CFG Merchant Solutions, LLC

Advance into Phase 3 of CFGMS Underwriter Academy: Build Your Own Portfolio

Transitioning from boot camp and mentorship & apprenticeship phases, Phase 3 of CFG Merchant Solutions' Underwriter Academy offers the next level of expertise in revenue-based financing.

Learn portfolio management, technology integration, and entrepreneurship to thrive in this dynamic industry.

Read more: https://cfgmerchantsolutions.com/cfgms-underwriting-academy-step-3-build-your-own-portfolio/

CFGMS Underwriting Academy: Step 3 - Build Your Own Portfolio The CFGMS UW Academy consists of three phases: Bootcamp, Apprenticeship & Mentorship, and Build Your Own Portfolio.

Join us in Phase 2 of the Underwriter Academy: Apprenticeship & Mentorship.

Led by industry experts and seasoned mentors, you'll refine skills in opportunity evaluation, pricing, and funding generation.

Apply now and unlock your potential in revenue-based financing!

Learn with us, Fund with us: https://cfgmerchantsolutions.com/cfgms-underwriter-academy-step-two-apprenticeship-mentorship/

­CFGMS Underwriter Academy: Step Two - Apprenticeship & Mentorship After completing the initial boot camp phase, dive into the next phase of the Underwriter Academy at CFGMS: Apprenticeship & Mentorship.

CFGMS has funded over $150 million with ISO partners so far in 2024!

Our team works one-on-one with our referral partners as we are committed to customer service and the user experience. Thank you to our ISO partners for your continued support!

CFGMS can fund any file, compliant in all 50 U.S. States.

Sign up to become a CFGMS ISO Partner in less than 60 seconds on our website: https://cfgmerchantsolutions.com/partnerships-v2/

CFG Merchant Solutions Closes Credit Facility of $145 Million to Support Small Business Growth

Proceeds from the funding, secured from a prominent, U.S.-based institutional investor focused on private structured credit, will serve to further fuel CFG Merchant Solutions’ mission to empower and support the growth of small and medium-sized businesses (SMBs). CFGMS is well-positioned to fund SMBs in all 50 U.S. States.

Brean Capital, LLC served as the Company’s exclusive financial advisor and sole placement agent in connection with the transaction.

Learn more: https://cfgmerchantsolutions.com/cfg-merchant-solutions-closes-credit-facility-of-up-to-145-million-to-support-small-business-growth/

CFG Merchant Solutions Closes Credit Facility of up to $145 Million to Support Small Business Growth CFG Merchant Solutions an alternative funding provider, announced the successful completion of a total capital raise of up to $145.0 million.

Step into the world of revenue-based financing with the CFGMS Underwriter Academy!

The first step? Bootcamp – a comprehensive training track designed to equip you with underwriting fundamentals.

Delve into deal flow processes, dissect the economics of deals, and learn from seasoned professionals.

Ready to kickstart your journey? Read on to discover more about this transformative first step: https://cfgmerchantsolutions.com/the-cfgms-underwriter-academy-about-step-one-bootcamp/

CFGMS is hiring new underwriters!

Join our revenue-based finance training program, with the opportunity to become a CFGMS Underwriter.

Learn more at https://cfgmerchantsolutions.com/underwriter-academy/ and apply today!

CFGMS is hiring Underwriters!

Elevate your underwriting career with the CFGMS Underwriter Academy!

Join us to become a skilled underwriter and shape the future of financing.
Applications open now for our May 1st launch! Learn more: https://cfgmerchantsolutions.com/underwriter-academy/

Learn with us, fund with us.

CFG Merchant Solutions is proud to announce the upsize to $30.0 million of its investment-grade corporate note.

The financing has received a BBB rating from a well-recognized statistical ratings organization.

Brean Capital, LLC served as CFGMS’ exclusive financial advisor and sole placement agent in connection with the transaction.

Learn more: https://cfgmerchantsolutions.com/cfg-merchant-solutions-upsizes-corporate-note-to-30-0-million/

CFG Merchant Solutions Upsizes Corporate Note to $30.0 Million CFG Merchant Solutions, LLC an alternative funding provider, announced the upsize to $30.0 million of its investment-grade corporate note.

For our ISO partners - we are actively funding in Utah, fully compliant with Utah SB 183.

CFGMS is well-positioned to facilitate seamless funding for your Utah deals.

If you're not an ISO partner yet, join us at https://lnkd.in/dRSWHTdE and let's collaborate for success!

Check out the latest article on deBanked written by Jeffrey Paige, General Counsel at CFG Merchant Solutions, which highlights the importance of staying compliant with evolving regulations in states like California, Virginia, Utah, New York, Georgia, Florida, and Connecticut.

Non-compliance could lead to significant penalties. Ensure your business is informed and aligned with the latest disclosure laws.

Read more on deBanked: https://debanked.com/2023/12/legal-risks-penalties-for-non-compliance-in-revenue-based-financing/

Legal Risks: Penalties for Non-Compliance in Revenue-Based Financing Jeffrey S. Paige is the General Counsel of CFG Merchant Solutions. Visit: https://cfgmerchantsolutions.com Staying compliant with disclosure legislation and regulations is paramount for revenue-based financing funders and brokers alike. In states such as California, Virginia, Utah, New York, Georgia...

CFGMS is committed to funding with our ISO partners. At CFGMS, we are dedicated to our broker channel, relationships, and partnerships. With a competitive commission structure and a dedication to funding almost any transaction, CFGMS looks forward to providing a customer-centric approach to your merchants.

Visit our ISO sign-up page and become a CFGMS partner today!

ISO application: https://cfgmerchantsolutions.com/partnerships-v2/

At CFG Merchant Solutions, we recognize the critical role of strategic financial partnerships.

Discover the essential keys to forging meaningful partnerships in Forbes Finance Council's latest article, '19 Tips for Companies to Forge Strategic Financial Partnerships.'

In this article, CFGMS Chief Financial Officer Richard Polgar, collaborates with fellow industry experts, delivering invaluable insights.

Dive into this essential read and enhance your approach to successful relationship building: https://www.forbes.com/sites/forbesfinancecouncil/2023/11/14/19-tips-for-companies-to-forge-strategic-financial-partnerships/?sh=635a410b5f21

Council Post: 19 Tips For Companies To Forge Strategic Financial Partnerships There's no point in reinventing the wheel to grow your business. Instead, consider seeking out strategic partnerships with companies that align with your vision.

Get ready for an engaging revenue-based financing conversation with CFGMS President William Gallagher and Funder Intel President Shane Mahabir, MBA.

Save the Date: Today at 1 PM!
Register here: https://www.funderintel.com/registration

Don't miss out!

Florida's New Commercial Financing Disclosure Law (FCFDL) signals a significant stride toward transparency and consumer protection in commercial financing.

This legislation introduces comprehensive disclosure requirements and specific prohibitions for brokers. Stay informed and adapt to these evolving regulations to ensure compliance and success in the commercial financing landscape.

Learn more about the FCFDL and its implications for the industry: https://cfgmerchantsolutions.com/florida-enacts-commercial-financing-disclosure-law-hb-1353/

Florida Enacts Commercial Financing Disclosure Law: HB 1353 Florida took a step towards ensuring transparency by signing the Florida Commercial Financing Disclosure Law.

Georgia makes a significant step towards transparency and consumer protection in small business financing.

Governor Brian Kemp signed Senate Bill 90, enforcing essential disclosure requirements from January 1, 2024.

Explore the unique features and implications of this new legislation in our latest article: https://cfgmerchantsolutions.com/georgia-new-disclosure-requirements-for-small-business-financing/

Georgia Takes a Bold Step: New Disclosure Requirements for Small Business Financing Georgia has now become the fifth state to impose disclosure regulations for commercial financing providers. Read on for more information.

We are thrilled to share the exciting news that CFGMS Chief Financial Officer, Richard Polgar, has been selected into the prestigious Forbes Finance Council

This invitation is a testament to Richard's outstanding expertise and contributions to our organization. Congratulations, Richard!

https://cfgmerchantsolutions.com/cfgms-cfo-richard-polgar-forbes-finance-council/

CFGMS CFO, Richard Polgar, Forbes Finance Council Member Richard Polgar has been accepted into Forbes Finance Council. Look out for his articles on financial matters in the industry.

As market dynamics, technology, and socio-economic factors continue to shape the small business landscape, it's essential for ISOs to adapt and embrace key advancements.

In this article, we explore the crucial advancements that ISOs should embrace to better serve their clients and thrive in the ever-evolving marketplace.

Click the link to read more: https://cfgmerchantsolutions.com/insights-for-isos-state-of-small-businesses-23/

Insight for ISOs: State of Small Businesses 2023 By staying informed about the state of small businesses, ISOs can better serve their clients and navigate the ever-changing marketplace.

Ready to kickstart your career in revenue-based financing?

CFG Merchant Solutions introduces the Underwriting Academy, a program designed to equip aspiring underwriters for success.

Curious about the position? Dive in to discover how to apply and feel free to reach out with any questions today: https://cfgmerchantsolutions.com/how-to-apply-for-cfgms-underwriter-academy/

Apply now at: https://cfgmerchantsolutions.com/underwriter-academy/

How to Apply for CFGMS's Underwriter Academy Apply for CFGMS Underwriter Academy if you are an aspiring underwriter in the revenue-based financing industry!

Thank you to Funders Forum + Brokers Expo for hosting this year's incredible event!

We're grateful for the opportunity to connect with fellow industry leaders, brokers and peers.

We're already looking forward to the next event! If you had the opportunity to meet us or spot us at the event and are interested in joining as an ISO, click here to get started: https://cfgmerchantsolutions.com/partnerships-v2/

In the dynamic landscape of revenue-based financing, ISOs serve as the linchpin that connects small businesses in need of capital with alternative funding sources.

To be successful in the revenue-based financing industry, independent sales organizations (ISOs) must cultivate relationships built on trust, open communication and reliability.

Learn more about key strategies for navigating the future of revenue-based financing: https://www.abfjournal.com/articles/key-strategies-for-navigating-the-future-of-revenue-based-financing-a-guide-for-isos/

Key Strategies for Navigating the Future of Revenue-Based Financing: A Guide for ISOs - ABFJournal To be successful in the revenue-based financing industry, independent sales organizations (ISOs) must cultivate relationships built on trust, open communication and reliability. Bill Gallagher of CFG Merchant Solutions provides an even more in-depth guide for ISOs looking to grow and succeed.

Meet us at the National Alliance of Commercial Loan Brokers this week!

CFG Merchant Solutions is a proud gold sponsor of this year's event, where we look forward to connecting with attendees in person and creating long-term relationships.

Join us on Wednesday to hear from our CEO, Andrew C**n, who will be speaking at the Today's Resources for Brokers panel at 3:30pm.

This is an opportunity you won't want to miss! Read more about the event here: https://cfgmerchantsolutions.com/cfg-merchant-solutions-is-a-proud-sponsor-of-naclb-2023/

CFG Merchant Solutions is a proud sponsor of NACLB 2023! CFG Merchant Solutions is proud to be a gold sponsor of NACLB! We eagerly anticipate this year's event to make fellow funders and brokers!

CFG Merchant Solutions is pleased to announce our new program: Underwriter Academy!

Tailored for aspiring Underwriters, this program provides the essential tools and knowledge to thrive in the revenue-based financing industry.

Join today to receive mentorship from one of our seasoned, producing underwriting teams and learn to manage your own portfolio: https://cfgmerchantsolutions.com/cfgms-is-excited-to-announce-and-launch-a-new-program-cfgms-underwriter-academy/

Apply here: https://cfgmerchantsolutions.com/underwriter-academy/

CFGMS is excited to announce and launch a new program: CFGMS Underwriter Academy CFG Merchant Solutions is excited to introduce the Underwriting Academy, a new program designed for aspiring Revenue-based Underwriters.

Elevate your ISO success with revenue-based financing products!

Revenue-based financing is a game-changer for SMEs. Our latest article dives deep into the crucial role of ISO training in equipping sales reps for success.

From understanding the intricacies of RBF to identifying ideal candidates, compliance, and structuring customized solutions, this comprehensive guide paves the way for ISOs to thrive.

Join us in exploring the path to ISO success and staying ahead: https://cfgmerchantsolutions.com/iso-training-and-education-equipping-sales-reps-for-success-in-revenue-based-financing/

ISO Training and Education: Equipping Sales Reps for Success in Revenue-Based Financing ISO training and education is essential for the success of sales reps in the industry of revenue-based financing.

Choosing the right financing product for your business can be crucial to your success when it comes to acquiring working capital.

Explore the differences between revenue-based financing and equity financing in our latest article. Learn about repayment structures, ownership implications, and risk factors to make an informed decision.

Learn more about which financing product aligns best with your business needs: https://cfgmerchantsolutions.com/revenue-based-financing-vs-equity-financing-best-product-for-your-business/

Revenue-Based Financing vs. Equity Financing: Choosing the Right Financing Product for Your Business Providers offer different financing products depending on a business's needs. Revenue-based financing and equity financing are two options.

Crucial Insights: Why Compliance is Vital in Revenue-Based Financing

Dive into the basics, understand its industry-wide impact, and uncover why prioritizing compliance is shaping the future of business funding.

Read more about state disclosure laws and the importance of staying compliant: https://cfgmerchantsolutions.com/staying-compliant-in-the-revenue-based-financing-the-basics/

Staying Compliant in the Revenue-Based Financing: The Basics While financing offers numerous advantages, navigating this realm requires a keen focus on staying compliant in revenue-based financing.

Managing cash flow in the restaurant industry can be challenging.

With revenue-based financing from CFGMS, you can fuel your restaurant with an injection of cash flow to stay or get back on track!

Read on for benefits, the process, and how you can use revenue-based financing for your restaurant: https://cfgmerchantsolutions.com/the-benefits-of-revenue-based-financing-for-restaurants/

The Benefits of Revenue-Based Financing for Restaurants Revenue-based financing is a financial solution that provides quick access to capital for businesses, including restaurants.

Need quick working capital for your business?

Learn how to apply for revenue-based financing, an alternative to traditional bank financing.

Unlock the benefits, requirements, and tips to effectively manage cash flow and fuel your business's growth!

Read more: https://cfgmerchantsolutions.com/how-to-apply-for-revenue-based-financing/

How To Apply For Revenue-Based Financing To apply for revenue-based financing, merchants can easily apply online with specific documentation required.

Update on New York's Commercial Financing Final Disclosure Regulations!

New York is enacting laws that mandate disclosures for some commercial financing transactions.

With the Final Regulations set to take effect on August 1, 2023, businesses must be prepared for key highlights, including modified scope of application, subsidiary exemptions, notice requirements aligned with UCC norms, and more flexible signature options.

Stay compliant and informed as requirements expand nationwide, and federal regulators tighten oversight with comprehensive data reporting.

Read more: https://lnkd.in/ew7ZryV5

Upcoming New York regulation, the latest leading into disclosure Regarding New York regulation with commercial financing, significant changes have been made to the final published regulations.