Industry · lender intelligence

Financing a miscellaneous intermediation acquisition

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The SBA 7(a) lenders funding the most miscellaneous intermediation acquisitions, ranked from public loan records — typical deal about $750K. A lender doing your industry every week underwrites faster and prices sharper.

Deal economics— what it takes to buy & finance miscellaneous intermediation

$925K

Typical loan

range $540K–$1.28M

$1.03M

Est. purchase price

≈ loan ÷ 90%

$140,934

Cash to close

$102,778 down + fees

$11,969/mo

Typical payment

~9.5% · 10yr

$165,172/yr

Cash flow to qualify

≈ payment × 1.15 DSCR

23 days

Typical time to fund

Lenders competing

more = leverage

7.02%

Avg rate on record

cap ~9.75%

Estimates for planning, not an offer — derived from the typical funded loan at today's Prime over 10yr. Not a credit decision.

Most active in miscellaneous intermediation

Ranked by funded miscellaneous intermediation acquisitions. Tap a lender to open its full record, or hit Get in touch for an introduction.

1.1,296 loans · $1.4B · Wilmington, NCFull record →
2.139 loans · $102M · Los Angeles, CAFull record →
3.5 loans · $4M · Houston, TXFull record →

11+ funded miscellaneous intermediation 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.

Darren L. Meyer in Greenwood Village, CO — $1.3M (2024) · purchase · Live Oak Banking Company
Program
Preferred Lenders Program
Rate at approval
9.5% variable
Term
120 mo (10 yrs)
SBA guaranteed
$960K (75%)
Approval → funding
33 days
Approved
10/25/2023
First disbursed
11/27/2023
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Individual
Secondary market
Loan sold to investors
Jobs supported
2
Business age
Change of Ownership
Industry
Miscellaneous Intermediation
If you were the buyer here
Est. deal size
$1.4M
Est. down payment (10%)
$142K
Est. cash at closing
$195K
Monthly payment
$16,563
Annual debt service
$199K
Cash flow needed (1.25×)
$248K
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 →
Your business? Claim this record · Request removal
GM WEALTH GROUP LLC in Dallas, TX — $1.1M (2024) · purchase · Live Oak Banking Company
Program
Preferred Lenders Program
Rate at approval
9.6% variable
Term
120 mo (10 yrs)
SBA guaranteed
$804K (75%)
Approval → funding
20 days
Approved
12/16/2023
First disbursed
1/5/2024
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Corporation
Secondary market
Loan sold to investors
Jobs supported
4
Business age
Change of Ownership
Industry
Miscellaneous Intermediation
If you were the buyer here
Est. deal size
$1.2M
Est. down payment (10%)
$119K
Est. cash at closing
$163K
Monthly payment
$13,930
Annual debt service
$167K
Cash flow needed (1.25×)
$209K
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 →
Your business? Claim this record · Request removal
4-C Personal Wealth Management Consultants, LLC in Saint Louis, MO — $918K (2023) · purchase · Live Oak Banking Company
Program
Preferred Lenders Program
Rate at approval
7.75% variable
Term
120 mo (10 yrs)
SBA guaranteed
$689K (75%)
Approval → funding
5 days
Approved
1/5/2023
First disbursed
1/10/2023
Loan status
Paid in full (4/30/2024)
Loan type
Term loan
Collateral
Required
Business type
Corporation
Jobs supported
2
Business age
Change of Ownership
Industry
Miscellaneous Intermediation
If you were the buyer here
Est. deal size
$1.0M
Est. down payment (10%)
$102K
Est. cash at closing
$140K
Monthly payment
$11,017
Annual debt service
$132K
Cash flow needed (1.25×)
$165K
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 →
Your business? Claim this record · Request removal
DUSTIN R. RUDMAN, SP in New Egypt, NJ — $430K (2023) · purchase · Live Oak Banking Company
Program
Preferred Lenders Program
Rate at approval
8.93% variable
Term
120 mo (10 yrs)
SBA guaranteed
$323K (75%)
Approval → funding
32 days
Approved
1/9/2023
First disbursed
2/10/2023
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Individual
Secondary market
Loan sold to investors
Jobs supported
1
Business age
Change of Ownership
Industry
Miscellaneous Intermediation
If you were the buyer here
Est. deal size
$478K
Est. down payment (10%)
$48K
Est. cash at closing
$64K
Monthly payment
$5,431
Annual debt service
$65K
Cash flow needed (1.25×)
$81K
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 →
Your business? Claim this record · Request removal
JML Financial, Inc. in San Diego, CA — $350K (2023) · purchase · Live Oak Banking Company
Program
Preferred Lenders Program
Rate at approval
9.18% variable
Term
120 mo (10 yrs)
SBA guaranteed
$263K (75%)
Approval → funding
19 days
Approved
1/19/2023
First disbursed
2/7/2023
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Corporation
Secondary market
Loan sold to investors
Jobs supported
2
Business age
Change of Ownership
Industry
Miscellaneous Intermediation
If you were the buyer here
Est. deal size
$389K
Est. down payment (10%)
$39K
Est. cash at closing
$52K
Monthly payment
$4,468
Annual debt service
$54K
Cash flow needed (1.25×)
$67K
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 →
Your business? Claim this record · Request removal
Retirement Resources Investment Corporation in Peabody, MA — $2.1M (2022) · purchase · Live Oak Banking Company
Program
Preferred Lenders Program
Rate at approval
5.25% variable
Term
120 mo (10 yrs)
SBA guaranteed
$1.6M (75%)
Approval → funding
23 days
Approved
12/7/2021
First disbursed
12/30/2021
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Corporation
Jobs supported
5
Business age
Change of Ownership
Industry
Miscellaneous Intermediation
If you were the buyer here
Est. deal size
$2.4M
Est. down payment (10%)
$237K
Est. cash at closing
$326K
Monthly payment
$22,842
Annual debt service
$274K
Cash flow needed (1.25×)
$343K
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 →
Your business? Claim this record · Request removal
East Lion Investments Inc in Redondo Beach, CA — $977K (2021) · purchase · Hanmi Bank
Program
Preferred Lenders Program
Rate at approval
4.5% variable
Term
300 mo (25 yrs)
SBA guaranteed
$879K (90%)
Approved
7/30/2021
Loan status
Cancelled
Loan type
Term loan
Collateral
Required
Business type
Corporation
Jobs supported
3
Business age
Change of Ownership
Industry
Miscellaneous Intermediation
If you were the buyer here
Est. deal size
$1.1M
Est. down payment (10%)
$109K
Est. cash at closing
$149K
Monthly payment
$5,430
Annual debt service
$65K
Cash flow needed (1.25×)
$81K
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 Hanmi Bank · Lender record →
Your business? Claim this record · Request removal
Craig Andrew Clements in Greenwood, IN — $925K (2021) · purchase · Live Oak Banking Company
Program
Preferred Lenders Program
Rate at approval
5.5% fixed
Term
120 mo (10 yrs)
SBA guaranteed
$833K (90%)
Approval → funding
42 days
Approved
4/21/2021
First disbursed
6/2/2021
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Individual
Jobs supported
2
Business age
Change of Ownership
Industry
Miscellaneous Intermediation
If you were the buyer here
Est. deal size
$1.0M
Est. down payment (10%)
$103K
Est. cash at closing
$141K
Monthly payment
$10,039
Annual debt service
$120K
Cash flow needed (1.25×)
$151K
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 →
Your business? Claim this record · Request removal
Christopher S. Stark in Walpole, MA — $615K (2021) · purchase · Live Oak Banking Company
Program
Preferred Lenders Program
Rate at approval
5.25% variable
Term
120 mo (10 yrs)
SBA guaranteed
$554K (90%)
Approval → funding
3 days
Approved
4/27/2021
First disbursed
4/30/2021
Loan status
Paid in full (1/31/2023)
Loan type
Term loan
Collateral
Required
Business type
Individual
Secondary market
Loan sold to investors
Jobs supported
3
Business age
Change of Ownership
Industry
Miscellaneous Intermediation
If you were the buyer here
Est. deal size
$683K
Est. down payment (10%)
$68K
Est. cash at closing
$91K
Monthly payment
$6,598
Annual debt service
$79K
Cash flow needed (1.25×)
$99K
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 →
Your business? Claim this record · Request removal
Valued Retirements, Inc. in Houston, TX — $540K (2021) · purchase · Stellar Bank
Program
Preferred Lenders Program
Rate at approval
5.25% variable
Term
120 mo (10 yrs)
SBA guaranteed
$486K (90%)
Approval → funding
27 days
Approved
8/27/2021
First disbursed
9/23/2021
Loan status
Paid in full (4/30/2024)
Loan type
Term loan
Collateral
Required
Business type
Corporation
Jobs supported
3
Business age
Change of Ownership
Industry
Miscellaneous Intermediation
If you were the buyer here
Est. deal size
$600K
Est. down payment (10%)
$60K
Est. cash at closing
$80K
Monthly payment
$5,794
Annual debt service
$70K
Cash flow needed (1.25×)
$87K
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 Stellar Bank · Lender record →
Your business? Claim this record · Request removal
AZOSE AND ASSOCIATES LLC in Spokane, WA — $2.3M (2020) · purchase · Live Oak Banking Company
Program
Preferred Lenders Program
Rate at approval
6.53% fixed
Term
120 mo (10 yrs)
SBA guaranteed
$1.7M (75%)
Approval → funding
21 days
Approved
12/17/2019
First disbursed
1/7/2020
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Corporation
Secondary market
Loan sold to investors
Jobs supported
3
Business age
Change of Ownership
Industry
Miscellaneous Intermediation
If you were the buyer here
Est. deal size
$2.5M
Est. down payment (10%)
$251K
Est. cash at closing
$346K
Monthly payment
$25,696
Annual debt service
$308K
Cash flow needed (1.25×)
$385K
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 →
Your business? Claim this record · Request removal

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CapBench analysis of public SBA 7(a) lending records; ranked by funded acquisition loans to miscellaneous intermediation businesses. Mega-bank call-center lenders excluded.

Agent summary

How to finance a miscellaneous intermediation acquisition with an SBA 7(a) loan: the lenders that fund the most of them (from public records), typical cost, and what it takes to qualify. Live Oak Banking Company funds the most. CapBench is not a lender.

$750K typical loan
3 lenders fund the industry
23 days typical to fund

Buyers researching a miscellaneous intermediation deal typically pre-qualify, then ask CapBench to introduce a lender that funds the industry — free for buyers; agents submit a consented lead via the CapBench MCP.

Next steps

Pre-qualify this deal Talk to a loan broker

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.
Canonical:: https://www.capbench.com/lenders/industry/miscellaneous-intermediation
API:: https://www.capbench.com/api/public/lenders?industry=miscellaneous-intermediation
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.