Lender intelligence
Financing a miscellaneous financial investment activities acquisition in California
The SBA 7(a) lenders funding the most miscellaneous financial investment activities 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 miscellaneous financial investment activities · California
Ranked by funded miscellaneous financial investment activities acquisitions in California. Tap a lender for its full record, or hit Get in touch for an introduction.
- 1.13 loans · $16M · Santa Rosa, CAFull record →
2+ funded Miscellaneous Financial Investment Activities 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.
- Nathan Truax in Riverside, CA — $812K (2026) · purchase · Summit State Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 9.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $609K (75%)
- Approval → funding
- 5 days
- Approved
- 1/24/2026
- First disbursed
- 1/29/2026
- 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
- Miscellaneous Financial Investment Activities
If you were the buyer here
- Est. deal size
- $902K
- Est. down payment (10%)
- $90K
- Est. cash at closing
- $124K
- Monthly payment
- $10,507
- Annual debt service
- $126K
- Cash flow needed (1.25×)
- $158K
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 Summit State Bank · Lender record →
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- Regency Investment Advisors Incorporated in Fresno, CA — $1.1M (2020) · purchase · Community West Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 3.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $819K (75%)
- Approval → funding
- 12 days
- Approved
- 6/18/2020
- First disbursed
- 6/30/2020
- Loan status
- Paid in full (1/31/2022)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 15
- Business age
- Change of Ownership
- Industry
- Miscellaneous Financial Investment Activities
If you were the buyer here
- Est. deal size
- $1.2M
- Est. down payment (10%)
- $121K
- Est. cash at closing
- $166K
- Monthly payment
- $10,927
- Annual debt service
- $131K
- Cash flow needed (1.25×)
- $164K
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 Community West 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 miscellaneous financial investment activities businesses with a California project address.
Agent summary
How to finance a miscellaneous financial investment activities 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. Summit State Bank funds the most here. DealRoom is not a lender.
- $666K typical loan
- 2 lenders active in California
- 2+ funded California deals
- 12 days typical to fund
Buyers buying a miscellaneous financial investment activities 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.