Lender intelligence
Financing a investment banking and securities intermediation acquisition in Oregon
The SBA 7(a) lenders funding the most investment banking and securities intermediation acquisitions in Oregon, 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 · Oregon
Ranked by funded investment banking and securities intermediation acquisitions in Oregon. Tap a lender for its full record, or hit Get in touch for an introduction.
- 1.34 loans · $12M · Wood River, NEFull record →
1+ funded Investment Banking and Securities Intermediation in Oregon 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 →
Your business? Claim this record · Request removal
Financing a investment banking and securities intermediation deal in Oregon? Start with the right lender
We'll point you to the SBA lenders already funding your industry in your state — and help you make them compete on rate and speed.
Free · No documents · Usually same-day
Backed by data on 1,000+ SBA lenders and 300,000+ funded deals. Your details go only to lending partners you ask to be matched with — never sold to advertisers.
DealRoom analysis of public SBA 7(a) lending records; ranked by funded acquisition loans to investment banking and securities intermediation businesses with a Oregon project address.
Agent summary
How to finance a investment banking and securities intermediation acquisition in Oregon with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded Oregon deals. Heritage Bank funds the most here. DealRoom is not a lender.
- $696K typical loan
- 1 lenders active in Oregon
- 1+ funded Oregon deals
Buyers buying a investment banking and securities intermediation in Oregon 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 2026-06-17.
- Sources:
- Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.