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Lender record

Milestone Bank

The real lending record — every figure from funded deals. HQ: 310 South Main St., Suite 900, Salt Lake City, UT. 1 branch.

128

Recent deals (FY20+)

$1.0M

Typical deal

18 days

Approval → funding

0%

Failure rate (FY20–23)

Where Milestone Bank lends

Deals Milestone Bank funded — list all 127 as text

Deal profile

Most Milestone Bank deals land between $525K and $2.4M — that range covers half of everything they fund. Top industries and states:

Industries they fund most

  1. 1.Limited-Service Restaurants (15)
  2. 2.Full-Service Restaurants (12)
  3. 3.Snack and Nonalcoholic Beverage Bars (10)
  4. 4.Child Care Services (5)
  5. 5.All Other Amusement and Recreation Industries (4)
  6. 6.Fitness and Recreational Sports Centers (4)
  7. 7.Assisted Living Facilities for the Elderly (3)
  8. 8.Plumbing, Heating, and Air-Conditioning Contractors (3)

Most active states

  1. 1.Florida (24 deals)
  2. 2.Texas (23 deals)
  3. 3.Colorado (12 deals)
  4. 4.South Carolina (11 deals)
  5. 5.Michigan (6 deals)
  6. 6.Nevada (6 deals)
  7. 7.California (5 deals)
  8. 8.Georgia (4 deals)
  9. 9.Massachusetts (4 deals)
  10. 10.Virginia (3 deals)

Franchises they finance most

Smoothie King

4 deals

Big Air ; Big Air Trampoline Park

3 deals

Bonchon

3 deals

Freddy's Frozen Custard & Steakburgers

2 deals

Victory Lane Quick Oil Change

2 deals

Can Milestone Bank fund you? The bank behind the loans

Total assets

$360.5M

▼ 3.8% vs prior quarter

Deposits on hand

$299.3M

▼ 4.6% vs prior quarter

Loans outstanding

$298.6M

▼ 8.9% vs prior quarter

Net income (latest qtr)

$441K

  • •SBA is this bank's core business — this year's SBA production alone equals ~28.3% of its entire loan book. Expect a dedicated SBA desk, packaging help, and underwriters who do this all day. That makes Milestone Bank more SBA-focused than 99% of the banks on our record.
  • •Deposits shrank last quarter — worth asking early how much new-loan appetite they have right now.
  • •Return on assets of 0.48% — well under 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 03/2026.

Walk into a Milestone Bank branch (1)

Milestone BankMain office310 South Main St., Suite 900Salt Lake City, UT 84101 · since 2006

Branch data: FDIC BankFind.

Recent deals

  • Hara School LLC in San Jose, CA — $5.0M (2026) · Child Care Services
  • NexPro Trucks & Equipment Corp in Miami Lakes, FL — $5.0M (2026) · All Other Professional, Scientific, and Technical Services
  • Next Round Holdings Corp. in North Charleston, SC — $5.0M (2026) · All Other Amusement and Recreation Industries
  • BER Global Corp in Dallas, TX — $4.2M (2026) · Wholesale Trade Agents and Brokers
  • Midwest Eldercare LLC in Mundelein, IL — $3.6M (2026) · Assisted Living Facilities for the Elderly
  • DEKM Holdings Inc in Oxford, FL — $3.5M (2026) · Wineries
  • Rami OC LLC in Leakey, TX — $3.2M (2026) · Gasoline Stations with Convenience Stores
  • Skylight Park, LLC in Alexandria, VA — $2.9M (2026) · All Other Amusement and Recreation Industries
  • Green Onions Entertainment 3 LLC in Louisville, KY — $2.8M (2026) · Limited-Service Restaurants
  • Goldie Anderson LLC in Anderson, SC — $2.7M (2026) · purchase · All Other Amusement and Recreation Industries

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

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Businesses Milestone Bank financed

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

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CapBench analysis of public lending records, FY2020–present. Not affiliated with Milestone Bank.

Agent summary

This page summarizes Milestone Bank'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.

  • 128 SBA 7(a) loans on record
  • $1.0M typical deal
  • 49 business-acquisition loans
  • HQ: 310 South Main St., Suite 900, Salt Lake City, UT
  • 1 FDIC branch location
  • FDIC total assets $360.5M

Next steps

Request an introRank lendersPre-qualify a deal
Data freshness:
SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-17.
Sources:
Public SBA 7(a) loan records; FDIC institution data (BankFind); CapBench lender and franchise enrichment.
Canonical:
https://www.capbench.com/lenders/milestone-bank
API:
https://www.capbench.com/api/public/lenders/milestone-bank
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.

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