Lender intelligence
Financing a marketing consulting services acquisition in Wisconsin
The SBA 7(a) lenders funding the most marketing consulting services acquisitions in Wisconsin, 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 · Wisconsin
Ranked by funded marketing consulting services acquisitions in Wisconsin. Tap a lender for its full record, or hit Get in touch for an introduction.
- 1.57 loans · $74M · Winston-Salem, NCFull record →
- 2.9 loans · $10M · Waukesha, WIFull record →
3+ funded Marketing Consulting Services in Wisconsin 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.
- LePoidevin Marketing, LLC in Brookfield, WI — $1.4M (2024) · purchase · Truliant FCU
- Program
- Preferred Lenders Program
- Rate at approval
- 11% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.1M (75%)
- Approval → funding
- 37 days
- Approved
- 8/13/2024
- First disbursed
- 9/19/2024
- 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
- $1.6M
- Est. down payment (10%)
- $157K
- Est. cash at closing
- $216K
- Monthly payment
- $19,492
- Annual debt service
- $234K
- Cash flow needed (1.25×)
- $292K
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 →
Your business? Claim this record · Request removal
- NAVEO, INC. in Menomonee Falls, WI — $1.0M (2021) · purchase · Waukesha State Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 5.5% variable
- Term
- 71 months
- SBA guaranteed
- $944K (90%)
- Approval → funding
- 12 days
- Approved
- 5/19/2021
- First disbursed
- 5/31/2021
- Loan status
- In workout — SBA bought the guarantee
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 12
- Business age
- Change of Ownership
- Industry
- Marketing Consulting Services
If you were the buyer here
- Est. deal size
- $1.2M
- Est. down payment (10%)
- $117K
- Est. cash at closing
- $160K
- Monthly payment
- $17,339
- Annual debt service
- $208K
- Cash flow needed (1.25×)
- $260K
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 Waukesha State Bank · Lender record →
Your business? Claim this record · Request removal
- Top Floor Technologies, LLC in New Berlin, WI — $507K (2021) · purchase · National Exchange Bank and Trust
- Program
- 7a General
- Rate at approval
- 5.75% variable
- Term
- 84 mo (7 yrs)
- SBA guaranteed
- $456K (90%)
- Approval → funding
- 33 days
- Approved
- 5/7/2021
- First disbursed
- 6/9/2021
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 29
- Business age
- Change of Ownership
- Industry
- Marketing Consulting Services
If you were the buyer here
- Est. deal size
- $563K
- Est. down payment (10%)
- $56K
- Est. cash at closing
- $75K
- Monthly payment
- $7,346
- Annual debt service
- $88K
- Cash flow needed (1.25×)
- $110K
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 National Exchange Bank and Trust
Your business? Claim this record · Request removal
Financing a marketing consulting services deal in Wisconsin? 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
DealRoom analysis of public SBA 7(a) lending records; ranked by funded acquisition loans to marketing consulting services businesses with a Wisconsin project address.
Agent summary
How to finance a marketing consulting services acquisition in Wisconsin with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded Wisconsin deals. Truliant FCU funds the most here. DealRoom is not a lender.
- $312K typical loan
- 3 lenders active in Wisconsin
- 3+ funded Wisconsin deals
- 33 days typical to fund
Buyers buying a marketing consulting services in Wisconsin 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.
- Sources: