Lender intelligence
Financing a securities brokerage acquisition in Oregon
The SBA 7(a) lenders funding the most securities brokerage acquisitions in Oregon, from public loan records. A lender doing your industry in your state every week underwrites faster and prices sharper.
Deal economics— what it takes to buy & finance securities brokerage in Oregon
$1.49M
Typical loan
range $1.49M–$1.49M
$1.66M
Est. purchase price
≈ loan ÷ 90%
$227,312
Cash to close
$165,556 down + fees
$19,280/mo
Typical payment
~9.5% · 10yr
$266,064/yr
Cash flow to qualify
≈ payment × 1.15 DSCR
43 days
Typical time to fund
1
Lenders competing
more = leverage
7.5%
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 securities brokerage · Oregon
Ranked by funded securities brokerage acquisitions in Oregon. Tap a lender for its full record, or hit Get in touch for an introduction.
- 1.242 loans · $281M · Chicago, ILFull record →
1+ funded Securities Brokerage in Oregon 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.
- Lawry de Freitas Wealth Management, LLC in Tigard, OR — $1.5M (2020) · purchase · Byline Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 7.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.1M (75%)
- Approval → funding
- 43 days
- Approved
- 12/19/2019
- First disbursed
- 1/31/2020
- Loan status
- Paid in full (4/30/2023)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 1
- Business age
- Change of Ownership
- Industry
- Securities Brokerage
If you were the buyer here
- Est. deal size
- $1.7M
- Est. down payment (10%)
- $166K
- Est. cash at closing
- $227K
- Monthly payment
- $17,687
- Annual debt service
- $212K
- Cash flow needed (1.25×)
- $265K
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 Byline Bank · Lender record →
Your business? Claim this record · Request removal
Financing a securities brokerage deal in Oregon? Start with the right lender
We'll point you to the SBA lenders already funding your industry in your state — and help you make them compete on rate and speed.
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.
CapBench analysis of public SBA 7(a) lending records; ranked by funded acquisition loans to securities brokerage businesses with a Oregon project address.
Agent summary
How to finance a securities brokerage acquisition in Oregon with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded Oregon deals. Byline Bank funds the most here. CapBench is not a lender.
- $923K typical loan
- 1 lenders active in Oregon
- 1+ funded Oregon deals
- 43 days typical to fund
Buyers buying a securities brokerage in Oregon typically pre-qualify, then ask CapBench to introduce a lender active here — free for buyers; agents submit a consented lead via the CapBench MCP.
- Data freshness:
- SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-08-02.
- 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.