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Financing a portfolio management acquisition
The SBA 7(a) lenders funding the most portfolio management acquisitions, ranked from public loan records — typical deal about $671K. A lender doing your industry every week underwrites faster and prices sharper.
Most active in portfolio management
Ranked by funded portfolio management acquisitions. Tap a lender to open its full record, or hit Get in touch for an introduction.
- 1.75 loans · $98M · Sioux Falls, SDFull record →
- 2.138 loans · $276M · Sioux Falls, SDFull record →
- 3.1,296 loans · $1.4B · Wilmington, NCFull record →
- 4.21 loans · $5M · Spartanburg, SCFull record →
- 5.5 loans · $7M · Syracuse, KSFull record →
10+ funded portfolio management 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.
- Philip James Wealth Management, LLC dba PGI Wealth Management in Coral Gables, FL — $1.9M (2021) · purchase · The Bancorp Bank National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 6% fixed
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.7M (90%)
- Approval → funding
- 24 days
- Approved
- 2/2/2021
- First disbursed
- 2/26/2021
- Loan status
- Paid in full (5/31/2024)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 1
- Business age
- Change of Ownership
- Industry
- Portfolio Management
If you were the buyer here
- Est. deal size
- $2.1M
- Est. down payment (10%)
- $213K
- Est. cash at closing
- $293K
- Monthly payment
- $21,299
- Annual debt service
- $256K
- Cash flow needed (1.25×)
- $319K
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 Bancorp Bank National Association · Lender record →
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- WILLIAM HAYDEN WEALTH MANAGEMENT, LLC in Dodge City, KS — $832K (2021) · purchase · Dream First Bank National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 5.425% fixed
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $624K (75%)
- Approval → funding
- 34 days
- Approved
- 12/1/2020
- First disbursed
- 1/4/2021
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 4
- Business age
- Change of Ownership
- Industry
- Portfolio Management
If you were the buyer here
- Est. deal size
- $924K
- Est. down payment (10%)
- $92K
- Est. cash at closing
- $127K
- Monthly payment
- $8,996
- Annual debt service
- $108K
- Cash flow needed (1.25×)
- $135K
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 Dream First Bank National Association · Lender record →
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- The Hammel Group, Inc. in Dallas, TX — $732K (2021) · purchase · The Bancorp Bank National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 5.75% fixed
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $658K (90%)
- Approval → funding
- 19 days
- Approved
- 3/4/2021
- First disbursed
- 3/23/2021
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Not required
- Business type
- Corporation
- Jobs supported
- 1
- Business age
- Change of Ownership
- Industry
- Portfolio Management
If you were the buyer here
- Est. deal size
- $813K
- Est. down payment (10%)
- $81K
- Est. cash at closing
- $111K
- Monthly payment
- $8,030
- Annual debt service
- $96K
- Cash flow needed (1.25×)
- $120K
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 Bancorp Bank National Association · Lender record →
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- Jonathan H. Schomberg in Elm Grove, WI — $581K (2021) · purchase · Citizens Community Federal National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 4.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $523K (90%)
- Approval → funding
- 2 days
- Approved
- 4/19/2021
- First disbursed
- 4/21/2021
- Loan status
- Paid in full (4/30/2022)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Individual
- Secondary market
- Loan sold to investors
- Jobs supported
- 4
- Business age
- Change of Ownership
- Industry
- Portfolio Management
If you were the buyer here
- Est. deal size
- $646K
- Est. down payment (10%)
- $65K
- Est. cash at closing
- $86K
- Monthly payment
- $6,092
- Annual debt service
- $73K
- Cash flow needed (1.25×)
- $91K
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 Citizens Community Federal National Association
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- Shoreline Financial LLC in Branford, CT — $1.9M (2020) · purchase · Pathward National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 6.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.4M (75%)
- Approval → funding
- 36 days
- Approved
- 12/26/2019
- First disbursed
- 1/31/2020
- Loan status
- Paid in full (4/30/2022)
- Loan type
- Term loan
- Collateral
- Not required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 2
- Business age
- Change of Ownership
- Industry
- Portfolio Management
If you were the buyer here
- Est. deal size
- $2.1M
- Est. down payment (10%)
- $213K
- Est. cash at closing
- $293K
- Monthly payment
- $21,989
- Annual debt service
- $264K
- Cash flow needed (1.25×)
- $330K
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 →
Your business? Claim this record · Request removal
- Street Capital Partners, LLC in Indianapolis, IN — $1.2M (2020) · purchase · The Bancorp Bank National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 6.75% fixed
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $868K (75%)
- Approval → funding
- 63 days
- Approved
- 4/28/2020
- First disbursed
- 6/30/2020
- Loan status
- Paid in full (12/31/2022)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Business age
- Change of Ownership
- Industry
- Portfolio Management
If you were the buyer here
- Est. deal size
- $1.3M
- Est. down payment (10%)
- $129K
- Est. cash at closing
- $176K
- Monthly payment
- $13,285
- Annual debt service
- $159K
- Cash flow needed (1.25×)
- $199K
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 Bancorp Bank National Association · Lender record →
Your business? Claim this record · Request removal
- Victory Independent Planning, LLC in Marco Island, FL — $1.1M (2020) · purchase · Pathward National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 5.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $788K (75%)
- Approval → funding
- 34 days
- Approved
- 5/27/2020
- First disbursed
- 6/30/2020
- Loan status
- Paid in full (7/31/2022)
- Loan type
- Term loan
- Collateral
- Not required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Business age
- Change of Ownership
- Industry
- Portfolio Management
If you were the buyer here
- Est. deal size
- $1.2M
- Est. down payment (10%)
- $117K
- Est. cash at closing
- $160K
- Monthly payment
- $11,266
- Annual debt service
- $135K
- Cash flow needed (1.25×)
- $169K
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 →
Your business? Claim this record · Request removal
- Lynch Financial Group LLC in Dublin, OH — $820K (2020) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 7.4% fixed
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $615K (75%)
- Approval → funding
- 21 days
- Approved
- 12/10/2019
- First disbursed
- 12/31/2019
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Individual
- Secondary market
- Loan sold to investors
- Business age
- Change of Ownership
- Industry
- Portfolio Management
If you were the buyer here
- Est. deal size
- $911K
- Est. down payment (10%)
- $91K
- Est. cash at closing
- $125K
- Monthly payment
- $9,691
- Annual debt service
- $116K
- Cash flow needed (1.25×)
- $145K
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
- Acequia Investment Management Corporation in Albuquerque, NM — $555K (2020) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 7% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $416K (75%)
- Approval → funding
- 12 days
- Approved
- 10/9/2019
- First disbursed
- 10/21/2019
- Loan status
- Paid in full (6/30/2024)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 3
- Business age
- Change of Ownership
- Industry
- Portfolio Management
If you were the buyer here
- Est. deal size
- $617K
- Est. down payment (10%)
- $62K
- Est. cash at closing
- $82K
- Monthly payment
- $6,444
- Annual debt service
- $77K
- Cash flow needed (1.25×)
- $97K
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
- Derwin Financial Group LLC. in Overland Park, KS — $267K (2020) · purchase · Southern Bank
- Program
- 7a General
- Rate at approval
- 7.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $200K (75%)
- Approval → funding
- 42 days
- Approved
- 12/20/2019
- First disbursed
- 1/31/2020
- Loan status
- Paid in full (10/31/2023)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 4
- Business age
- Change of Ownership
- Industry
- Portfolio Management
If you were the buyer here
- Est. deal size
- $297K
- Est. down payment (10%)
- $30K
- Est. cash at closing
- $40K
- Monthly payment
- $3,168
- Annual debt service
- $38K
- Cash flow needed (1.25×)
- $48K
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 Southern 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 portfolio management businesses. Mega-bank call-center lenders excluded.
Agent summary
How to finance a portfolio management 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. The Bancorp Bank National Association funds the most. DealRoom is not a lender.
- $671K typical loan
- 6 lenders fund the industry
- 34 days typical to fund
Buyers researching a portfolio management 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.