Lender intelligence
Financing a portfolio management and investment advice acquisition in North Carolina
The SBA 7(a) lenders funding the most portfolio management and investment advice acquisitions in North Carolina, 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 · North Carolina
Ranked by funded portfolio management and investment advice acquisitions in North Carolina. Tap a lender for its full record, or hit Get in touch for an introduction.
- 1.242 loans · $281M · Chicago, ILFull record →
- 2.1,296 loans · $1.4B · Wilmington, NCFull record →
3+ funded Portfolio Management and Investment Advice in North Carolina 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.
- ADAPTFIRST INVESTMENTS LLC in Kernersville, NC — $1.3M (2024) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 9.69% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $975K (75%)
- Approval → funding
- 13 days
- Approved
- 6/26/2024
- First disbursed
- 7/9/2024
- 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
- $1.4M
- Est. down payment (10%)
- $144K
- Est. cash at closing
- $198K
- Monthly payment
- $16,957
- Annual debt service
- $203K
- Cash flow needed (1.25×)
- $254K
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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- WEALTH MANAGEMENT GROUP, INCORPORATED in Winston Salem, NC — $2.1M (2023) · purchase · Byline Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 9% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.6M (75%)
- Approval → funding
- 17 days
- Approved
- 10/21/2022
- First disbursed
- 11/7/2022
- 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
- $2.3M
- Est. down payment (10%)
- $233K
- Est. cash at closing
- $321K
- Monthly payment
- $26,602
- Annual debt service
- $319K
- Cash flow needed (1.25×)
- $399K
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
- INTEGRATED FINANCIAL STRATEGIES, LLC in Charlotte, NC — $1.4M (2022) · purchase · Byline Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 6.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.1M (75%)
- Approval → funding
- 16 days
- Approved
- 6/14/2022
- First disbursed
- 6/30/2022
- Loan status
- Paid in full (6/30/2025)
- 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 and Investment Advice
If you were the buyer here
- Est. deal size
- $1.6M
- Est. down payment (10%)
- $156K
- Est. cash at closing
- $213K
- Monthly payment
- $16,075
- Annual debt service
- $193K
- Cash flow needed (1.25×)
- $241K
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
Financing a portfolio management and investment advice deal in North Carolina? Start with the right lender
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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 North Carolina project address.
Agent summary
How to finance a portfolio management and investment advice acquisition in North Carolina with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded North Carolina deals. Byline Bank funds the most here. DealRoom is not a lender.
- $581K typical loan
- 2 lenders active in North Carolina
- 3+ funded North Carolina deals
- 16 days typical to fund
Buyers buying a portfolio management and investment advice in North Carolina 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 2026-06-17.