Most active in offices of other holding companies

Ranked by funded offices of other holding companies 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 →
2.242 loans · $281M · Chicago, ILFull record →
3.284 loans · $254M · Cincinnati, OHFull record →
4.4 loans · $0M · Warsaw, INFull record →
5.1,927 loans · $207M · Buffalo, NYFull record →
6.138 loans · $276M · Sioux Falls, SDFull record →
7.8 loans · $10M · Jenks, OKFull record →
8.2 loans · $0M · Pine Bluff, ARFull record →
9.2 loans · $0M · Clearfield, PAFull record →
10.19 loans · $5M · Bessemer, ALFull record →
11.34 loans · $19M · Arden Hills, MNFull record →
12.23 loans · $30M · Stuart, FLFull record →
13.97 loans · $96M · Raleigh, NCFull record →
14.103 loans · $64M · Indiana, PAFull record →
15.1 loans · $4M · Northfield, VTFull record →
16.868 loans · $362M · Salt Lake City, UTFull record →
17.52 loans · $50M · Rockville, MDFull record →

30+ funded offices of other holding companies 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.

Tower 41 Corp. in Bird In Hand, PA — $2.5M (2026) · purchase · Pathward National Association

Program: Preferred Lenders Program
Rate at approval: 9.5% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $1.9M (75%)
Approval → funding: 14 days
Approved: 1/22/2026
First disbursed: 2/5/2026
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Secondary market: Loan sold to investors
Jobs supported: 38
Business age: Change of Ownership
Industry: Offices of Other Holding Companies

If you were the buyer here

Est. deal size: $2.8M
Est. down payment (10%): $278K
Est. cash at closing: $383K
Monthly payment: $32,349
Annual debt service: $388K
Cash flow needed (1.25×): $485K

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 Pathward National Association · Lender record →

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Recharging Corp. in Montvale, NJ — $1.7M (2026) · purchase · Pathward National Association

Program: Preferred Lenders Program
Rate at approval: 9.25% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $1.3M (75%)
Approved: 3/17/2026
Loan status: Committed
Loan type: Term loan
Collateral: Required
Business type: Corporation
Jobs supported: 4
Business age: Change of Ownership
Industry: Offices of Other Holding Companies

If you were the buyer here

Est. deal size: $1.9M
Est. down payment (10%): $191K
Est. cash at closing: $263K
Monthly payment: $22,015
Annual debt service: $264K
Cash flow needed (1.25×): $330K

Funded by Pathward National Association · Lender record →

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Y1 Holdings, LLC in Park City, UT — $1.6M (2026) · purchase · Byline Bank

Program: Preferred Lenders Program
Rate at approval: 9.5% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $1.2M (75%)
Approval → funding: 11 days
Approved: 1/30/2026
First disbursed: 2/10/2026
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Secondary market: Loan sold to investors
Jobs supported: 55
Business age: Change of Ownership
Industry: Offices of Other Holding Companies

If you were the buyer here

Est. deal size: $1.8M
Est. down payment (10%): $176K
Est. cash at closing: $241K
Monthly payment: $20,445
Annual debt service: $245K
Cash flow needed (1.25×): $307K

Funded by Byline Bank · Lender record →

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HSP Systems LLC in Kalamazoo, MI — $100K (2026) · purchase · Capital Bank, National Association

Program: Preferred Lenders Program
Rate at approval: 9.75% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $85K (85%)
Approved: 12/31/2025
Loan status: Committed
Loan type: Term loan
Collateral: Required
Business type: Corporation
Jobs supported: 15
Business age: Change of Ownership
Industry: Offices of Other Holding Companies

If you were the buyer here

Est. deal size: $111K
Est. down payment (10%): $11K
Est. cash at closing: $14K
Monthly payment: $1,308
Annual debt service: $16K
Cash flow needed (1.25×): $20K

Funded by Capital Bank, National Association · Lender record →

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Y1 Holdings, LLC in Park City, UT — $100K (2026) · purchase · Byline Bank

Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Rate at approval: 9.5% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $50K (50%)
Approval → funding: 12 days
Approved: 1/30/2026
First disbursed: 2/11/2026
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Jobs supported: 55
Business age: Change of Ownership
Industry: Offices of Other Holding Companies

If you were the buyer here

Est. deal size: $111K
Est. down payment (10%): $11K
Est. cash at closing: $14K
Monthly payment: $1,294
Annual debt service: $16K
Cash flow needed (1.25×): $19K

Funded by Byline Bank · Lender record →

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RJ Parlay Inc. in Berthoud, CO — $4.9M (2025) · purchase · Byline Bank

Program: Preferred Lenders Program
Rate at approval: 9.5% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $3.7M (75%)
Approval → funding: 5 days
Approved: 5/28/2025
First disbursed: 6/2/2025
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Secondary market: Loan sold to investors
Jobs supported: 13
Business age: Change of Ownership
Industry: Offices of Other Holding Companies

If you were the buyer here

Est. deal size: $5.4M
Est. down payment (10%): $544K
Est. cash at closing: $753K
Monthly payment: $63,405
Annual debt service: $761K
Cash flow needed (1.25×): $951K

Funded by Byline Bank · Lender record →

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Inthermo LLC in Lakeville, MN — $4.1M (2025) · purchase · Live Oak Banking Company

Program: Preferred Lenders Program
Rate at approval: 8.75% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $3.1M (75%)
Approval → funding: 23 days
Approved: 10/15/2024
First disbursed: 11/7/2024
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Secondary market: Loan sold to investors
Jobs supported: 10
Business age: Change of Ownership
Industry: Offices of Other Holding Companies

If you were the buyer here

Est. deal size: $4.6M
Est. down payment (10%): $456K
Est. cash at closing: $630K
Monthly payment: $51,384
Annual debt service: $617K
Cash flow needed (1.25×): $771K

Funded by Live Oak Banking Company · Lender record →

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Green River Data Group Inc. in Brattleboro, VT — $2.2M (2025) · purchase · Northfield Savings Bank

Program: 7a General
Rate at approval: 7.09% fixed
Term: 84 mo (7 yrs)
SBA guaranteed: $1.6M (75%)
Approval → funding: 18 days
Approved: 11/2/2024
First disbursed: 11/20/2024
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Jobs supported: 41
Business age: Change of Ownership
Industry: Offices of Other Holding Companies

If you were the buyer here

Est. deal size: $2.4M
Est. down payment (10%): $244K
Est. cash at closing: $337K
Monthly payment: $33,301
Annual debt service: $400K
Cash flow needed (1.25×): $500K

Funded by Northfield Savings Bank · Lender record →

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Chavez Capital LLC in Columbus, OH — $1.9M (2025) · purchase · First Commonwealth Bank

Program: Preferred Lenders Program
Rate at approval: 9.5% variable
Term: 300 mo (25 yrs)
SBA guaranteed: $1.4M (75%)
Approval → funding: 56 days
Approved: 5/20/2025
First disbursed: 7/15/2025
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Secondary market: Loan sold to investors
Jobs supported: 1
Business age: Change of Ownership
Industry: Offices of Other Holding Companies

If you were the buyer here

Est. deal size: $2.1M
Est. down payment (10%): $207K
Est. cash at closing: $284K
Monthly payment: $16,242
Annual debt service: $195K
Cash flow needed (1.25×): $244K

Funded by First Commonwealth Bank · Lender record →

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Greater Purpose Holding Company, Inc. in Jacksonville, FL — $1.7M (2025) · purchase · First-Citizens Bank & Trust Company

Program: 7a General
Rate at approval: 9.5% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $1.3M (75%)
Approval → funding: 98 days
Approved: 7/3/2025
First disbursed: 10/9/2025
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Secondary market: Loan sold to investors
Jobs supported: 35
Business age: Change of Ownership
Industry: Offices of Other Holding Companies

If you were the buyer here

Est. deal size: $1.9M
Est. down payment (10%): $186K
Est. cash at closing: $255K
Monthly payment: $21,609
Annual debt service: $259K
Cash flow needed (1.25×): $324K

Funded by First-Citizens Bank & Trust Company · Lender record →

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R2R Intermodal LLC in Duluth, GA — $938K (2025) · purchase · Celtic Bank Corporation

Program: Preferred Lenders Program
Rate at approval: 10.25% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $704K (75%)
Approval → funding: 8 days
Approved: 2/19/2025
First disbursed: 2/27/2025
Loan status: Past due
Loan type: Term loan
Collateral: Required
Business type: Corporation
Secondary market: Loan sold to investors
Jobs supported: 9
Business age: Change of Ownership
Industry: Offices of Other Holding Companies

If you were the buyer here

Est. deal size: $1.0M
Est. down payment (10%): $104K
Est. cash at closing: $143K
Monthly payment: $12,526
Annual debt service: $150K
Cash flow needed (1.25×): $188K

Funded by Celtic Bank Corporation · Lender record →

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Fallbrook Partners, LLC in Albert Lea, MN — $870K (2025) · purchase · Live Oak Banking Company

Program: Preferred Lenders Program
Rate at approval: 8.45% variable
Term: 300 mo (25 yrs)
SBA guaranteed: $653K (75%)
Approval → funding: 8 days
Approved: 10/22/2024
First disbursed: 10/30/2024
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: Offices of Other Holding Companies

If you were the buyer here

Est. deal size: $967K
Est. down payment (10%): $97K
Est. cash at closing: $133K
Monthly payment: $6,976
Annual debt service: $84K
Cash flow needed (1.25×): $105K

Funded by Live Oak Banking Company · Lender record →

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Inthermo LLC in Lakeville, MN — $100K (2025) · purchase · Live Oak Banking Company

Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Rate at approval: 8.75% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $50K (50%)
Approved: 10/15/2024
Loan status: Committed
Loan type: Revolving line
Collateral: Required
Business type: Corporation
Jobs supported: 10
Business age: Change of Ownership
Industry: Offices of Other Holding Companies

If you were the buyer here

Est. deal size: $111K
Est. down payment (10%): $11K
Est. cash at closing: $14K
Monthly payment: $1,253
Annual debt service: $15K
Cash flow needed (1.25×): $19K

Funded by Live Oak Banking Company · Lender record →

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Assessment Advisors Texas, LLC in Spring, TX — $4.5M (2024) · purchase · Fifth Third Bank

Program: 7a General
Rate at approval: 8% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $3.4M (75%)
Approval → funding: 111 days
Approved: 4/23/2024
First disbursed: 8/12/2024
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Jobs supported: 48
Business age: Change of Ownership
Industry: Offices of Other Holding Companies

If you were the buyer here

Est. deal size: $5.0M
Est. down payment (10%): $500K
Est. cash at closing: $692K
Monthly payment: $54,597
Annual debt service: $655K
Cash flow needed (1.25×): $819K

Funded by Fifth Third Bank · Lender record →

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Petro Grubyak in New York, NY — $1.5M (2024) · purchase · Seacoast National Bank

Program: Preferred Lenders Program
Rate at approval: 10.75% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $1.1M (75%)
Approval → funding: 7 days
Approved: 6/24/2024
First disbursed: 7/1/2024
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Secondary market: Loan sold to investors
Jobs supported: 42
Business age: Change of Ownership
Industry: Offices of Other Holding Companies

If you were the buyer here

Est. deal size: $1.7M
Est. down payment (10%): $168K
Est. cash at closing: $231K
Monthly payment: $20,621
Annual debt service: $247K
Cash flow needed (1.25×): $309K

Funded by Seacoast National Bank · Lender record →

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Anchors Aweigh Together LLC in Warwick, RI — $3.1M (2023) · purchase · Live Oak Banking Company

Program: Preferred Lenders Program
Rate at approval: 8.25% variable
Term: 300 mo (25 yrs)
SBA guaranteed: $2.3M (75%)
Approval → funding: 42 days
Approved: 5/26/2023
First disbursed: 7/7/2023
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Secondary market: Loan sold to investors
Jobs supported: 23
Business age: Change of Ownership
Industry: Offices of Other Holding Companies

If you were the buyer here

Est. deal size: $3.5M
Est. down payment (10%): $348K
Est. cash at closing: $480K
Monthly payment: $24,663
Annual debt service: $296K
Cash flow needed (1.25×): $370K

Funded by Live Oak Banking Company · Lender record →

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NDBC Administrative Service, LLC in Bloomington, MN — $873K (2023) · purchase · Frandsen Bank and Trust

Program: Preferred Lenders Program
Rate at approval: 9% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $655K (75%)
Approval → funding: 28 days
Approved: 11/4/2022
First disbursed: 12/2/2022
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Secondary market: Loan sold to investors
Jobs supported: 40
Business age: Change of Ownership
Industry: Offices of Other Holding Companies

If you were the buyer here

Est. deal size: $970K
Est. down payment (10%): $97K
Est. cash at closing: $133K
Monthly payment: $11,059
Annual debt service: $133K
Cash flow needed (1.25×): $166K

Funded by Frandsen Bank and Trust · Lender record →

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Anchors Aweigh Together LLC in Warwick, RI — $200K (2023) · purchase · Live Oak Banking Company

Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Rate at approval: 9.5% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $100K (50%)
Approval → funding: 42 days
Approved: 5/26/2023
First disbursed: 7/7/2023
Loan status: Current
Loan type: Revolving line
Collateral: Required
Business type: Corporation
Jobs supported: 23
Business age: Change of Ownership
Industry: Offices of Other Holding Companies

If you were the buyer here

Est. deal size: $222K
Est. down payment (10%): $22K
Est. cash at closing: $30K
Monthly payment: $2,588
Annual debt service: $31K
Cash flow needed (1.25×): $39K

Funded by Live Oak Banking Company · Lender record →

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ABM Holdings 1 LLC in Tonwanda, NY — $5.0M (2022) · purchase · CNB Bank

Program: 7a General
Rate at approval: 5.75% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $3.8M (75%)
Approval → funding: 0 days
Approved: 4/27/2022
First disbursed: 4/27/2022
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Jobs supported: 17
Business age: Change of Ownership
Industry: Offices of Other Holding Companies

If you were the buyer here

Est. deal size: $5.6M
Est. down payment (10%): $556K
Est. cash at closing: $769K
Monthly payment: $54,885
Annual debt service: $659K
Cash flow needed (1.25×): $823K

Funded by CNB Bank · Lender record →

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Reymond Products International Inc in Midvale, OH — $4.8M (2022) · purchase · First Financial Bank

Program: 7a General
Rate at approval: 5.25% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $3.6M (75%)
Approval → funding: 73 days
Approved: 2/8/2022
First disbursed: 4/22/2022
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Secondary market: Loan sold to investors
Jobs supported: 25
Business age: Change of Ownership
Industry: Offices of Other Holding Companies

If you were the buyer here

Est. deal size: $5.3M
Est. down payment (10%): $533K
Est. cash at closing: $738K
Monthly payment: $51,500
Annual debt service: $618K
Cash flow needed (1.25×): $773K

Funded by First Financial Bank · Lender record →

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Financing a offices of other holding companies acquisition

Most active in offices of other holding companies

30+ funded offices of other holding companies deals

Agent summary

Deal economics— what it takes to buy & finance offices of other holding companies