Industry · lender intelligence
Financing a investment banking and securities intermediation acquisition
The SBA 7(a) lenders funding the most investment banking and securities intermediation acquisitions, ranked from public loan records — typical deal about $696K. A lender doing your industry every week underwrites faster and prices sharper.
Most active in investment banking and securities intermediation
Ranked by funded investment banking and securities intermediation acquisitions. Tap a lender to open its full record, or hit Get in touch for an introduction.
- 1.1,296 loans · $1.4B · Wilmington, NCFull record →
- 2.168 loans · $205M · Fishers, INFull record →
- 3.34 loans · $12M · Wood River, NEFull record →
4+ funded investment banking and securities intermediation 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.
- Investment Design Management LLC in West Linn, OR — $682K (2024) · purchase · Heritage Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 10.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $512K (75%)
- Approved
- 3/21/2024
- Loan status
- Cancelled
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 4
- Business age
- Change of Ownership
- Industry
- Investment Banking and Securities Intermediation
If you were the buyer here
- Est. deal size
- $758K
- Est. down payment (10%)
- $76K
- Est. cash at closing
- $101K
- Monthly payment
- $9,203
- Annual debt service
- $110K
- Cash flow needed (1.25×)
- $138K
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 Heritage Bank · Lender record →
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- Thomas Papadopoulos in Irvine, CA — $353K (2024) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 10.99% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $265K (75%)
- Approval → funding
- 14 days
- Approved
- 4/18/2024
- First disbursed
- 5/2/2024
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Individual
- Secondary market
- Loan sold to investors
- Jobs supported
- 2
- Business age
- Change of Ownership
- Industry
- Investment Banking and Securities Intermediation
If you were the buyer here
- Est. deal size
- $392K
- Est. down payment (10%)
- $39K
- Est. cash at closing
- $52K
- Monthly payment
- $4,861
- Annual debt service
- $58K
- Cash flow needed (1.25×)
- $73K
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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- Tinker LLC in Washington, MO — $2.4M (2023) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 8.47% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.8M (75%)
- Approval → funding
- 14 days
- Approved
- 1/18/2023
- First disbursed
- 2/1/2023
- 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 Banking and Securities Intermediation
If you were the buyer here
- Est. deal size
- $2.7M
- Est. down payment (10%)
- $268K
- Est. cash at closing
- $370K
- Monthly payment
- $29,904
- Annual debt service
- $359K
- Cash flow needed (1.25×)
- $449K
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
- Parsonex Enterprises, Inc. in Englewood, CO — $1.2M (2023) · purchase · First Internet Bank of Indiana
- Program
- Preferred Lenders Program
- Rate at approval
- 9.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $918K (75%)
- Approval → funding
- 7 days
- Approved
- 12/27/2022
- First disbursed
- 1/3/2023
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 8
- Business age
- Change of Ownership
- Industry
- Investment Banking and Securities Intermediation
If you were the buyer here
- Est. deal size
- $1.4M
- Est. down payment (10%)
- $136K
- Est. cash at closing
- $186K
- Monthly payment
- $16,006
- Annual debt service
- $192K
- Cash flow needed (1.25×)
- $240K
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 Internet Bank of Indiana · 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 intermediation businesses. Mega-bank call-center lenders excluded.
Agent summary
How to finance a investment banking and securities intermediation 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. Live Oak Banking Company funds the most. DealRoom is not a lender.
- $696K typical loan
- 3 lenders fund the industry
- 14 days typical to fund
Buyers researching a investment banking and securities intermediation 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.