Meet the LVRG Business Funding Team
At LVRG Business Funding, we've built our reputation on delivering what growing businesses need most: access to capital that moves as quickly as your opportunities do. We specialize in revenue-based financing, cash flow and working capital solutions, and small business loans, while also facilitating SBA and conventional business loans through our strategic banking partnerships.
Expert Capital Partners, Not Just Another Lender
What truly sets LVRG apart is our approach. We are not a faceless call center pushing one-size-fits-all products. We are a dedicated team of lending and business finance professionals who understand the real challenges today's business owners face. Our track record of success speaks for itself.
Our in-house experts work directly with each client, providing personalized attention and developing funding solutions tailored to your specific business situation. Unlike traditional lenders who rely primarily on credit scores and rigid requirements, we evaluate your business's performance and potential—giving you access to capital based on what your business is actually accomplishing.
Dual-Service Advantage
LVRG delivers value through two complementary service areas:
As direct lenders, we provide immediate cash flow and working capital financing when timing is critical
As trusted advisors, we facilitate SBA and conventional bank loans through our extensive network of lending partners
This dual approach allows us to meet both your urgent financing needs and your long-term capital requirements.
Strategic by Design
We operate as a deliberately compact organization to ensure personalized service, but our reach extends far beyond our size. LVRG is powered by connections with over 50 premier banks and more than 100 specialized lenders nationwide. Our foundation of experienced underwriters and financial strategists gives us the capability to secure funding efficiently and effectively.
At LVRG, we've chosen focus over size. We deliver what matters most—tangible results and enduring relationships with every business owner we serve.
Our Leadership Team
Morgan Kennedy – Relationship Manager
With 15 years at LVRG Business Funding, Morgan Kennedy has established herself as a vital asset to both clients and the company’s leadership. As a Relationship Manager, Morgan is dedicated to providing business owners with personalized, high-level support and financial solutions tailored to their unique needs. She plays an integral role in ensuring clients receive the attention and expertise necessary to navigate the funding process, helping them secure the capital they need for growth and stability.
In addition to her client-facing responsibilities, Morgan is also a key support partner to Charles Barr, the CEO of LVRG. Her ability to manage day-to-day operations and contribute to the company’s strategic initiatives allows Charles to focus on the broader vision, while she ensures the smooth and efficient delivery of client services. Her deep understanding of small business lending and her commitment to delivering exceptional service has earned her a reputation as a trusted advisor to both her clients and colleagues.
Morgan’s focus on building strong, lasting relationships has been a cornerstone of her success. Whether guiding clients through complex financing options or offering ongoing support, her work continues to be driven by a commitment to helping business owners achieve long-term success.
Lilly Harper – New Client Success Manager
As the New Client Success Manager at LVRG Business Funding, Lilly Harper ensures a smooth and efficient transition from application to underwriting. She manages incoming funding applications, requests and collects business bank statements, and carefully reviews each file to ensure all necessary documents are in place before moving it forward.
Lilly plays a key role in streamlining the intake process, making sure new clients have everything needed for a fast and efficient review. By organizing and packaging client files with precision, she helps accelerate the underwriting process, allowing business owners to get the funding they need as quickly as possible.
With a strong focus on accuracy, efficiency, and attention to detail, Lilly ensures that every new client’s file is properly prepared for the next stage of the funding process. Her ability to keep things moving smoothly makes her an essential part of the LVRG team and a valuable resource for business owners ready to secure capital.
Michael Reed – Senior Funding Strategist
With over 20 years of experience in small business lending, Michael Reed has been instrumental in helping thousands of business owners secure the necessary funding to grow and succeed. Michael specializes in revenue-based lending, which allows him to craft flexible, strategic funding solutions tailored to each business’s unique cash flow, something traditional lenders often overlook.
Michael’s extensive experience in both small business lending and institutional finance provides him with an exceptional ability to understand the specific needs of business owners. Whether it’s working capital, cash flow financing, or growth capital, Michael takes a hands-on approach to guide clients through the funding process, ensuring they receive fast, reliable, and effective solutions. His deep understanding of what it takes to make a business thrive has earned him a reputation as a dedicated and reliable advisor for business owners seeking to make informed financial decisions.
Lisa Carter – Director of Business Development
With more than 18 years in financial services, Lisa Carter is a seasoned expert in helping businesses access the capital they need to expand, improve cash flow, and capitalize on new opportunities. She brings a wealth of experience in creating customized financing solutions that allow businesses to achieve their growth potential, regardless of industry.
Lisa has worked with a diverse range of companies, gaining a deep understanding of the challenges faced by small business owners and crafting solutions to match their goals. Known for her ability to simplify complex financial options, Lisa ensures that each business owner receives a tailored strategy that aligns with their long-term objectives. Her commitment to delivering excellent customer service and providing proactive support throughout the funding process has earned her the trust and respect of business owners across various sectors.
Daniel Owens – Head of Underwriting
With 15 years of experience in business lending and risk assessment, Daniel Owens leads the underwriting team at LVRG Business Funding with a focus on precision, speed, and flexibility. He takes a holistic approach to underwriting, looking beyond traditional credit scores to assess the full financial health of a business. This method enables him to identify strong financing opportunities and create solutions that best support the business’s growth.
Daniel's background in risk management and underwriting at leading financial institutions has honed his ability to make quick, strategic funding decisions. His dedication to streamlining the approval process helps ensure that business owners receive fast and reliable funding, enabling them to make informed decisions and seize growth opportunities without unnecessary delays.
Megan Foster – Senior Loan Advisor
With over 12 years of experience in alternative lending, Megan Foster specializes in helping businesses secure funding when traditional lenders fall short. She is well-versed in revenue-based lending, merchant cash advances, and cash flow-based financing, offering solutions that provide the flexibility business owners need to stay competitive in the market.
Megan takes a client-first approach, focusing on each business owner’s unique financial needs and breaking down complex funding options into clear, actionable strategies. Her deep understanding of alternative lending options ensures that business owners can access the capital they need without the rigid requirements that often accompany traditional loans. Megan’s dedication to supporting business owners throughout the funding process has earned her a reputation as a trusted advisor committed to helping clients succeed.
Why Business Owners Choose LVRG
At LVRG Business Funding, we provide more than just capital—we provide trusted guidance, strategic expertise, and long-term support.
✔️ Personalized Service – A dedicated team that works directly with you, offering hands-on support and customized funding solutions.
✔️ Smart, Flexible Lending – Creative financing strategies designed to align with your business needs and cash flow.
✔️ Fast & Reliable Funding – A streamlined approval process that gets you the capital you need, when you need it.
✔️ A Powerful Network – Backed by 50+ banks, and over 100 alternative lenders to offer a broad range of financing options.
✔️ A Proven Track Record – Over $1 billion in funding facilitated, helping businesses across industries thrive.
Whether you need working capital financing, fast business loans, cash flow-based lending, or revenue-based financing, LVRG has the expertise and network to help.
📞 Contact us today at (855) 998-LVRG to discover how we can help your business grow with smart, reliable funding solutions. Or if you’re ready to get capital, click below and apply now!
