TriCapital Investment Inc
TriCapital Investment Inc, located in Charlotte, NC, is listed under the industry Portfolio Management and Investment Advice (NAICS 523940). The company was financed with an SBA 7(a) loan for a change of ownership totaling $2.9 million, approved by Live Oak Banking Company with a date of September 28, 2026.
SBA 7(a) loan, change of ownership, approved Sep 28, 2026
$2,900,000 approvedLender: Live Oak Banking Company10 years termCommitted, not fully disbursedLoan details
- Gross approval
- $2,900,000
- SBA-guaranteed amount
- $2,175,000 (75% of the approval)
- Lender
- Live Oak Banking Company, Wilmington, NC
- Processing method
- Preferred Lender Program: lender approved under delegated SBA authority
- Initial interest rate
- 7.75%, variable
- Term
- 10 years (120 months)
- Estimated maturity
- September 28, 2036 (estimated, approval date plus term)
- Estimated monthly payment
- $34,803 Estimated payment at the initial rate over the full term; actual terms vary.
- Loan status
- Committed, not fully disbursed
- Jobs supported
- 3
- Business type
- Corporation
- NAICS
- 523940, Portfolio Management and Investment Advice
- Project location
- Mecklenburg County, NC
- SBA district office
- North Carolina District Office
- Congressional district
- NC-09
- Collateral
- Yes
- Guaranteed portion sold on secondary market
- Not reported as sold
- Revolving line of credit
- No (term loan)
- Larger than 87% of acquisition loans in Portfolio Management and Investment Advice on this site.
- Average acquisition loan in Portfolio Management and Investment Advice: $1,481,771.
- Average acquisition loan in North Carolina: $1,952,444.
Loan amounts are the SBA approval, not a purchase price. Figures labeled estimated are derived on this site and are not published by the SBA.
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Same industry in North Carolina
- Adaptfirst Investments LLC, Kernersville