SBA 7(a) Data Analysis

SBA 7(a) Data Analysis

Financial Services Industry

Everything you would want to know about the recent  SBA reported data about the financial industry lending niche.

  • Loan Data & Statistics
  • Top Lenders to Advisors
  • Lender Market Share
  • Live Oak Bank vs Byline Bank
  • Default Data on Advisors

SBA lending has played a critical role in external financing for advisor acquisitions.

Financial & Investment Advisors have received more than $1 billion in SBA backed loans since 2010 from  250+ lenders.

AdvisorLoans analyzed SBA data and lender market share, crunched the numbers, and developed this report for advisors and firms.

We hope this analysis enables advisors and firms to better understand the impact of SBA lending on the industry, and make more informed decisions about SBA lenders.

Some of the interesting findings in this analysis include:

SBA Loans

  • 2,274 loans funded from 1/1/10 to 8/31/18 for over $1 billion
  • 780 loans funded in the last 2 years for $425 million
  • 199 loans funded in 2018 YTD to 8/31 for $115 million
  • Advisors had an average SBA loan size in 2018 of $580,481
  • Advisors in 5 states had more than 1/3 of the SBA loan volume
  • Since 2010, advisors pay off SBA loans early 27% of the time
  • So far in 2018, there have been 40 loans at or above $1MM
  • Since 2010, only 46% of loans were for more than $250,000

SBA Lenders

  • More than 250 SBA lenders provided loans since 2010, 144 lenders in the last 2 years, and 72 lenders so far in 2018
  • In 2018, only 2 lenders have provided more than one $1MM+ loan
  • Over the last 2 years, 60% of lenders have only provided 1 loan to an advisor, with 85% providing 5 loans or less
  • 70% of all SBA dollars lended to advisors come from just 2 lenders in 2018
  • 9 lenders have provided more than 10 loans to advisors over the last 2 years, and only 2 lenders are over 10 loans in 2018

AdvisorLoans Insights

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