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Creative lending to help grow your business.

Whether you’re looking to acquire assets, recruit new talent, buy out a partner or simply consolidate debt, a U.S. Small Business Administration (SBA) loan can support your short- and long-term goals.

As a top five SBA lender in the U.S., we’re a leader in investment advisor lending, having closed more than 200 loans for over $200 million in advisory transactions since 2017. Our team provides creative lending solutions with more flexibility and faster approvals.

Why Byline Bank?

Our lending specialists understand the unique needs of the financial advisor business and provide financing options for multiple purposes.

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Details

  • Term: 10 years
  • Amount: $150,000-$5 million
  • Rate: 2%-2.75% + WSP rate
  • Prepayment Penalty: None
  • Term Sheet: 24-48 hours
  • Loan Closing: Target 4 weeks after accepted term sheet
  • Footprint: Nationwide
  • Financing: 100% available on loans that qualify, including most acquisition loans for advisors with existing practices
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Qualifications

  • 625+ credit score
  • 1.15+ DSC
  • No minimum AUM
  • No minimum experience
  • Acceptable BrokerCheck® disclosures
  • Conventional options available for
    those who qualify
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Purposes

  • Acquisition loans: Asset and equity purchases or partner buyouts
  • Recruiting transition: Onboarding, expansion or transition packages
  • Working capital: Hiring staff, marketing, technology and office upgrades
  • Debt consolidation: Seller note refinancing and business debt consolidation
  • IRS tax settlements: Pay off tax liens or FINRA expungements
  • Commercial real estate: Construction loans and office building purchases

Contact our investment advisor specialist to get started.

Dan Branco

Dan Branco

(847) 805-9647Vice President, Business Development ManagerSmall Business Capital

Manage and expand your business with Byline Investment Advisor lending. 

Get Started Now