Lender intelligence
Financing a investment advice acquisition in Illinois
The SBA 7(a) lenders funding the most investment advice acquisitions in Illinois, from public loan records. A lender doing your industry in your state every week underwrites faster and prices sharper.
Most active in investment advice · Illinois
Ranked by funded investment advice acquisitions in Illinois. Tap a lender for its full record, or hit Get in touch for an introduction.
Not enough public investment advice loan history in Illinois to rank lenders yet. See investment advice lenders nationwide →
4+ funded Investment Advice in Illinois 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.
- Steven Jenness in Decatur, IL — $420K (2022) · purchase · Byline Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 5.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $315K (75%)
- Approval → funding
- 7 days
- Approved
- 2/16/2022
- First disbursed
- 2/23/2022
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Individual
- Secondary market
- Loan sold to investors
- Jobs supported
- 1
- Business age
- Change of Ownership
- Industry
- Investment Advice
If you were the buyer here
- Est. deal size
- $467K
- Est. down payment (10%)
- $47K
- Est. cash at closing
- $62K
- Monthly payment
- $4,610
- Annual debt service
- $55K
- Cash flow needed (1.25×)
- $69K
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
- VITAL WEALTH MANAGEMENT LLC in Rosemont, IL — $1.3M (2021) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 5.25% fixed
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.1M (90%)
- Approval → funding
- 15 days
- Approved
- 4/20/2021
- First disbursed
- 5/5/2021
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 1
- 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
- $193K
- Monthly payment
- $13,572
- Annual debt service
- $163K
- Cash flow needed (1.25×)
- $204K
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
- Revere Financial LLC in Naperville, IL — $1.0M (2021) · purchase · Busey Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $918K (90%)
- Approval → funding
- 11 days
- Approved
- 7/30/2021
- First disbursed
- 8/10/2021
- Loan status
- Paid in full (8/31/2022)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 3
- Business age
- Change of Ownership
- Industry
- Investment Advice
If you were the buyer here
- Est. deal size
- $1.1M
- Est. down payment (10%)
- $113K
- Est. cash at closing
- $155K
- Monthly payment
- $10,814
- Annual debt service
- $130K
- Cash flow needed (1.25×)
- $162K
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 Busey Bank · Lender record →
Your business? Claim this record · Request removal
- David Samuel Licary in Roscoe, IL — $935K (2021) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 5.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $842K (90%)
- Approval → funding
- 57 days
- Approved
- 9/16/2021
- First disbursed
- 11/12/2021
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Individual
- Jobs supported
- 10
- Business age
- Change of Ownership
- Industry
- Investment Advice
If you were the buyer here
- Est. deal size
- $1.0M
- Est. down payment (10%)
- $104K
- Est. cash at closing
- $142K
- Monthly payment
- $10,032
- Annual debt service
- $120K
- Cash flow needed (1.25×)
- $150K
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
Financing a investment advice deal in Illinois? Start with the right lender
We'll point you to the SBA lenders already funding your industry in your state — and help you make them compete on rate and speed.
Free · No documents · Usually same-day
DealRoom analysis of public SBA 7(a) lending records; ranked by funded acquisition loans to investment advice businesses with a Illinois project address.
Agent summary
How to finance a investment advice acquisition in Illinois with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded Illinois deals. DealRoom is not a lender.
- $877K typical loan
- 3 lenders active in Illinois
- 4+ funded Illinois deals
- 15 days typical to fund
Buyers buying a investment advice in Illinois 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.