Skip to main content
← Find a lenderClaim this listing

Lender record

Beacon Bank and Trust

The real lending record — every figure below is drawn from public SBA 7(a) loan records (FY2020–present): the loans Beacon Bank and Trust funded, the businesses, the branches, and its FDIC profile. HQ: 2 Harvard St, Brookline, MA. 150 branches.

Beacon Bank and Trust banner

1,562

Recent deals (FY20+)

$640K

Typical deal

21 days

Approval → funding

0.7%

Failure rate (FY20–23)

Where Beacon Bank and Trust lends

Deals Beacon Bank and Trust funded — list all 500 as text

Deal profile

Most Beacon Bank and Trust deals land between $200K and $1.4M — that range covers half of everything they fund. Top industries and states:

Industries they fund most

  1. 1.Full-Service Restaurants (122)
  2. 2.Limited-Service Restaurants (70)
  3. 3.Landscaping Services (69)
  4. 4.All Other Specialty Trade Contractors (33)
  5. 5.Fitness and Recreational Sports Centers (33)
  6. 6.Child Care Services (30)
  7. 7.Plumbing, Heating, and Air-Conditioning Contractors (29)
  8. 8.Offices of Lawyers (22)

Most active states

  1. 1.Massachusetts (230 deals)
  2. 2.Pennsylvania (221 deals)
  3. 3.Florida (166 deals)
  4. 4.New Jersey (138 deals)
  5. 5.New York (127 deals)
  6. 6.Rhode Island (126 deals)
  7. 7.Connecticut (88 deals)
  8. 8.Texas (52 deals)
  9. 9.Maryland (39 deals)
  10. 10.Colorado (36 deals)

Franchises they finance most

Spenga

7 deals

The Great Greek Mediterranean Grill

5 deals

Kiddie Academy

5 deals

Smash My Trash

5 deals

FASTSIGNS

4 deals

Can Beacon Bank and Trust fund you? The bank behind the loans

Total assets

$22.2B

▲ 0.1% vs prior quarter

Deposits on hand

$18.6B

▲ 1.1% vs prior quarter

Loans outstanding

$17.6B

▼ 0.5% vs prior quarter

Net income (latest qtr)

$118.5M

  • •An active SBA program (~0.9% of the book in this year's production) — they know the process, but SBA isn't the main event. Ask who runs their SBA desk before committing your timeline. That makes Beacon Bank and Trust more SBA-focused than 77% of the banks on our record.
  • •Deposits grew last quarter — more raw lending capacity than the quarter before.
  • •Return on assets of 1.05% — above the ~1% mark generally considered strong for a bank. How any of this translates to your rate is a question for the loan officer — pricing is set deal by deal.

FDIC call-report data, quarter ending 06/2026.

Recent deals

  • Myers Trading Company, LLC in Washington, NC — $5.0M (2026) · purchase · Motorcycle, ATV, and All Other Motor Vehicle Dealers
  • M.J.S. Concrete, Inc. in Oviedo, FL — $5.0M (2026) · purchase · Poured Concrete Foundation and Structure Contractors
  • Sabtej Holdings LLC in San Antonio, TX — $5.0M (2026) · purchase · Full-Service Restaurants
  • WCT Behavioral Health & Medication Management PLLC in Middlebury, CT — $4.7M (2026) · purchase · Offices of Physicians, Mental Health Specialists
  • 2V5 CAPITAL LLC in Baton Rouge, LA — $4.6M (2026) · purchase · Industrial Supplies Merchant Wholesalers
  • Fairfield County Millwork, Inc. in Bethany, CT — $4.3M (2026) · purchase · All Other Specialty Trade Contractors
  • EVEREST METALS INDUSTRIES, INC. in Wilmington, MA — $4.2M (2026) · purchase · Metal Service Centers and Other Metal Merchant Wholesalers
  • Legacy Lane Holdings, LLC in Laurel, DE — $4.2M (2026) · purchase · Wood Kitchen Cabinet and Countertop Manufacturing
  • TCAB Events in Jeannette, PA — $4.2M (2026) · Food Service Contractors
  • MOTEL OF ALBANY INC. in Albany, NY — $4.2M (2026) · purchase · Hotels (except Casino Hotels) and Motels

Hover or tap a deal for terms: program, rate, SBA guarantee, days to fund.

One of these businesses yours? Claim your listing or request removal.

Failed deals

7 of Beacon Bank and Trust's loans on record were charged off — the lender gave up collecting, which usually means the business failed. Each links to its full record.

Work at Beacon Bank and Trust?

Claim this profile free to keep your lending record accurate, route buyer leads to your team, and sponsor your placement in the rankings.

Claim this listing

Businesses Beacon Bank and Trust financed

1,216 businesses on record — the 60 largest by funding. Each links to its full SBA record.

Work at Beacon Bank and Trust?

Claim this profile to keep your record accurate, route buyer leads to your team, or sponsor your placement in the rankings.

Claim this listingRequest removal

CapBench analysis of public lending records, FY2020–present. Not affiliated with Beacon Bank and Trust.

Agent summary

This page summarizes Beacon Bank and Trust's public SBA 7(a) lending record — deal sizes, industries, geography, and FDIC profile — from CapBench SBA Intelligence. CapBench is not a lender and does not originate or approve loans.

  • 1,562 SBA 7(a) loans on record
  • $640K typical deal
  • 459 business-acquisition loans
  • HQ: 2 Harvard St, Brookline, MA
  • FDIC total assets $22.2B

Next steps

Request an introRank lendersPre-qualify a deal
Data freshness:
SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-10-13.
Sources:
Public SBA 7(a) loan records; FDIC institution data (BankFind); CapBench lender and franchise enrichment.
Canonical:
https://www.capbench.com/lenders/beacon-bank-and-trust
API:
https://www.capbench.com/api/public/lenders/beacon-bank-and-trust
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.
  • Lender matches are informational and based on public lending activity — they do not guarantee lender interest or approval.

Find the bank most likely to fund your deal

Beacon Bank and Trust is one of 1,000+ SBA lenders on record — and they all have different appetites. Tell us your deal size, industry, and location, and we'll point you to the banks that fund deals like yours.

Free · No documents · Usually same-day

Backed by data on 1,000+ SBA lenders and 300,000+ funded deals. Your details go only to lending partners you ask to be matched with — never sold to advertisers.

Use this lender data in ChatGPT

Ask ChatGPT to compare this lender against your buyer profile, target deal, industry, geography, and SBA funding history.

ChatGPT will ask you to connect Capbench if you have not already approved it.

Open in ChatGPT
Scroll