: