Lender intelligence
Financing a securities brokerage acquisition in Oklahoma
The SBA 7(a) lenders funding the most securities brokerage acquisitions in Oklahoma, from public loan records. A lender doing your industry in your state every week underwrites faster and prices sharper.
Most active in securities brokerage · Oklahoma
Ranked by funded securities brokerage acquisitions in Oklahoma. Tap a lender for its full record, or hit Get in touch for an introduction.
- 1.1,296 loans · $1.4B · Wilmington, NCFull record →
1+ funded Securities Brokerage in Oklahoma 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.
- Jason Dwight Grant in Norman, OK — $204K (2021) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 5.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $184K (90%)
- Approval → funding
- 11 days
- Approved
- 3/12/2021
- First disbursed
- 3/23/2021
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Individual
- Secondary market
- Loan sold to investors
- Jobs supported
- 5
- Business age
- Change of Ownership
- Industry
- Securities Brokerage
If you were the buyer here
- Est. deal size
- $227K
- Est. down payment (10%)
- $23K
- Est. cash at closing
- $30K
- Monthly payment
- $2,239
- Annual debt service
- $27K
- Cash flow needed (1.25×)
- $34K
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 Live Oak Banking Company · 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 Oklahoma project address.
Agent summary
How to finance a securities brokerage acquisition in Oklahoma with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded Oklahoma deals. Live Oak Banking Company funds the most here. DealRoom is not a lender.
- $923K typical loan
- 1 lenders active in Oklahoma
- 1+ funded Oklahoma deals
- 11 days typical to fund
Buyers buying a securities brokerage in Oklahoma 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: