How Much Can Investment Banking and Securities Intermediation Businesses Get in SBA Loans?
33 SBA loans totaling $26.5M have been approved for investment banking and securities intermediation businesses (NAICS 523150). The average approved SBA loan is $804K, which is 136% above avg the $340K national average. 23 active lenders fund this industry.
NAICS 523150 (Investment Banking and Securities Intermediation) received 33 SBA loans worth $26.5M across 5+ states. Average loan $804K, average term 139 months.23 active SBA-approved lenders fund this industry. Most investment banking and securities intermediation loans use the SBA 504 program. There are approximately 480,546 U.S. establishments in this industry (Census 2022).
Is SBA Lending Growing for Investment Banking and Securities Intermediation?-54% decline
Which SBA Program Do Investment Banking and Securities Intermediation Businesses Use Most?
What Is the Best SBA Loan for Investment Banking and Securities Intermediation?
12% of investment banking and securities intermediation loans use this program — ideal for real estate and major equipment purchases
Where Are Investment Banking and Securities Intermediation SBA Loans Most Common?
Top SBA Lenders for Investment Banking and Securities Intermediation
These banks have funded the most SBA loans for investment banking and securities intermediation businesses (NAICS 523150). PeerSense routes deals to lenders with proven appetite in your industry.
| # | Lender | Loans | Volume |
|---|---|---|---|
| 1 | Live Oak Banking Company(NC) | 6 | $4.9M |
| 2 | Byline Bank(IL) | 3 | $4.5M |
| 3 | Capital Bank, National Association(MD) | 3 | $1.0M |
| 4 | First Internet Bank of Indiana(IN) | 2 | $3.2M |
| 5 | Florida Business Development C(FL) | 1 | $1.3M |
Investment Banking and Securities Intermediation Industry Context
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PeerSense places SBA loans for investment banking and securities intermediation businesses nationwide. We match you with the right capital source — no retainers, referral fee at closing.
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How Does SBA Lending Work for Investment Banking and Securities Intermediation Businesses?
Across all SBA loan programs, 33 loans have been approved for businesses classified under NAICS 523150 (Investment Banking and Securities Intermediation), representing $26.5M in total capital deployed. The average approved loan of $804K is 136% above avg the national SBA average of $340K, with typical repayment terms of 139 months.
SBA lending for investment banking and securities intermediation has contracted approximately 54% over recent fiscal years. This shift may reflect changing market conditions, industry consolidation, or tightening credit standards in this sector. However, 23 lenders remain active, maintaining competitive options for qualified borrowers.
The industry sees a balanced mix of SBA programs, with 12% of loans using the 504 program for fixed asset acquisition and the majority using 7(a) for its flexibility across working capital, equipment, and business acquisition uses. SBA 7(a) loans offer up to $5M with terms up to 25 years for real estate.
PeerSense specializes in matching investment banking and securities intermediation business owners with the capital sources most likely to approve their specific deal structure. As an advisory firm (not a lender), we structure your deal across our network of 100+ SBA-approved lenders to find the best terms — our referral fee is established upfront and paid at closing. No retainers.
Frequently Asked Questions — Investment Banking and Securities Intermediation SBA Loans
What is the average SBA loan size for investment banking and securities intermediation businesses?
Which SBA loan program is best for a investment banking and securities intermediation business?
How many lenders fund SBA loans for investment banking and securities intermediation?
What states have the most SBA lending for investment banking and securities intermediation?
How does PeerSense help investment banking and securities intermediation businesses get SBA loans?
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Data aggregated from SBA loan records (1992–2025). Investment Banking and Securities Intermediation defined by NAICS code 523150. Not financial advice. PeerSense is a capital advisory firm, not a lender. Consult a lending professional before making financial decisions.