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North Branch Holdings, LLC

Madison, WI · All Other Miscellaneous Schools and Instruction · NAICS 611699

North Branch Holdings, LLC is a business in Madison, Wisconsin, in the All Other Miscellaneous Schools and Instruction industry (NAICS 611699). The company financed real estate or equipment through an SBA 504 loan with an SBA portion of $1,626,000, with the lender Bank Five Nine and the certified development company Racine County Economic Development Corporation, approved on February 4, 2025.

SBA 504 loan, approved Feb 4, 2025

$1,626,000 SBA portionCDC: Racine County Economic Development Corporation25 years termStatus not reported (SBA exemption)Loan details
SBA (CDC) portion
$1,626,000
Bank portion
$2,265,000
Estimated project size
$4,323,333 (estimated)
Estimated owner equity
$432,333 (estimated, about 10% of the project)
Bank lender
Bank Five Nine, Oconomowoc, WI
CDC
Racine County Economic Development Corporation
Processing method
504 Basic: standard SBA processing through a CDC
Term
25 years (300 months)
Estimated maturity
February 4, 2050 (estimated, approval date plus term)
First disbursement
Mar 11, 2026
Loan status
Status not reported (SBA exemption)
Jobs supported
4
Business type
Corporation
NAICS
611699, All Other Miscellaneous Schools and Instruction
Project location
Dane County, WI
SBA district office
Wisconsin District Office
Congressional district
WI-2
Collateral
Yes

Estimated share of project by source

Bank 52% SBA (CDC) 38% Owner 10%

  • Average expansion loan in All Other Miscellaneous Schools and Instruction: $2,186,125.
  • Average expansion loan in Wisconsin: $2,095,135.

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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