SBA lending record
Tri-County Mechanical & Electrical LLC
3139 BOZEMAN AVE, Helena, MT 59601 · Plumbing, Heating, and Air-Conditioning Contractors. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$5.0M
Total SBA financing
2
Loans on record
FY2024
On record
84
Jobs supported
● business — business location is the ZIP-area centroid from the public record
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All 2 loans
$250,000 — FY2024
Loan 1 of 2- Gross approval
- $250,000
- SBA guaranteed
- $125,000 (50%)
- Status
- Committed
- Rate at approval
- 11.25% v
- Term
- 120 mo (10 yr)
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Loan type
- Term loan
- Purpose
- Business purchase
- Approved
- 4/10/2024
- Collateral
- Required
- Jobs supported
- 42
- Business type
- Corporation
- Business age
- Change of Ownership
- Industry
- Plumbing, Heating, and Air-Conditioning Contractors
- NAICS code
- 238220
- Lender
- First Bank of the Lake
- Address
- 3139 BOZEMAN AVE
- City
- Helena, 59601
- County
- Lewis And Clark
- SBA district office
- MONTANA DISTRICT OFFICE
- Congressional district
- 0
$4,750,000 — FY2024
Loan 2 of 2- Gross approval
- $4,750,000
- SBA guaranteed
- $3,562,500 (75%)
- Status
- Current
- Rate at approval
- 11% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Business purchase
- Approved
- 4/11/2024
- First disbursement
- 4/12/2024
- Days to fund
- 1 days
- Collateral
- Required
- Sold on secondary market
- Yes
- Jobs supported
- 42
- Business type
- Corporation
- Business age
- Change of Ownership
- Industry
- Plumbing, Heating, and Air-Conditioning Contractors
- NAICS code
- 238220
- Lender
- First Bank of the Lake
- Address
- 3139 BOZEMAN AVE
- City
- Helena, 59601
- County
- Lewis And Clark
- SBA district office
- MONTANA DISTRICT OFFICE
- Congressional district
- 0
The lender
First Bank of the Lake
2 loans to this businessFull SBA lending record + branches on the lender page →Find SBA lenders for businesses like this
The banks most active funding plumbing, heating, and air-conditioning contractors — by location, industry.
Similar businesses
Comparable plumbing, heating, and air-conditioning contractors in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.
3 Brothers Plumbing and Heating
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- Est. revenue (rough)
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- SBA financing
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- Est. revenue (rough)
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Mr. Rooter
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- SBA financing
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JSO AQUEST HOLDINGS INC
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- $5.0M
- SBA financing
- ≈ $9.8M–$16M
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for Tri-County Mechanical & Electrical LLC in Helena, MT (Plumbing, Heating, and Air-Conditioning Contractors). CapBench compiles public SBA loan data, lender activity, and business signals to help buyers and advisors evaluate acquisition financing — it does not list this business for sale.
- 2 SBA 7(a) loans totaling $5.0M
- On record FY2024
- 84 jobs supported
- Industry: Plumbing, Heating, and Air-Conditioning Contractors
- Location: Helena, MT
- Lender: First Bank of the Lake
Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Plumbing, Heating, and Air-Conditioning Contractors businesses in MT for ~$2.5M deals, then pre-qualify for 7(a) financing before making an offer. CapBench can arrange a lender introduction — free for buyers.
- 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); CapBench lender and franchise enrichment.
- Methodology:
- Sources & methodology
- Informational only — CapBench does not confirm this entity is for sale, eligible for SBA financing, or approved by any lender.
- Figures come from public records and CapBench methodology; verify before relying on them.
- Financing figures are historical loan records, not a current offer or a loan approval. CapBench is not a lender.
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CapBench listing built from public SBA 7(a) lending records. Figures are as reported; verify before relying on them. Not affiliated with Tri-County Mechanical & Electrical LLC.