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Private bank founded in 1921 offering client-centric commercial and personal banking with high-quality wealth management, investment banking, and innovative financial solutions. Recently rebranded January 2025 uniting bank and wealth divisions.
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SBA 7(a) Acquisition Loan Data As Of June 30, 2025
Last 12 Months
Last 3 Years
YoY Growth
expanding
As Of June 30, 2025
Median
$350K
Average
$1.1M
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All rates shown as spread over Prime Rate
This Lender
Market Average
As Of June 30, 2025 - 10-year default rate indicates underwriting quality
10-Year Default Rate
0.0%
Bottom 10% of Lenders (Highest Default Rate)
Performance Ranking
100th
Lower is better among all lenders
As Of June 30, 2025 - States by loan volume (darker blue = higher volume)
