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Financing a other financial vehicles acquisition
The SBA 7(a) lenders funding the most other financial vehicles acquisitions, ranked from public loan records — typical deal about $852K. A lender doing your industry every week underwrites faster and prices sharper.
Most active in other financial vehicles
Ranked by funded other financial vehicles acquisitions. Tap a lender to open its full record, or hit Get in touch for an introduction.
- 1.7 loans · $3M · Humble, TXFull record →
- 2.46 loans · $27M · Sartell, MNFull record →
- 3.1,296 loans · $1.4B · Wilmington, NCFull record →
- 4.2,539 loans · $965M · Columbus, OHFull record →
4+ funded other financial vehicles 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.
- Retirement Matters, LLC in Cincinnati, OH — $686K (2024) · purchase · The Huntington National Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 10.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $515K (75%)
- Approval → funding
- 17 days
- Approved
- 12/19/2023
- First disbursed
- 1/5/2024
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 3
- Business age
- Change of Ownership
- Industry
- Other Financial Vehicles
If you were the buyer here
- Est. deal size
- $762K
- Est. down payment (10%)
- $76K
- Est. cash at closing
- $102K
- Monthly payment
- $9,257
- Annual debt service
- $111K
- Cash flow needed (1.25×)
- $139K
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 The Huntington National Bank · Lender record →
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- SENTINEL PRIVATE WEALTH INC. in Boca Raton, FL — $1.9M (2021) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 5.5% fixed
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.7M (90%)
- Approval → funding
- 9 days
- Approved
- 6/21/2021
- First disbursed
- 6/30/2021
- 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
- Other Financial Vehicles
If you were the buyer here
- Est. deal size
- $2.1M
- Est. down payment (10%)
- $212K
- Est. cash at closing
- $291K
- Monthly payment
- $20,674
- Annual debt service
- $248K
- Cash flow needed (1.25×)
- $310K
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
- TMC VENTURES, INC in Minneapolis, MN — $3.8M (2020) · purchase · BankVista
- Program
- Preferred Lenders Program
- Rate at approval
- 5.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $2.9M (75%)
- Approval → funding
- 42 days
- Approved
- 2/18/2020
- First disbursed
- 3/31/2020
- Loan status
- In liquidation
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 29
- Business age
- Change of Ownership
- Industry
- Other Financial Vehicles
If you were the buyer here
- Est. deal size
- $4.2M
- Est. down payment (10%)
- $424K
- Est. cash at closing
- $586K
- Monthly payment
- $41,877
- Annual debt service
- $503K
- Cash flow needed (1.25×)
- $628K
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 BankVista · Lender record →
Your business? Claim this record · Request removal
- DC & B Investments LLC in College Station, TX — $610K (2020) · purchase · Third Coast Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 6.25% variable
- Term
- 123 months
- SBA guaranteed
- $458K (75%)
- Approval → funding
- 35 days
- Approved
- 12/27/2019
- First disbursed
- 1/31/2020
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 8
- Business age
- Change of Ownership
- Industry
- Other Financial Vehicles
If you were the buyer here
- Est. deal size
- $678K
- Est. down payment (10%)
- $68K
- Est. cash at closing
- $91K
- Monthly payment
- $6,729
- Annual debt service
- $81K
- Cash flow needed (1.25×)
- $101K
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 Third Coast 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 other financial vehicles businesses. Mega-bank call-center lenders excluded.
Agent summary
How to finance a other financial vehicles 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. Third Coast Bank funds the most. DealRoom is not a lender.
- $852K typical loan
- 4 lenders fund the industry
- 35 days typical to fund
Buyers researching a other financial vehicles 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.