Bank · Burlington, KY
Heritage Bank (Burlington, KY)
Made 46 SBA 7(a) change-of-ownership loans totaling $64.7M in FY2024 to FY2026: #77 of 1,054 lenders by loans and #63 by dollars. Lends in 22 states. Part of Commonwealth Holdings L L C.
#77by loans, FY24–26
46loans
$64.7Mapproved
$944Kmedian loan
Volume
By fiscal year
Share of all loans = this lender’s loans as a share of every SBA acquisition loan that year.
| Fiscal year | Loans | Dollars | Median | Share of all loans |
|---|---|---|---|---|
| FY2024 | 10 | $8.6M | $736K | 0.2% |
| FY2025 | 16 | $22.6M | $890K | 0.2% |
| FY2026 | 20 | $33.4M | $1.1M | 0.3% |
Loan size
Deal size mix
43% of its loans were $1M or more.
- Under $350K4 loans · 9% · $802K
- $350K to $1M22 loans · 48% · $16.8M
- $1M to $2M11 loans · 24% · $14.8M
- $2M to $5M9 loans · 20% · $32.2M
Where the money goes
Top industries
| Industry | Loans | Dollars |
|---|---|---|
| Manufacturing | 10 | $9.6M |
| Accommodation & Food Services | 7 | $9.0M |
| Retail Trade | 6 | $8.5M |
| Construction | 5 | $5.7M |
| Administrative & Support, Waste Mgmt | 3 | $2.7M |
| Educational Services | 3 | $6.8M |
| Health Care & Social Assistance | 2 | $3.7M |
| Professional, Scientific & Technical Services | 2 | $7.2M |
Business location
Top states
| Business state | Loans | Dollars |
|---|---|---|
| Kentucky | 7 | $18.3M |
| Ohio | 6 | $6.9M |
| Texas | 4 | $4.4M |
| New Jersey | 3 | $5.1M |
| California | 3 | $3.4M |
| Colorado | 2 | $2.6M |
| South Dakota | 2 | $2.5M |
| Virginia | 2 | $1.8M |
Keep exploring
Related pages
Top lenders in its top states
Its top industries and deal size
Lenders of similar size
Guides and rankings
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