Lender intelligence
Financing a investment advice acquisition in Indiana
The SBA 7(a) lenders funding the most investment advice acquisitions in Indiana, from public loan records. A lender doing your industry in your state every week underwrites faster and prices sharper.
Most active in investment advice · Indiana
Ranked by funded investment advice acquisitions in Indiana. Tap a lender for its full record, or hit Get in touch for an introduction.
- 1.1,296 loans · $1.4B · Wilmington, NCFull record →
4+ funded Investment Advice in Indiana 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.
- P3 & Associates, LLC in Lafayette, IN — $3.7M (2021) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 5.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $3.0M (81%)
- Approval → funding
- 16 days
- Approved
- 7/13/2021
- First disbursed
- 7/29/2021
- Loan status
- Paid in full (12/31/2025)
- 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
- $4.1M
- Est. down payment (10%)
- $411K
- Est. cash at closing
- $568K
- Monthly payment
- $39,698
- Annual debt service
- $476K
- Cash flow needed (1.25×)
- $595K
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
- HILLTOP WEALTH SOLUTIONS in Mishawaka, IN — $345K (2021) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 5.75% fixed
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $311K (90%)
- Approval → funding
- 13 days
- Approved
- 7/20/2021
- First disbursed
- 8/2/2021
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 12
- Business age
- Change of Ownership
- Industry
- Investment Advice
If you were the buyer here
- Est. deal size
- $383K
- Est. down payment (10%)
- $38K
- Est. cash at closing
- $51K
- Monthly payment
- $3,787
- Annual debt service
- $45K
- Cash flow needed (1.25×)
- $57K
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
- HLC Acquisitions, Inc in Fort Wayne, IN — $3.1M (2020) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 6% fixed
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $2.3M (75%)
- Approval → funding
- 13 days
- Approved
- 12/5/2019
- First disbursed
- 12/18/2019
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Business age
- Change of Ownership
- Industry
- Investment Advice
If you were the buyer here
- Est. deal size
- $3.4M
- Est. down payment (10%)
- $344K
- Est. cash at closing
- $476K
- Monthly payment
- $34,416
- Annual debt service
- $413K
- Cash flow needed (1.25×)
- $516K
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
- Riverbend Financial Group, LLC in Jeffersonville, IN — $580K (2020) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 7.25% fixed
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $435K (75%)
- Approval → funding
- 16 days
- Approved
- 12/18/2019
- First disbursed
- 1/3/2020
- Loan status
- Paid in full (5/31/2023)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 4
- Business age
- Change of Ownership
- Industry
- Investment Advice
If you were the buyer here
- Est. deal size
- $644K
- Est. down payment (10%)
- $64K
- Est. cash at closing
- $86K
- Monthly payment
- $6,809
- Annual debt service
- $82K
- Cash flow needed (1.25×)
- $102K
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
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DealRoom analysis of public SBA 7(a) lending records; ranked by funded acquisition loans to investment advice businesses with a Indiana project address.
Agent summary
How to finance a investment advice acquisition in Indiana with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded Indiana deals. Live Oak Banking Company funds the most here. DealRoom is not a lender.
- $877K typical loan
- 1 lenders active in Indiana
- 4+ funded Indiana deals
- 16 days typical to fund
Buyers buying a investment advice in Indiana 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.