Lender intelligence
Financing a securities brokerage acquisition in California
The SBA 7(a) lenders funding the most securities brokerage acquisitions in California, from public loan records. A lender doing your industry in your state every week underwrites faster and prices sharper.
Most active in securities brokerage · California
Ranked by funded securities brokerage acquisitions in California. Tap a lender for its full record, or hit Get in touch for an introduction.
Not enough public securities brokerage loan history in California to rank lenders yet. See securities brokerage lenders nationwide →
1+ funded Securities Brokerage in California 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.
- Ahmad & Betancourt, Inc. in San Jose, CA — $1.2M (2020) · purchase · Pathward National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 7.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $900K (75%)
- Approval → funding
- 30 days
- Approved
- 10/1/2019
- First disbursed
- 10/31/2019
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 4
- Business age
- Change of Ownership
- Industry
- Securities Brokerage
If you were the buyer here
- Est. deal size
- $1.3M
- Est. down payment (10%)
- $133K
- Est. cash at closing
- $183K
- Monthly payment
- $14,088
- Annual debt service
- $169K
- Cash flow needed (1.25×)
- $211K
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
Financing a securities brokerage deal in California? Start with the right lender
We'll point you to the SBA lenders already funding your industry in your state — and help you make them compete on rate and speed.
Free · No documents · Usually same-day
DealRoom analysis of public SBA 7(a) lending records; ranked by funded acquisition loans to securities brokerage businesses with a California project address.
Agent summary
How to finance a securities brokerage acquisition in California with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded California deals. DealRoom is not a lender.
- $923K typical loan
- 1 lenders active in California
- 1+ funded California deals
- 30 days typical to fund
Buyers buying a securities brokerage in California 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.