Lender intelligence
Financing a investment advice acquisition in Florida
The SBA 7(a) lenders funding the most investment advice acquisitions in Florida, from public loan records. A lender doing your industry in your state every week underwrites faster and prices sharper.
Most active in investment advice · Florida
Ranked by funded investment advice acquisitions in Florida. Tap a lender for its full record, or hit Get in touch for an introduction.
Not enough public investment advice loan history in Florida to rank lenders yet. See investment advice lenders nationwide →
5+ funded Investment Advice in Florida 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.
- Sydney Alexander Manderson in Pinellas Park, FL — $75K (2022) · purchase · BayFirst National Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 6% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $63K (85%)
- Approved
- 3/21/2022
- Loan status
- Cancelled
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Individual
- Business age
- Change of Ownership
- Industry
- Investment Advice
If you were the buyer here
- Est. deal size
- $83K
- Est. down payment (10%)
- $8K
- Est. cash at closing
- $11K
- Monthly payment
- $829
- Annual debt service
- $10K
- Cash flow needed (1.25×)
- $12K
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 BayFirst National Bank · Lender record →
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- Tranquility Wealth Management, LLC in Jacksonville, FL — $1.9M (2021) · purchase · Pathward National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 6% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.7M (90%)
- Approval → funding
- 7 days
- Approved
- 1/28/2021
- First disbursed
- 2/4/2021
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 6
- Business age
- Change of Ownership
- Industry
- Investment Advice
If you were the buyer here
- Est. deal size
- $2.1M
- Est. down payment (10%)
- $208K
- Est. cash at closing
- $286K
- Monthly payment
- $20,761
- Annual debt service
- $249K
- Cash flow needed (1.25×)
- $311K
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 Pathward National Association · Lender record →
Your business? Claim this record · Request removal
- Waterstone Financial, LLC in Fort Myers, FL — $1.3M (2021) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 5.5% fixed
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.1M (90%)
- Approval → funding
- 22 days
- Approved
- 8/24/2021
- First disbursed
- 9/15/2021
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 2
- Business age
- Change of Ownership
- Industry
- Investment Advice
If you were the buyer here
- Est. deal size
- $1.4M
- Est. down payment (10%)
- $141K
- Est. cash at closing
- $194K
- Monthly payment
- $13,815
- Annual debt service
- $166K
- Cash flow needed (1.25×)
- $207K
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 →
Your business? Claim this record · Request removal
- Andres Yepes in Rockledge, FL — $375K (2021) · purchase · Byline Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 6% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $338K (90%)
- Approval → funding
- 17 days
- Approved
- 9/13/2021
- First disbursed
- 9/30/2021
- 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
- $417K
- Est. down payment (10%)
- $42K
- Est. cash at closing
- $56K
- Monthly payment
- $4,163
- Annual debt service
- $50K
- Cash flow needed (1.25×)
- $62K
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 Byline Bank · Lender record →
Your business? Claim this record · Request removal
- GULF2BAY ENTERPRISES INC in Treasure Island, FL — $2.1M (2020) · purchase · Byline Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 5.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.6M (75%)
- Approval → funding
- 8 days
- Approved
- 9/22/2020
- First disbursed
- 9/30/2020
- Loan status
- Paid in full (7/31/2022)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 6
- Business age
- Change of Ownership
- Industry
- Investment Advice
If you were the buyer here
- Est. deal size
- $2.3M
- Est. down payment (10%)
- $233K
- Est. cash at closing
- $321K
- Monthly payment
- $22,791
- Annual debt service
- $273K
- Cash flow needed (1.25×)
- $342K
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 Byline Bank · Lender record →
Your business? Claim this record · Request removal
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DealRoom analysis of public SBA 7(a) lending records; ranked by funded acquisition loans to investment advice businesses with a Florida project address.
Agent summary
How to finance a investment advice acquisition in Florida with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded Florida deals. DealRoom is not a lender.
- $877K typical loan
- 4 lenders active in Florida
- 5+ funded Florida deals
- 17 days typical to fund
Buyers buying a investment advice in Florida 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:
- Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.