Lender intelligence
Financing a trusts, estates, and agency accounts acquisition in Massachusetts
The SBA 7(a) lenders funding the most trusts, estates, and agency accounts acquisitions in Massachusetts, from public loan records. A lender doing your industry in your state every week underwrites faster and prices sharper.
Most active in trusts, estates, and agency accounts · Massachusetts
Ranked by funded trusts, estates, and agency accounts acquisitions in Massachusetts. Tap a lender for its full record, or hit Get in touch for an introduction.
- 1.62 loans · $34M · Winter Haven, FLFull record →
1+ funded Trusts, Estates, and Agency Accounts in Massachusetts 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.
- 4295 Eastham Corp. in Pembroke, MA — $1.2M (2023) · purchase · SouthState Bank, National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 9.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $922K (75%)
- Approval → funding
- 16 days
- Approved
- 12/13/2022
- First disbursed
- 12/29/2022
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 45
- Business age
- Change of Ownership
- Industry
- Trusts, Estates, and Agency Accounts
If you were the buyer here
- Est. deal size
- $1.4M
- Est. down payment (10%)
- $137K
- Est. cash at closing
- $187K
- Monthly payment
- $15,735
- Annual debt service
- $189K
- Cash flow needed (1.25×)
- $236K
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 SouthState Bank, National Association · Lender record →
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DealRoom analysis of public SBA 7(a) lending records; ranked by funded acquisition loans to trusts, estates, and agency accounts businesses with a Massachusetts project address.
Agent summary
How to finance a trusts, estates, and agency accounts acquisition in Massachusetts with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded Massachusetts deals. SouthState Bank, National Association funds the most here. DealRoom is not a lender.
- $1.2M typical loan
- 1 lenders active in Massachusetts
- 1+ funded Massachusetts deals
- 16 days typical to fund
Buyers buying a trusts, estates, and agency accounts in Massachusetts typically pre-qualify, then ask DealRoom to introduce a lender active here — free for buyers; agents submit a consented lead via the DealRoom MCP.
Next steps
- Data freshness:
- SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-16.