Lender intelligence
Financing a investment banking and securities intermediation acquisition in California
The SBA 7(a) lenders funding the most investment banking and securities intermediation acquisitions in California, from public loan records. A lender doing your industry in your state every week underwrites faster and prices sharper.
Most active in investment banking and securities intermediation · California
Ranked by funded investment banking and securities intermediation acquisitions in California. Tap a lender for its full record, or hit Get in touch for an introduction.
Not enough public investment banking and securities intermediation loan history in California to rank lenders yet. See investment banking and securities intermediation lenders nationwide →
1+ funded Investment Banking and Securities Intermediation in California 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.
- 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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DealRoom analysis of public SBA 7(a) lending records; ranked by funded acquisition loans to investment banking and securities intermediation businesses with a California project address.
Agent summary
How to finance a investment banking and securities intermediation acquisition in California with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded California deals. DealRoom is not a lender.
- $696K typical loan
- 1 lenders active in California
- 1+ funded California deals
- 14 days typical to fund
Buyers buying a investment banking and securities intermediation in California typically pre-qualify, then ask DealRoom to introduce a lender active here — free for buyers; agents submit a consented lead via the DealRoom MCP.
Next steps
- Data freshness:
- SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-16.