About CFG Merchant Solutions®

A funding partner that cares about your business objectives.

What We Do

CFG Merchant Solutions® (“CFGMS”) is a privately owned and operated specialty finance and alternative funding provider. We focus on providing capital access to small and mid-sized businesses in the U.S. that have historically been underserved by traditional financing sources. Businesses who may have experienced challenges obtaining timely financing are our customers, and we look forward to serving your everyday working capital® needs.

How We Do It

We are direct funders that care about your business objectives, and work with you to formulate custom capital programs. We have experienced first-hand the frustration in acquiring flexible and timely financing. CFGMS uses proprietary analytics technology, along with common sense underwriting to provide fast and efficient access to capital. We value our client relationships and seek to provide the fast and flexible capital that business operators need.

Who We Help

CFGMS services small to medium-sized businesses that intend to use working capital proceeds in order to grow or operate their business. Whether a business is looking to purchase inventory or equipment, bridge seasonality, support expansion, or invest in marketing and advertising, CFGMS can cater a working capital solution that meets a company’s specific needs and objectives.

A Timeline Of CFG Merchant Solutions®

2015

CFGMS launched and founded

2016

Closes first senior credit facility

2018

Opens NYC corporate headquarters

2019

Crossed $20MM in monthly funding volumes

2020/21

CFGMS remained well-capitalized and continued funding through the COVID-19 pandemic

2022

Office locations opened in NJ & VA

2023

Passed $1B funded in originations since its inception in Q1 ’23

2023

CFGMS received a BBB credit rating and closed a $20MM corporate note financing

2023

CFGMS surpassed $30MM in monthly originations

2024

CFGMS upsizes corporate note to $30MM

2024

CFGMS closes credit facility of up to $145MM

2024

CEO Andrew Coon & President Bill Gallagher join Forbes Business Council. CFO Richard Polgar join Forbes Finance Council

2024

CFGMS earns the 2024 Great Place to Work Certification

2024

CFGMS funds over $500MM with its ISO partners in 2024

2025

CFGMS launches it's new loan product in Texas, with planned rollout to additional states.

2025

CFGMS surpassed 100,000 units funded since inception.

2025

CFGMS is re-certified as a Great Place to Work with a 100% employee rating

2015

CFGMS launched and founded

2018

Opens NYC corporate headquarters

2020/21

CFGMS remained well-capitalized and continued funding through the COVID-19 pandemic

2023

Passed $1B funded in originations since its inception in Q1 ’23

2023

CFGMS surpassed $30MM in monthly originations

2016

Closes first senior credit facility

2019

Crossed $20MM in monthly funding volumes

2022

Office locations opened in NJ & VA

2023

CFGMS received a BBB credit rating and closed a $20MM corporate note financing

Our team

Chief Executive Officer

Chief Financial Officer

Chief Information Officer

VP of Compliance & Security

Chief Legal Officer

Gigi Garcia

VP, Finance

Assistant VP of Production & Revenue

Senior UW & Team Lead

Mike Huguenot

Senior UW & Team Lead

Senior UW & Team Lead

Boris Angelov

Senior UW & Team Lead

Patrick Connelly

Senior UW & Team Lead

Matt Knatz

ISO Manager

Mike Kevitch

Underwriter

Brandon Pollack

Underwriter

Jake Lenok

Underwriter

Viktor Klauzer

Underwriter

Fernando Diaz

Underwriter

Will Schmitt

Underwriter

Peter DiCristofaro

Underwriter

Chris Zanelli

Funding Assistant

Fellipe Busato

Junior Underwriter

Robert Bentulan

Junior Underwriter

Lia DeGaetano

Administrative Assistant

Gus Breviglieri

Assistant

Simon Gould

ISO Manager

Ari Averyanov

ISO Manager

Felipe Hoyos

Funding Specialist

Jake Buchner

Underwriter Academy

Connor Kraus

Underwriter Academy

Stephen Kirby

Underwriter Academy

VP of Software Development

Director of Product Operations & IT

Project Manager

Head of Marketing

Fernando Pedrero

Assistant VP, Manager of Underwriter Academy

Eugene Leung

Associate General Counsel

Senior Collections Manager

Treasury Manager

James Elder

Collections Manager

Allie Dalton

NetSuite Product Manager

Uma Sappidi

NetSuite Technical Manager

Raquel Toro

Associate Marketing Manager

Nicole Lam

Product Manager

Ashelle Pereira

Compliance Analyst

Pinal Patel

Senior Associate

Mazen Magdy

Senior Financial Data Analyst

Yafoor Waizi

Principal Data Analyst

Temuujin Enkhbold

Senior Software Developer

Garrett Cahill

Sr. Financial Analyst

Sean Morrow

Retention Specialist

Grace Chen

Senior Financial Analyst

Jessica R.

Financial Analyst

Noah Park

Financial Analyst

Maxine Gerardo

Assistant Project Manager

Jovon Isaac

IT Support Specialist

Marina Malchenko

Software Developer

Xiaojun Wang

Data Analyst

Kimberlee Bultman

Executive Assistant to CEO

Eric Ferrante

Retention Specialist

Melissa Darpino

Financial Analyst

Anthony Aguirre

IT Support Specialist

Joanna Augelletta

Marketing Associate

Jaclyn Koziel

Retention Legal Specialist

Sam Medrano

Quality Assurance

Liz Cabrera

Office Manager

Malcolm Gerson

Assistant Compliance Analyst

Matthew DePaola

Collections & Legal Support Specialist

Juliana Brewer

Administrator

Disha Kacha

Data Science Engineer

Jaismeen Kaur

Financial Analyst

Ramsey Quandeel

Retention Specialist