Lender intelligence
Financing a portfolio management and investment advice acquisition in Washington
The SBA 7(a) lenders funding the most portfolio management and investment advice acquisitions in Washington, 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 · Washington
Ranked by funded portfolio management and investment advice acquisitions in Washington. 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 →
4+ funded Portfolio Management and Investment Advice in Washington 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.
- SGEA, LLC in Issaquah, WA — $1.4M (2026) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 8% variable
- Term
- 119 months
- SBA guaranteed
- $1.0M (75%)
- Approval → funding
- 24 days
- Approved
- 11/24/2025
- First disbursed
- 12/18/2025
- 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
- $1.5M
- Est. down payment (10%)
- $154K
- Est. cash at closing
- $211K
- Monthly payment
- $16,860
- Annual debt service
- $202K
- Cash flow needed (1.25×)
- $253K
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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- BALOGH LLC in Lynden, WA — $440K (2026) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 8.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $330K (75%)
- Approval → funding
- 29 days
- Approved
- 12/4/2025
- First disbursed
- 1/2/2026
- 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
- $489K
- Est. down payment (10%)
- $49K
- Est. cash at closing
- $65K
- Monthly payment
- $5,455
- Annual debt service
- $65K
- Cash flow needed (1.25×)
- $82K
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
- Transformational Advisory Group LLC in Seattle, WA — $2.9M (2024) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 9.21% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $2.2M (75%)
- Approval → funding
- 77 days
- Approved
- 10/19/2023
- First disbursed
- 1/4/2024
- Loan status
- Paid in full (10/31/2024)
- 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
- $3.2M
- Est. down payment (10%)
- $321K
- Est. cash at closing
- $442K
- Monthly payment
- $36,875
- Annual debt service
- $442K
- Cash flow needed (1.25×)
- $553K
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
- Douglas William Kenoyer in Arlington, WA — $506K (2022) · purchase · Byline Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 5.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $380K (75%)
- Approval → funding
- 4 days
- Approved
- 3/7/2022
- First disbursed
- 3/11/2022
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Individual
- 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
- $562K
- Est. down payment (10%)
- $56K
- Est. cash at closing
- $75K
- Monthly payment
- $5,554
- Annual debt service
- $67K
- Cash flow needed (1.25×)
- $83K
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 Washington project address.
Agent summary
How to finance a portfolio management and investment advice acquisition in Washington with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded Washington deals. Live Oak Banking Company funds the most here. DealRoom is not a lender.
- $581K typical loan
- 2 lenders active in Washington
- 4+ funded Washington deals
- 29 days typical to fund
Buyers buying a portfolio management and investment advice in Washington 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.