• Home
  • About
    • Staff
    • Board of Advisors
    • Contact
  • Rates, Stats, Pricing
    • Current Debenture Pricing
    • Monthly 504 Interest Rate
    • Historical Rate Tables
    • Offering Circulars
    • 504 Monthly Approval Stat
    • Third Party Lender Stats
  • Commentary & Resouces
    • Weekly Market Commentary
    • CSA Contact & Resources
    • Fee Chart
    • 504 Rate Calculator
    • Debenture Dashboard
  • Funding & Talf II
    • Funding Calendar
    • Funding Resources
    • Talf II
  • More
    • Home
    • About
      • Staff
      • Board of Advisors
      • Contact
    • Rates, Stats, Pricing
      • Current Debenture Pricing
      • Monthly 504 Interest Rate
      • Historical Rate Tables
      • Offering Circulars
      • 504 Monthly Approval Stat
      • Third Party Lender Stats
    • Commentary & Resouces
      • Weekly Market Commentary
      • CSA Contact & Resources
      • Fee Chart
      • 504 Rate Calculator
      • Debenture Dashboard
    • Funding & Talf II
      • Funding Calendar
      • Funding Resources
      • Talf II
  • Home
  • About
    • Staff
    • Board of Advisors
    • Contact
  • Rates, Stats, Pricing
    • Current Debenture Pricing
    • Monthly 504 Interest Rate
    • Historical Rate Tables
    • Offering Circulars
    • 504 Monthly Approval Stat
    • Third Party Lender Stats
  • Commentary & Resouces
    • Weekly Market Commentary
    • CSA Contact & Resources
    • Fee Chart
    • 504 Rate Calculator
    • Debenture Dashboard
  • Funding & Talf II
    • Funding Calendar
    • Funding Resources
    • Talf II
Eagle Compliance LLC

HOME

Eagle Compliance LLC (Eagle) is responsible for the marketing, pricing, and sale of the certificates (debentures) sold to investors to fund the SBA 504 Loan Program.


Eagle Compliance LLC is a veteran-owned small business that, in its role as Fiscal Agent for the SBA 504 program, is committed to economic development through the sale of government guaranteed 504 debentures at attractive rates for growing small businesses. The Board of Advisors of Eagle consists of representatives from the Capital Markets and CDC industry. The Board meets quarterly to review Eagle Compliance LLC operations and is kept current on the status of the monthly sales. Eagle Compliance LLC operations include: 


  • Managing the Administration of the Monthly Issuance of the Debenture Pools
  • Organizing the Marketing and Underwriting of the Debentures
  • Negotiating the Pricing of the Monthly Debenture Pool Sales With the Underwriters
  • Confirming Proceeds of the Sale for Distribution to the CSA
  • Providing Advice to the SBA Office of Financial Assistance on Market Conditions and the Financing of 504 Debenture Pools and Performing Industry Research and Analysis


The Bank of New York serves as the Trustee of the 504 debenture fund, the Underwriters are Bank of America Merrill Lynch (BAML) and Stifel, Nicolaus & Co., Computershare, as agent for Guidehouse, is the Central Servicing Agent for the SBA and is responsible for processing loan documents and disbursing the funds received from the sale of the debentures.

PURPOSE

IMPLEMENTION

PLANNING

Eagle Compliance, LLC is solely dedicated to providing the most efficient source of fixed-rate, term funding for small business borrowers in the SBA 504 program.  

PLANNING

IMPLEMENTION

PLANNING

By adhering to a structured financing calendar and working closely with our underwriters, BAML and Stifel, Nicolaus & Co., we fully commit the resources necessary to achieve optimal rates in each monthly debenture sale.  

IMPLEMENTION

IMPLEMENTION

IMPLEMENTION

 Eagle has served as Fiscal Agent for the 504 program since April 2012, and has introduced many efficiencies to the sale process while funding 77,818 debentures, totaling $61.9 billion at an average rate of 3.42 percent for 25-year debentures.   

EFFICIENCIES

IMPLEMENTION

IMPLEMENTION

Eagle Compliance, LLC has capabilities in the following areas:

  • AI/ML
  • Digital Engineering
  • Data Analytics/Governance
  • UI/UX


Copyright © 2024, Eagle Compliance LLC. All Rights Reserved.

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