Bank · Salt Lake City, UT
Milestone Bank
Made 65 SBA 7(a) change-of-ownership loans totaling $91.1M in FY2024 to FY2026: #56 of 1,054 lenders by loans and #45 by dollars. Lends in 23 states.
#56by loans, FY24–26
65loans
$91.1Mapproved
$1.1Mmedian 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 | 6 | $8.8M | $1.4M | 0.1% |
| FY2025 | 18 | $24.4M | $972K | 0.3% |
| FY2026 | 41 | $57.9M | $1.1M | 0.6% |
Loan size
Deal size mix
55% of its loans were $1M or more.
- Under $350K7 loans · 11% · $1.5M
- $350K to $1M22 loans · 34% · $13.9M
- $1M to $2M20 loans · 31% · $29.1M
- $2M to $5M16 loans · 25% · $46.7M
Where the money goes
Top industries
| Industry | Loans | Dollars |
|---|---|---|
| Construction | 15 | $24.8M |
| Accommodation & Food Services | 9 | $13.2M |
| Retail Trade | 8 | $7.0M |
| Other Services | 7 | $6.8M |
| Administrative & Support, Waste Mgmt | 5 | $6.5M |
| Professional, Scientific & Technical Services | 5 | $9.8M |
| Health Care & Social Assistance | 4 | $4.2M |
| Wholesale Trade | 3 | $3.0M |
Business location
Top states
| Business state | Loans | Dollars |
|---|---|---|
| Texas | 13 | $21.6M |
| Florida | 10 | $13.3M |
| Tennessee | 6 | $8.3M |
| Colorado | 5 | $6.3M |
| Michigan | 4 | $4.0M |
| Nevada | 3 | $3.9M |
| Ohio | 3 | $4.3M |
| Utah | 2 | $7.0M |
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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