Industry · lender intelligence
Financing a miscellaneous intermediation acquisition
The SBA 7(a) lenders funding the most miscellaneous intermediation acquisitions, ranked from public loan records — typical deal about $750K. A lender doing your industry every week underwrites faster and prices sharper.
Most active in miscellaneous intermediation
Ranked by funded miscellaneous intermediation acquisitions. Tap a lender to open its full record, or hit Get in touch for an introduction.
- 1.1,296 loans · $1.4B · Wilmington, NCFull record →
- 2.139 loans · $102M · Los Angeles, CAFull record →
- 3.5 loans · $4M · Houston, TXFull record →
11+ funded miscellaneous intermediation 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.
- Darren L. Meyer in Greenwood Village, CO — $1.3M (2024) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 9.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $960K (75%)
- Approval → funding
- 33 days
- Approved
- 10/25/2023
- First disbursed
- 11/27/2023
- 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 Intermediation
If you were the buyer here
- Est. deal size
- $1.4M
- Est. down payment (10%)
- $142K
- Est. cash at closing
- $195K
- Monthly payment
- $16,563
- Annual debt service
- $199K
- Cash flow needed (1.25×)
- $248K
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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- GM WEALTH GROUP LLC in Dallas, TX — $1.1M (2024) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 9.6% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $804K (75%)
- Approval → funding
- 20 days
- Approved
- 12/16/2023
- First disbursed
- 1/5/2024
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 4
- Business age
- Change of Ownership
- Industry
- Miscellaneous Intermediation
If you were the buyer here
- Est. deal size
- $1.2M
- Est. down payment (10%)
- $119K
- Est. cash at closing
- $163K
- Monthly payment
- $13,930
- Annual debt service
- $167K
- Cash flow needed (1.25×)
- $209K
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 →
Your business? Claim this record · Request removal
- 4-C Personal Wealth Management Consultants, LLC in Saint Louis, MO — $918K (2023) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 7.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $689K (75%)
- Approval → funding
- 5 days
- Approved
- 1/5/2023
- First disbursed
- 1/10/2023
- Loan status
- Paid in full (4/30/2024)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 2
- Business age
- Change of Ownership
- Industry
- Miscellaneous Intermediation
If you were the buyer here
- Est. deal size
- $1.0M
- Est. down payment (10%)
- $102K
- Est. cash at closing
- $140K
- Monthly payment
- $11,017
- Annual debt service
- $132K
- Cash flow needed (1.25×)
- $165K
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 →
Your business? Claim this record · Request removal
- DUSTIN R. RUDMAN, SP in New Egypt, NJ — $430K (2023) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 8.93% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $323K (75%)
- Approval → funding
- 32 days
- Approved
- 1/9/2023
- First disbursed
- 2/10/2023
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Individual
- Secondary market
- Loan sold to investors
- Jobs supported
- 1
- Business age
- Change of Ownership
- Industry
- Miscellaneous Intermediation
If you were the buyer here
- Est. deal size
- $478K
- Est. down payment (10%)
- $48K
- Est. cash at closing
- $64K
- Monthly payment
- $5,431
- Annual debt service
- $65K
- Cash flow needed (1.25×)
- $81K
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 →
Your business? Claim this record · Request removal
- JML Financial, Inc. in San Diego, CA — $350K (2023) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 9.18% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $263K (75%)
- Approval → funding
- 19 days
- Approved
- 1/19/2023
- First disbursed
- 2/7/2023
- 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
- Miscellaneous Intermediation
If you were the buyer here
- Est. deal size
- $389K
- Est. down payment (10%)
- $39K
- Est. cash at closing
- $52K
- Monthly payment
- $4,468
- Annual debt service
- $54K
- Cash flow needed (1.25×)
- $67K
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 →
Your business? Claim this record · Request removal
- Retirement Resources Investment Corporation in Peabody, MA — $2.1M (2022) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 5.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.6M (75%)
- Approval → funding
- 23 days
- Approved
- 12/7/2021
- First disbursed
- 12/30/2021
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 5
- Business age
- Change of Ownership
- Industry
- Miscellaneous Intermediation
If you were the buyer here
- Est. deal size
- $2.4M
- Est. down payment (10%)
- $237K
- Est. cash at closing
- $326K
- Monthly payment
- $22,842
- Annual debt service
- $274K
- Cash flow needed (1.25×)
- $343K
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 →
Your business? Claim this record · Request removal
- East Lion Investments Inc in Redondo Beach, CA — $977K (2021) · purchase · Hanmi Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 4.5% variable
- Term
- 300 mo (25 yrs)
- SBA guaranteed
- $879K (90%)
- Approved
- 7/30/2021
- Loan status
- Cancelled
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 3
- Business age
- Change of Ownership
- Industry
- Miscellaneous Intermediation
If you were the buyer here
- Est. deal size
- $1.1M
- Est. down payment (10%)
- $109K
- Est. cash at closing
- $149K
- Monthly payment
- $5,430
- Annual debt service
- $65K
- Cash flow needed (1.25×)
- $81K
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 Hanmi Bank · Lender record →
Your business? Claim this record · Request removal
- Craig Andrew Clements in Greenwood, IN — $925K (2021) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 5.5% fixed
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $833K (90%)
- Approval → funding
- 42 days
- Approved
- 4/21/2021
- First disbursed
- 6/2/2021
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Individual
- Jobs supported
- 2
- Business age
- Change of Ownership
- Industry
- Miscellaneous Intermediation
If you were the buyer here
- Est. deal size
- $1.0M
- Est. down payment (10%)
- $103K
- Est. cash at closing
- $141K
- Monthly payment
- $10,039
- Annual debt service
- $120K
- Cash flow needed (1.25×)
- $151K
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 →
Your business? Claim this record · Request removal
- Christopher S. Stark in Walpole, MA — $615K (2021) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 5.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $554K (90%)
- Approval → funding
- 3 days
- Approved
- 4/27/2021
- First disbursed
- 4/30/2021
- Loan status
- Paid in full (1/31/2023)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Individual
- Secondary market
- Loan sold to investors
- Jobs supported
- 3
- Business age
- Change of Ownership
- Industry
- Miscellaneous Intermediation
If you were the buyer here
- Est. deal size
- $683K
- Est. down payment (10%)
- $68K
- Est. cash at closing
- $91K
- Monthly payment
- $6,598
- Annual debt service
- $79K
- Cash flow needed (1.25×)
- $99K
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 →
Your business? Claim this record · Request removal
- Valued Retirements, Inc. in Houston, TX — $540K (2021) · purchase · Stellar Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 5.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $486K (90%)
- Approval → funding
- 27 days
- Approved
- 8/27/2021
- First disbursed
- 9/23/2021
- Loan status
- Paid in full (4/30/2024)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 3
- Business age
- Change of Ownership
- Industry
- Miscellaneous Intermediation
If you were the buyer here
- Est. deal size
- $600K
- Est. down payment (10%)
- $60K
- Est. cash at closing
- $80K
- Monthly payment
- $5,794
- Annual debt service
- $70K
- Cash flow needed (1.25×)
- $87K
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 Stellar Bank · Lender record →
Your business? Claim this record · Request removal
- AZOSE AND ASSOCIATES LLC in Spokane, WA — $2.3M (2020) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 6.53% fixed
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.7M (75%)
- Approval → funding
- 21 days
- Approved
- 12/17/2019
- First disbursed
- 1/7/2020
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 3
- Business age
- Change of Ownership
- Industry
- Miscellaneous Intermediation
If you were the buyer here
- Est. deal size
- $2.5M
- Est. down payment (10%)
- $251K
- Est. cash at closing
- $346K
- Monthly payment
- $25,696
- Annual debt service
- $308K
- Cash flow needed (1.25×)
- $385K
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 →
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 intermediation businesses. Mega-bank call-center lenders excluded.
Agent summary
How to finance a miscellaneous intermediation acquisition with an SBA 7(a) loan: the lenders that fund the most of them (from public records), typical cost, and what it takes to qualify. Live Oak Banking Company funds the most. DealRoom is not a lender.
- $750K typical loan
- 3 lenders fund the industry
- 23 days typical to fund
Buyers researching a miscellaneous intermediation deal typically pre-qualify, then ask DealRoom to introduce a lender that funds the industry — 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:
- Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.