Lender intelligence
Financing a securities brokerage acquisition in Colorado
The SBA 7(a) lenders funding the most securities brokerage acquisitions in Colorado, from public loan records. A lender doing your industry in your state every week underwrites faster and prices sharper.
Most active in securities brokerage · Colorado
Ranked by funded securities brokerage acquisitions in Colorado. Tap a lender for its full record, or hit Get in touch for an introduction.
Not enough public securities brokerage loan history in Colorado to rank lenders yet. See securities brokerage lenders nationwide →
1+ funded Securities Brokerage in Colorado 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.
- PRISM Financial Strategies, LLC in Englewood, CO — $975K (2020) · purchase · Byline Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 6% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $731K (75%)
- Approved
- 6/11/2020
- Loan status
- Cancelled
- Loan type
- Term loan
- Collateral
- Not required
- Business type
- Corporation
- Jobs supported
- 2
- Business age
- Change of Ownership
- Industry
- Securities Brokerage
If you were the buyer here
- Est. deal size
- $1.1M
- Est. down payment (10%)
- $108K
- Est. cash at closing
- $149K
- Monthly payment
- $10,824
- Annual debt service
- $130K
- Cash flow needed (1.25×)
- $162K
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 →
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DealRoom analysis of public SBA 7(a) lending records; ranked by funded acquisition loans to securities brokerage businesses with a Colorado project address.
Agent summary
How to finance a securities brokerage acquisition in Colorado with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded Colorado deals. DealRoom is not a lender.
- $923K typical loan
- 1 lenders active in Colorado
- 1+ funded Colorado deals
Buyers buying a securities brokerage in Colorado 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 2026-06-17.
- Sources:
- Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.