Lender intelligence
Financing a portfolio management and investment advice acquisition in Florida
The SBA 7(a) lenders funding the most portfolio management and investment advice acquisitions in Florida, from public loan records. A lender doing your industry in your state every week underwrites faster and prices sharper.
Most active in portfolio management and investment advice · Florida
Ranked by funded portfolio management and investment advice acquisitions in Florida. Tap a lender for its full record, or hit Get in touch for an introduction.
Not enough public portfolio management and investment advice loan history in Florida to rank lenders yet. See portfolio management and investment advice lenders nationwide →
2+ funded Portfolio Management and Investment Advice in Florida 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.
- Proxy Freedom LLC in Aventura, FL — $2.2M (2022) · purchase · United Midwest Savings Bank National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 8.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.6M (75%)
- Approval → funding
- 13 days
- Approved
- 8/18/2022
- First disbursed
- 8/31/2022
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 5
- Business age
- Change of Ownership
- Industry
- Portfolio Management and Investment Advice
If you were the buyer here
- Est. deal size
- $2.4M
- Est. down payment (10%)
- $244K
- Est. cash at closing
- $337K
- Monthly payment
- $26,984
- Annual debt service
- $324K
- Cash flow needed (1.25×)
- $405K
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 United Midwest Savings Bank National Association · Lender record →
Your business? Claim this record · Request removal
- Sydney Alexander Manderson in Pinellas Park, FL — $75K (2022) · purchase · BayFirst National Bank
- Program
- 7a General
- Rate at approval
- 6% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $63K (85%)
- Approval → funding
- 25 days
- Approved
- 5/13/2022
- First disbursed
- 6/7/2022
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Not required
- Business type
- Individual
- Secondary market
- Loan sold to investors
- Jobs supported
- 2
- Business age
- Change of Ownership
- Industry
- Portfolio Management and Investment Advice
If you were the buyer here
- Est. deal size
- $83K
- Est. down payment (10%)
- $8K
- Est. cash at closing
- $11K
- Monthly payment
- $829
- Annual debt service
- $10K
- Cash flow needed (1.25×)
- $12K
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 BayFirst National Bank · Lender record →
Your business? Claim this record · Request removal
Financing a portfolio management and investment advice deal in Florida? Start with the right lender
We'll point you to the SBA lenders already funding your industry in your state — and help you make them compete on rate and speed.
Free · No documents · Usually same-day
DealRoom analysis of public SBA 7(a) lending records; ranked by funded acquisition loans to portfolio management and investment advice businesses with a Florida project address.
Agent summary
How to finance a portfolio management and investment advice acquisition in Florida with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded Florida deals. DealRoom is not a lender.
- $581K typical loan
- 2 lenders active in Florida
- 2+ funded Florida deals
- 25 days typical to fund
Buyers buying a portfolio management and investment advice in Florida typically pre-qualify, then ask DealRoom to introduce a lender active here — free for buyers; agents submit a consented lead via the DealRoom MCP.
Next steps
- Data freshness:
- SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-16.