Success Stories


Situation: A bank in New Jersey, who had previously been active in the SBA market, lost their lending team but wished to continue to service their existing portfolio as well as grow the portfolio.
Outcome: AGEX Financial was contracted which resulted in first year loan volume production in excess of $20,000,000

Situation: A community bank in Pennsylvania was looking to enter the SBA market on a case by case basis but did not want the overhead involved with hiring an SBA department since they were not committed to specific volume production.
Outcome: The bank engaged AGEX Financial and has since established themselves as SBA lenders to their community and has successfully closed several loans all without the overhead involved with hiring an SBA Department.

Situation: A Bank had an SBA Department that was underperforming. The bank had very high volume SBA goals and was falling far short of achieving those goals.
Outcome: AGEX Financial was contracted and first year production exceeded $25,000,000 in SBA Volume.

Situation: A three-year-old consumer products company wanted to expand operations in order to sell their products in Europe, the Caribbean, South America, and Africa. The company needed working capital to fund manufacturing costs in order to increase sales.
Outcome: AGEX Financial secured a $400,000 loan to refinance existing debt and provide working capital, and a $350,000 line of credit.


Situation: One of the region’s fastest growing solar electricity generation and installation companies needed more liquidity to continue their rapid growth.
Outcome: AGEX Financial secured a $350,000 line of credit to provide working capital and keep the company expanding.


Situation: A start-up bio-fuel company needed financing to acquire and renovate real estate, purchase equipment, and provide working capital. The venture was expected to generate 20 direct jobs and 100 indirect jobs.
Outcome: AGEX Financial secured $6.3 million in financing through the Small Business Administration’s 7A, Express and 504 loan programs in conjunction with the Commonwealth of Pennsylvania’s Financing Authority, to get the venture off the ground.


Situation: An exporter of commercial printing equipment needed additional working capital to expand its sales in Asia.
Outcome: AGEX Financial secured a $1 million Export Working Capital Line of Credit and a $500,000 International Trade Loan through the Small Business Administration, helping the company double in size.

We Are The SBA Experts