Lender intelligence
Financing a portfolio management acquisition in Florida
The SBA 7(a) lenders funding the most portfolio management acquisitions in Florida, from public loan records. A lender doing your industry in your state every week underwrites faster and prices sharper.
Most active in portfolio management · Florida
Ranked by funded portfolio management acquisitions in Florida. Tap a lender for its full record, or hit Get in touch for an introduction.
Not enough public portfolio management loan history in Florida to rank lenders yet. See portfolio management lenders nationwide →
2+ funded Portfolio Management in Florida 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.
- Philip James Wealth Management, LLC dba PGI Wealth Management in Coral Gables, FL — $1.9M (2021) · purchase · The Bancorp Bank National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 6% fixed
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.7M (90%)
- Approval → funding
- 24 days
- Approved
- 2/2/2021
- First disbursed
- 2/26/2021
- Loan status
- Paid in full (5/31/2024)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 1
- 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
- $21,299
- Annual debt service
- $256K
- Cash flow needed (1.25×)
- $319K
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 The Bancorp Bank National Association · Lender record →
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- Victory Independent Planning, LLC in Marco Island, FL — $1.1M (2020) · purchase · Pathward National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 5.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $788K (75%)
- Approval → funding
- 34 days
- Approved
- 5/27/2020
- First disbursed
- 6/30/2020
- Loan status
- Paid in full (7/31/2022)
- Loan type
- Term loan
- Collateral
- Not required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Business age
- Change of Ownership
- Industry
- Portfolio Management
If you were the buyer here
- Est. deal size
- $1.2M
- Est. down payment (10%)
- $117K
- Est. cash at closing
- $160K
- Monthly payment
- $11,266
- Annual debt service
- $135K
- Cash flow needed (1.25×)
- $169K
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 →
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 businesses with a Florida project address.
Agent summary
How to finance a portfolio management acquisition in Florida with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded Florida deals. DealRoom is not a lender.
- $671K typical loan
- 2 lenders active in Florida
- 2+ funded Florida deals
- 34 days typical to fund
Buyers buying a portfolio management in Florida 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:
- Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.