Lender intelligence
Financing a investment advice acquisition in Georgia
The SBA 7(a) lenders funding the most investment advice acquisitions in Georgia, from public loan records. A lender doing your industry in your state every week underwrites faster and prices sharper.
Most active in investment advice · Georgia
Ranked by funded investment advice acquisitions in Georgia. Tap a lender for its full record, or hit Get in touch for an introduction.
Not enough public investment advice loan history in Georgia to rank lenders yet. See investment advice lenders nationwide →
1+ funded Investment Advice in Georgia 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.
- William W. Grubbs, III in Atlanta, GA — $1.3M (2020) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 6.1% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $938K (75%)
- Approval → funding
- 13 days
- Approved
- 1/31/2020
- First disbursed
- 2/13/2020
- Loan status
- Paid in full (9/30/2023)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Individual
- 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
- $1.4M
- Est. down payment (10%)
- $139K
- Est. cash at closing
- $190K
- Monthly payment
- $13,940
- Annual debt service
- $167K
- Cash flow needed (1.25×)
- $209K
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 Georgia project address.
Agent summary
How to finance a investment advice acquisition in Georgia with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded Georgia deals. DealRoom is not a lender.
- $877K typical loan
- 1 lenders active in Georgia
- 1+ funded Georgia deals
- 13 days typical to fund
Buyers buying a investment advice in Georgia 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.