Bank · Souderton, PA
Univest Bank and Trust Co
Made 20 SBA 7(a) change-of-ownership loans totaling $24.6M in FY2024 to FY2026: #152 of 1,054 lenders by loans and #144 by dollars. Lends in 3 states. Part of Univest Financial Corp.
#152by loans, FY24–26
20loans
$24.6Mapproved
$1.2Mmedian 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 | 9 | $10.5M | $920K | 0.2% |
| FY2025 | 5 | $6.6M | $500K | 0.1% |
| FY2026 | 6 | $7.5M | $1.6M | 0.1% |
Loan size
Deal size mix
50% of its loans were $1M or more.
- Under $350K3 loans · 15% · $490K
- $350K to $1M7 loans · 35% · $4.2M
- $1M to $2M6 loans · 30% · $10.2M
- $2M to $5M4 loans · 20% · $9.7M
Where the money goes
Top industries
| Industry | Loans | Dollars |
|---|---|---|
| Wholesale Trade | 5 | $10.1M |
| Accommodation & Food Services | 4 | $3.5M |
| Construction | 2 | $2.1M |
| Retail Trade | 2 | $3.4M |
| Manufacturing | 2 | $2.0M |
| Other Services | 2 | $1.9M |
| Professional, Scientific & Technical Services | 1 | $920K |
| Health Care & Social Assistance | 1 | $350K |
Business location
Top states
| Business state | Loans | Dollars |
|---|---|---|
| Pennsylvania | 16 | $18.8M |
| Maryland | 2 | $3.9M |
| New Jersey | 2 | $2.0M |
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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