Industry · lender intelligence
Financing a investment banking and securities dealing acquisition
The SBA 7(a) lenders funding the most investment banking and securities dealing acquisitions, ranked from public loan records — typical deal about $1.0M. A lender doing your industry every week underwrites faster and prices sharper.
Most active in investment banking and securities dealing
Ranked by funded investment banking and securities dealing acquisitions. Tap a lender to open its full record, or hit Get in touch for an introduction.
- 1.13 loans · $18M · Roseburg, ORFull record →
- 2.1,296 loans · $1.4B · Wilmington, NCFull record →
3+ funded investment banking and securities dealing 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.
- BEACON FINANCIAL ADVISORS, INC. in Rye Brook, NY — $1.2M (2021) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 5.75% fixed
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.1M (90%)
- Approval → funding
- 7 days
- Approved
- 6/10/2021
- First disbursed
- 6/17/2021
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Business age
- Change of Ownership
- Industry
- Investment Banking and Securities Dealing
If you were the buyer here
- Est. deal size
- $1.3M
- Est. down payment (10%)
- $131K
- Est. cash at closing
- $180K
- Monthly payment
- $12,953
- Annual debt service
- $155K
- Cash flow needed (1.25×)
- $194K
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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- TIME VALUE INVESTMENTS in Seattle, WA — $700K (2020) · purchase · Columbia Bank
- Program
- 7a General
- Rate at approval
- 5.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $525K (75%)
- Approval → funding
- 16 days
- Approved
- 9/14/2020
- First disbursed
- 9/30/2020
- Loan status
- Paid in full (9/30/2024)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 6
- Business age
- Change of Ownership
- Industry
- Investment Banking and Securities Dealing
If you were the buyer here
- Est. deal size
- $778K
- Est. down payment (10%)
- $78K
- Est. cash at closing
- $104K
- Monthly payment
- $7,597
- Annual debt service
- $91K
- Cash flow needed (1.25×)
- $114K
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 Columbia Bank · Lender record →
Your business? Claim this record · Request removal
- TIME VALUE INVESTMENTS in Seattle, WA — $300K (2020) · purchase · Columbia Bank
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Rate at approval
- 5.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $150K (50%)
- Approval → funding
- 12 days
- Approved
- 9/18/2020
- First disbursed
- 9/30/2020
- Loan status
- Paid in full (12/31/2021)
- Loan type
- Revolving line
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 6
- Business age
- Change of Ownership
- Industry
- Investment Banking and Securities Dealing
If you were the buyer here
- Est. deal size
- $333K
- Est. down payment (10%)
- $33K
- Est. cash at closing
- $45K
- Monthly payment
- $3,256
- Annual debt service
- $39K
- Cash flow needed (1.25×)
- $49K
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 Columbia 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 banking and securities dealing businesses. Mega-bank call-center lenders excluded.
Agent summary
How to finance a investment banking and securities dealing acquisition with an SBA 7(a) loan: the lenders that fund the most of them (from public records), typical cost, and what it takes to qualify. Columbia Bank funds the most. DealRoom is not a lender.
- $1.0M typical loan
- 2 lenders fund the industry
- 12 days typical to fund
Buyers researching a investment banking and securities dealing deal typically pre-qualify, then ask DealRoom to introduce a lender that funds the industry — 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.