Does anyone have a list of banks that allow equity rolls? above SBA limits

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by a searcher from University of Massachusetts Amherst - Isenberg School of Management
in Boston, MA, USA

2yrs ago

Does anyone have a list of banks that allow equity rolls? above SBA limits

I know the SBA is the preferred lending program for this cohort but given that the SOP might change the situation on equity rolls. I am curious if anyone has curated a list of LMM lenders that normally do $5-15mm EV deals with equity rolls.

It is more a PE lender than what I have seen people discuss here but trying to save myself the effort of manually calling a bunch of banks.

If anyone knows someone or has a list they are willing to share, that would be great! Thank you!

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reply by a searcher 2yrs ago
from University of Massachusetts Amherst in Boston, MA, USA

Thank you for the response Keith. The $7mm is helpful and I have heard that from other lenders but I assume given that Byline is an SBA Lender, they will follow the SOP on equity rolls?

reply by a searcher 2yrs ago
from University of Massachusetts Amherst in Boston, MA, USA

Hey Brad, thank you for the reply. I just sent you an email. I was simplifying my question but I understand what you are clarifying on the roll over (partial acquisition) aspect within the SBA. I am okay with that situation, it is just the SOP changes that make me hesitant to continue pursuing the deal. Look forward to connecting via email