Lender intelligence
Financing a marketing consulting services acquisition in California
The SBA 7(a) lenders funding the most marketing consulting services 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 marketing consulting services · California
Ranked by funded marketing consulting services acquisitions in California. Tap a lender for its full record, or hit Get in touch for an introduction.
- 1.499 loans · $106M · Los Angeles, CAFull record →
9+ funded Marketing Consulting Services 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.
- HXP INTERNATIONAL LTD., LLC in Cupertino, CA — $303K (2025) · purchase · Lendistry SBLC, LLC
- Program
- Preferred Lenders Program
- Rate at approval
- 12.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $227K (75%)
- Approval → funding
- 17 days
- Approved
- 11/1/2024
- First disbursed
- 11/18/2024
- Loan status
- In liquidation
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 14
- Business age
- Change of Ownership
- Industry
- Marketing Consulting Services
If you were the buyer here
- Est. deal size
- $336K
- Est. down payment (10%)
- $34K
- Est. cash at closing
- $45K
- Monthly payment
- $4,431
- Annual debt service
- $53K
- Cash flow needed (1.25×)
- $66K
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 Lendistry SBLC, LLC · Lender record →
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- Third Harbor Holdings LLC in Newport Beach, CA — $1.1M (2024) · purchase · Truliant FCU
- Program
- Preferred Lenders Program
- Rate at approval
- 10.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $825K (75%)
- Approval → funding
- 31 days
- Approved
- 6/15/2024
- First disbursed
- 7/16/2024
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 2
- Business age
- Change of Ownership
- Industry
- Marketing Consulting Services
If you were the buyer here
- Est. deal size
- $1.2M
- Est. down payment (10%)
- $122K
- Est. cash at closing
- $168K
- Monthly payment
- $14,997
- Annual debt service
- $180K
- Cash flow needed (1.25×)
- $225K
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 Truliant FCU · Lender record →
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- Marketing Insider Group, LLC in Laguna Niguel, CA — $977K (2024) · purchase · First Internet Bank of Indiana
- Program
- Preferred Lenders Program
- Rate at approval
- 11% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $733K (75%)
- Approval → funding
- 31 days
- Approved
- 11/4/2023
- First disbursed
- 12/5/2023
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 14
- Business age
- Change of Ownership
- Industry
- Marketing Consulting Services
If you were the buyer here
- Est. deal size
- $1.1M
- Est. down payment (10%)
- $109K
- Est. cash at closing
- $149K
- Monthly payment
- $13,458
- Annual debt service
- $161K
- Cash flow needed (1.25×)
- $202K
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 →
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- CSC STRATEGIC CONSULTING LLC in Santa Barbara, CA — $756K (2024) · purchase · First-Citizens Bank & Trust Company
- Program
- Preferred Lenders Program
- Rate at approval
- 11% variable
- Term
- 121 months
- SBA guaranteed
- $567K (75%)
- Approval → funding
- 34 days
- Approved
- 9/17/2024
- First disbursed
- 10/21/2024
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 2
- Business age
- Change of Ownership
- Industry
- Marketing Consulting Services
If you were the buyer here
- Est. deal size
- $840K
- Est. down payment (10%)
- $84K
- Est. cash at closing
- $115K
- Monthly payment
- $10,367
- Annual debt service
- $124K
- Cash flow needed (1.25×)
- $155K
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-Citizens Bank & Trust Company · Lender record →
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- Digital Coefficient, Inc. in Sacramento, CA — $450K (2024) · purchase · United Midwest Savings Bank National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 11.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $338K (75%)
- Approval → funding
- 9 days
- Approved
- 7/24/2024
- First disbursed
- 8/2/2024
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 2
- Business age
- Change of Ownership
- Industry
- Marketing Consulting Services
If you were the buyer here
- Est. deal size
- $500K
- Est. down payment (10%)
- $50K
- Est. cash at closing
- $67K
- Monthly payment
- $6,263
- Annual debt service
- $75K
- Cash flow needed (1.25×)
- $94K
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 United Midwest Savings Bank National Association · Lender record →
Your business? Claim this record · Request removal
- MODERN PRACTICE CONSULTING, LLC in Los Angeles, CA — $225K (2024) · purchase · The Huntington National Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 10.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $169K (75%)
- Approval → funding
- 7 days
- Approved
- 1/31/2024
- First disbursed
- 2/7/2024
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 9
- Business age
- Change of Ownership
- Industry
- Marketing Consulting Services
If you were the buyer here
- Est. deal size
- $250K
- Est. down payment (10%)
- $25K
- Est. cash at closing
- $33K
- Monthly payment
- $3,036
- Annual debt service
- $36K
- Cash flow needed (1.25×)
- $46K
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 Huntington National Bank · Lender record →
Your business? Claim this record · Request removal
- MODERN PRACTICE CONSULTING, LLC in Los Angeles, CA — $50K (2024) · purchase · The Huntington National Bank
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Rate at approval
- 10.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $25K (50%)
- Approved
- 1/31/2024
- Loan status
- Committed
- Loan type
- Revolving line
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 9
- Business age
- Change of Ownership
- Industry
- Marketing Consulting Services
If you were the buyer here
- Est. deal size
- $56K
- Est. down payment (10%)
- $6K
- Est. cash at closing
- $7K
- Monthly payment
- $675
- Annual debt service
- $8K
- Cash flow needed (1.25×)
- $10K
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 Huntington National Bank · Lender record →
Your business? Claim this record · Request removal
- Hagaman Enterprises LLC in Carlsbad, CA — $200K (2022) · purchase · CDC Small Business Finance Corp.
- Program
- Community Advantage Initiative
- Subprogram
- Community Advantage Initiative
- Rate at approval
- 7.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $150K (75%)
- Approval → funding
- 9 days
- Approved
- 6/27/2022
- First disbursed
- 7/6/2022
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 5
- Business age
- Change of Ownership
- Industry
- Marketing Consulting Services
If you were the buyer here
- Est. deal size
- $222K
- Est. down payment (10%)
- $22K
- Est. cash at closing
- $30K
- Monthly payment
- $2,348
- Annual debt service
- $28K
- Cash flow needed (1.25×)
- $35K
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 CDC Small Business Finance Corp. · Lender record →
Your business? Claim this record · Request removal
- Studio III Marketing, LLC in Glendale, CA — $1.9M (2020) · purchase · Third Coast Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 6% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.5M (75%)
- Approval → funding
- 20 days
- Approved
- 9/10/2020
- First disbursed
- 9/30/2020
- Loan status
- Paid in full (6/30/2024)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Business age
- Change of Ownership
- Industry
- Marketing Consulting Services
If you were the buyer here
- Est. deal size
- $2.2M
- Est. down payment (10%)
- $215K
- Est. cash at closing
- $296K
- Monthly payment
- $21,494
- Annual debt service
- $258K
- Cash flow needed (1.25×)
- $322K
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 Third Coast 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 marketing consulting services businesses with a California project address.
Agent summary
How to finance a marketing consulting services 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. Lendistry SBLC, LLC funds the most here. DealRoom is not a lender.
- $312K typical loan
- 8 lenders active in California
- 9+ funded California deals
- 20 days typical to fund
Buyers buying a marketing consulting services 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.
- Data freshness:
- SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-16.