Lender intelligence
Financing a portfolio management and investment advice acquisition in Michigan
The SBA 7(a) lenders funding the most portfolio management and investment advice acquisitions in Michigan, 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 · Michigan
Ranked by funded portfolio management and investment advice acquisitions in Michigan. Tap a lender for 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 →
5+ funded Portfolio Management and Investment Advice in Michigan 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.
- Alexander Seiji Potter in Milford, MI — $900K (2025) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 8.85% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $675K (75%)
- Approval → funding
- 142 days
- Approved
- 3/26/2025
- First disbursed
- 8/15/2025
- 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
- Portfolio Management and Investment Advice
If you were the buyer here
- Est. deal size
- $1.0M
- Est. down payment (10%)
- $100K
- Est. cash at closing
- $137K
- Monthly payment
- $11,328
- Annual debt service
- $136K
- Cash flow needed (1.25×)
- $170K
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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- Davis Capital Management, LLC in Shelby Township, MI — $330K (2024) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 10.99% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $248K (75%)
- Approval → funding
- 32 days
- Approved
- 7/19/2024
- First disbursed
- 8/20/2024
- 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
- Portfolio Management and Investment Advice
If you were the buyer here
- Est. deal size
- $367K
- Est. down payment (10%)
- $37K
- Est. cash at closing
- $49K
- Monthly payment
- $4,544
- Annual debt service
- $55K
- Cash flow needed (1.25×)
- $68K
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
- SCHREINER FINANCIAL, LLC in Troy, MI — $2.1M (2023) · purchase · Byline Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 10.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.5M (75%)
- Approval → funding
- 26 days
- Approved
- 3/10/2023
- First disbursed
- 4/5/2023
- 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
- Portfolio Management and Investment Advice
If you were the buyer here
- Est. deal size
- $2.3M
- Est. down payment (10%)
- $228K
- Est. cash at closing
- $314K
- Monthly payment
- $27,729
- Annual debt service
- $333K
- Cash flow needed (1.25×)
- $416K
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 Byline Bank · Lender record →
Your business? Claim this record · Request removal
- Fortitude Wealth Planners, LLC in Traverse City, MI — $1.0M (2023) · purchase · Byline Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 10.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $750K (75%)
- Approval → funding
- 11 days
- Approved
- 5/1/2023
- First disbursed
- 5/12/2023
- 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
- $1.1M
- Est. down payment (10%)
- $111K
- Est. cash at closing
- $152K
- Monthly payment
- $13,634
- Annual debt service
- $164K
- Cash flow needed (1.25×)
- $205K
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 Byline Bank · Lender record →
Your business? Claim this record · Request removal
- Evergreen Wealth Management, LLC in Williamston, MI — $625K (2022) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 7.75% fixed
- Term
- 121 months
- SBA guaranteed
- $469K (75%)
- Approval → funding
- 16 days
- Approved
- 6/14/2022
- First disbursed
- 6/30/2022
- Loan status
- Paid in full (9/30/2022)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 1
- Business age
- Change of Ownership
- Industry
- Portfolio Management and Investment Advice
If you were the buyer here
- Est. deal size
- $694K
- Est. down payment (10%)
- $69K
- Est. cash at closing
- $93K
- Monthly payment
- $7,460
- Annual debt service
- $90K
- Cash flow needed (1.25×)
- $112K
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
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DealRoom analysis of public SBA 7(a) lending records; ranked by funded acquisition loans to portfolio management and investment advice businesses with a Michigan project address.
Agent summary
How to finance a portfolio management and investment advice acquisition in Michigan with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded Michigan deals. Live Oak Banking Company funds the most here. DealRoom is not a lender.
- $581K typical loan
- 2 lenders active in Michigan
- 5+ funded Michigan deals
- 26 days typical to fund
Buyers buying a portfolio management and investment advice in Michigan 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.