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

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

Jeff Paige

Chief Legal Officer

Rob Abolt

Senior Underwriter / Team Lead

Gigi Garcia

VP, Finance

Kara Costa

Treasury Manager

Keith Christianson

Assistant VP of Production & Revenue

VP of Software Development

Patrick Connelly

Senior Underwriter / Team Lead

Pinal Patel

Associate

Laura Cinella

Senior Collections Manager

James Elder

Collections Manager

Jay Wood

Director of Product Operations & IT

Stephanie Skantze

Project Manager

Nick DeFeis

Head of Marketing

Boris Angelov

Senior Underwriter / Team Lead

Garett Cahill

Sr. Financial Analyst

Sean Morrow

Retention Specialist

Jessica R.

Operations Specialist

Grace Chen

Financial Analyst

Noah Park

Financial Analyst

Maxine Gerardo

Assistant Project Manager

Mike Kevitch

Underwriter

Brandon Pollack

Underwriter

Viktor Klauzer

Underwriter

Fernando Diaz

Underwriter

Raquel Toro

Associate Marketing Manager

Jovon Isaac

IT Support Specialist

Temuujin Enkhbold

Senior Software Developer

Mazen Magdy

Data Analyst

Marina Malchenko

Software Developer

Xiaojun Wang

Data Analyst

Sam Medrano

Quality Assurance

Ashelle Pereira

Compliance Analyst

Nicole Lam

Associate Product Manager

Allie Dalton

NetSuite Admin

Eric Ferrante

Retention Specialist

Jaclyn Koziel

Retention Legal Specialist

Kimberlee Bultman

Executive Assistant to CEO

Juliana Brewer

Administrator