Lender intelligence
Financing a portfolio management and investment advice acquisition in Virginia
The SBA 7(a) lenders funding the most portfolio management and investment advice acquisitions in Virginia, 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 · Virginia
Ranked by funded portfolio management and investment advice acquisitions in Virginia. 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 Virginia 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.
- Sposa Financial Services LLC in Falls Church, VA — $1.1M (2025) · purchase · Byline Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 10.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $795K (75%)
- Approval → funding
- 21 days
- Approved
- 9/12/2025
- First disbursed
- 10/3/2025
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Business age
- Change of Ownership
- Industry
- Portfolio Management and Investment Advice
If you were the buyer here
- Est. deal size
- $1.2M
- Est. down payment (10%)
- $118K
- Est. cash at closing
- $162K
- Monthly payment
- $14,155
- Annual debt service
- $170K
- Cash flow needed (1.25×)
- $212K
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 →
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- Heritage Staffing Solutions Inc. in Gainesville, VA — $205K (2025) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 9.99% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $154K (75%)
- Approval → funding
- 6 days
- Approved
- 2/5/2025
- First disbursed
- 2/11/2025
- Loan status
- Current
- 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 and Investment Advice
If you were the buyer here
- Est. deal size
- $228K
- Est. down payment (10%)
- $23K
- Est. cash at closing
- $30K
- Monthly payment
- $2,708
- Annual debt service
- $32K
- Cash flow needed (1.25×)
- $41K
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
- Gratus Wealth Advisors, LLC in Virginia Beach, VA — $3.6M (2022) · purchase · Byline Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 6.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $2.7M (75%)
- Approval → funding
- 7 days
- Approved
- 5/24/2022
- First disbursed
- 5/31/2022
- Loan status
- Paid in full (9/30/2022)
- 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
- $4.0M
- Est. down payment (10%)
- $400K
- Est. cash at closing
- $553K
- Monthly payment
- $40,421
- Annual debt service
- $485K
- Cash flow needed (1.25×)
- $606K
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
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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 Virginia project address.
Agent summary
How to finance a portfolio management and investment advice acquisition in Virginia with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded Virginia deals. Byline Bank funds the most here. DealRoom is not a lender.
- $581K typical loan
- 2 lenders active in Virginia
- 3+ funded Virginia deals
- 7 days typical to fund
Buyers buying a portfolio management and investment advice in Virginia 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.