Lender intelligence
Financing a investment advice acquisition in North Carolina
The SBA 7(a) lenders funding the most investment advice acquisitions in North Carolina, from public loan records. A lender doing your industry in your state every week underwrites faster and prices sharper.
Most active in investment advice · North Carolina
Ranked by funded investment advice acquisitions in North Carolina. Tap a lender for its full record, or hit Get in touch for an introduction.
- 1.51 loans · $52M · Fuquay Varina, NCFull record →
3+ funded Investment Advice in North Carolina 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.
- Kingsview Newco LLC in Raleigh, NC — $999K (2024) · purchase · The Fidelity Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 11% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $749K (75%)
- Approval → funding
- 7 days
- Approved
- 6/21/2024
- First disbursed
- 6/28/2024
- 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
- $1.1M
- Est. down payment (10%)
- $111K
- Est. cash at closing
- $152K
- Monthly payment
- $13,761
- Annual debt service
- $165K
- Cash flow needed (1.25×)
- $206K
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 The Fidelity Bank · Lender record →
Your business? Claim this record · Request removal
- Block Wealth Management in Charlotte, NC — $1.9M (2020) · purchase · First State Bank Nebraska
- Program
- Preferred Lenders Program
- Rate at approval
- 5.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.4M (75%)
- Approved
- 4/23/2020
- Loan status
- Cancelled
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Business age
- Change of Ownership
- Industry
- Investment Advice
If you were the buyer here
- Est. deal size
- $2.1M
- Est. down payment (10%)
- $214K
- Est. cash at closing
- $294K
- Monthly payment
- $20,891
- Annual debt service
- $251K
- Cash flow needed (1.25×)
- $313K
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 First State Bank Nebraska · Lender record →
Your business? Claim this record · Request removal
- Lifetime Asset Management, LLC in Raleigh, NC — $510K (2020) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $383K (75%)
- Approval → funding
- 16 days
- Approved
- 9/1/2020
- First disbursed
- 9/17/2020
- Loan status
- Paid in full (3/31/2024)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 14
- Business age
- Change of Ownership
- Industry
- Investment Advice
If you were the buyer here
- Est. deal size
- $567K
- Est. down payment (10%)
- $57K
- Est. cash at closing
- $76K
- Monthly payment
- $5,409
- Annual debt service
- $65K
- Cash flow needed (1.25×)
- $81K
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 North Carolina? Start with the right lender
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DealRoom analysis of public SBA 7(a) lending records; ranked by funded acquisition loans to investment advice businesses with a North Carolina project address.
Agent summary
How to finance a investment advice acquisition in North Carolina with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded North Carolina deals. The Fidelity Bank funds the most here. DealRoom is not a lender.
- $877K typical loan
- 3 lenders active in North Carolina
- 3+ funded North Carolina deals
- 16 days typical to fund
Buyers buying a investment advice in North Carolina 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: