Lender intelligence
Financing a portfolio management and investment advice acquisition in Missouri
The SBA 7(a) lenders funding the most portfolio management and investment advice acquisitions in Missouri, 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 · Missouri
Ranked by funded portfolio management and investment advice acquisitions in Missouri. Tap a lender for its full record, or hit Get in touch for an introduction.
- 1.27 loans · $15M · Carthage, MOFull record →
- 2.1,296 loans · $1.4B · Wilmington, NCFull record →
- 3.19 loans · $3M · Springfield, ILFull record →
3+ funded Portfolio Management and Investment Advice in Missouri 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.
- Financial Planner Near Me, LLC in Springfield, MO — $1.3M (2026) · purchase · Four States Bank, Inc.
- Program
- Preferred Lenders Program
- Rate at approval
- 10% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $973K (75%)
- Approval → funding
- 5 days
- Approved
- 12/31/2025
- First disbursed
- 1/5/2026
- 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
- $1.4M
- Est. down payment (10%)
- $144K
- Est. cash at closing
- $198K
- Monthly payment
- $17,139
- Annual debt service
- $206K
- Cash flow needed (1.25×)
- $257K
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 Four States Bank, Inc. · Lender record →
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- EverDay Financial, LLC in Saint Louis, MO — $2.0M (2024) · purchase · Bank of Springfield
- Program
- Preferred Lenders Program
- Rate at approval
- 10% variable
- Term
- 123 months
- SBA guaranteed
- $1.5M (75%)
- Approval → funding
- 27 days
- Approved
- 6/4/2024
- First disbursed
- 7/1/2024
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 4
- Business age
- Change of Ownership
- Industry
- Portfolio Management and Investment Advice
If you were the buyer here
- Est. deal size
- $2.2M
- Est. down payment (10%)
- $222K
- Est. cash at closing
- $306K
- Monthly payment
- $26,055
- Annual debt service
- $313K
- Cash flow needed (1.25×)
- $391K
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 Bank of Springfield · Lender record →
Your business? Claim this record · Request removal
- HOOT OWL TAX & ACCOUNTING LLC in Blue Springs, MO — $425K (2024) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 10.49% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $319K (75%)
- Approval → funding
- 10 days
- Approved
- 1/19/2024
- First disbursed
- 1/29/2024
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 12
- Business age
- Change of Ownership
- Industry
- Portfolio Management and Investment Advice
If you were the buyer here
- Est. deal size
- $472K
- Est. down payment (10%)
- $47K
- Est. cash at closing
- $63K
- Monthly payment
- $5,732
- Annual debt service
- $69K
- Cash flow needed (1.25×)
- $86K
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 Missouri project address.
Agent summary
How to finance a portfolio management and investment advice acquisition in Missouri with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded Missouri deals. Four States Bank, Inc. funds the most here. DealRoom is not a lender.
- $581K typical loan
- 3 lenders active in Missouri
- 3+ funded Missouri deals
- 10 days typical to fund
Buyers buying a portfolio management and investment advice in Missouri 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.