Lender intelligence
Financing a portfolio management acquisition in Connecticut
The SBA 7(a) lenders funding the most portfolio management acquisitions in Connecticut, from public loan records. A lender doing your industry in your state every week underwrites faster and prices sharper.
Most active in portfolio management · Connecticut
Ranked by funded portfolio management acquisitions in Connecticut. Tap a lender for its full record, or hit Get in touch for an introduction.
- 1.138 loans · $276M · Sioux Falls, SDFull record →
1+ funded Portfolio Management in Connecticut 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.
- Shoreline Financial LLC in Branford, CT — $1.9M (2020) · purchase · Pathward National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 6.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.4M (75%)
- Approval → funding
- 36 days
- Approved
- 12/26/2019
- First disbursed
- 1/31/2020
- Loan status
- Paid in full (4/30/2022)
- Loan type
- Term loan
- Collateral
- Not required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 2
- Business age
- Change of Ownership
- Industry
- Portfolio Management
If you were the buyer here
- Est. deal size
- $2.1M
- Est. down payment (10%)
- $213K
- Est. cash at closing
- $293K
- Monthly payment
- $21,989
- Annual debt service
- $264K
- Cash flow needed (1.25×)
- $330K
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 Pathward National Association · Lender record →
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DealRoom analysis of public SBA 7(a) lending records; ranked by funded acquisition loans to portfolio management businesses with a Connecticut project address.
Agent summary
How to finance a portfolio management acquisition in Connecticut with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded Connecticut deals. Pathward National Association funds the most here. DealRoom is not a lender.
- $671K typical loan
- 1 lenders active in Connecticut
- 1+ funded Connecticut deals
- 36 days typical to fund
Buyers buying a portfolio management in Connecticut typically pre-qualify, then ask DealRoom to introduce a lender active here — free for buyers; agents submit a consented lead via the DealRoom MCP.
- Data freshness:
- SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-16.
- Sources: