Lender intelligence
Financing a miscellaneous intermediation acquisition in Texas
The SBA 7(a) lenders funding the most miscellaneous intermediation acquisitions in Texas, from public loan records. A lender doing your industry in your state every week underwrites faster and prices sharper.
Most active in miscellaneous intermediation · Texas
Ranked by funded miscellaneous intermediation acquisitions in Texas. Tap a lender for its full record, or hit Get in touch for an introduction.
Not enough public miscellaneous intermediation loan history in Texas to rank lenders yet. See miscellaneous intermediation lenders nationwide →
2+ funded Miscellaneous Intermediation in Texas 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.
- 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 →
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- 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
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DealRoom analysis of public SBA 7(a) lending records; ranked by funded acquisition loans to miscellaneous intermediation businesses with a Texas project address.
Agent summary
How to finance a miscellaneous intermediation acquisition in Texas with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded Texas deals. DealRoom is not a lender.
- $750K typical loan
- 2 lenders active in Texas
- 2+ funded Texas deals
- 27 days typical to fund
Buyers buying a miscellaneous intermediation in Texas 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:
- Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.