Lender intelligence
Financing a portfolio management and investment advice acquisition in Wisconsin
The SBA 7(a) lenders funding the most portfolio management and investment advice acquisitions in Wisconsin, 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 · Wisconsin
Ranked by funded portfolio management and investment advice acquisitions in Wisconsin. Tap a lender for its full record, or hit Get in touch for an introduction.
- 1.242 loans · $281M · Chicago, ILFull record →
3+ funded Portfolio Management and Investment Advice in Wisconsin 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.
- Wealth Ridge Planning LLC in Black River Falls, WI — $765K (2024) · purchase · Citizens Community Federal National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 10.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $574K (75%)
- Approval → funding
- 18 days
- Approved
- 12/23/2023
- First disbursed
- 1/10/2024
- 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
- $850K
- Est. down payment (10%)
- $85K
- Est. cash at closing
- $117K
- Monthly payment
- $10,430
- Annual debt service
- $125K
- Cash flow needed (1.25×)
- $156K
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 Citizens Community Federal National Association
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- Noah James Mazur in Eau Claire, WI — $4.6M (2023) · purchase · Citizens Community Federal National Association
- Program
- 7a General
- Rate at approval
- 8.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $3.5M (75%)
- Approval → funding
- 7 days
- Approved
- 4/12/2023
- First disbursed
- 4/19/2023
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Individual
- 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
- $5.1M
- Est. down payment (10%)
- $514K
- Est. cash at closing
- $710K
- Monthly payment
- $57,926
- Annual debt service
- $695K
- Cash flow needed (1.25×)
- $869K
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 Citizens Community Federal National Association
Your business? Claim this record · Request removal
- Dock Financial Solutions in Madison, WI — $1.6M (2022) · purchase · Byline Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 8.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.2M (75%)
- Approval → funding
- 4 days
- Approved
- 9/16/2022
- First disbursed
- 9/20/2022
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Individual
- 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
- $1.8M
- Est. down payment (10%)
- $183K
- Est. cash at closing
- $251K
- Monthly payment
- $20,164
- Annual debt service
- $242K
- Cash flow needed (1.25×)
- $302K
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 Wisconsin project address.
Agent summary
How to finance a portfolio management and investment advice acquisition in Wisconsin with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded Wisconsin deals. Byline Bank funds the most here. DealRoom is not a lender.
- $581K typical loan
- 2 lenders active in Wisconsin
- 3+ funded Wisconsin deals
- 7 days typical to fund
Buyers buying a portfolio management and investment advice in Wisconsin 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.