Company History

LGen Partners was founded in June 1993 by Jeanny Koppel as a registered Investment Advisor and Broker dealer (the company was named FMI until 2010). The company originated as the marketing agent for The Monarch Mutual Funds, a money market mutual fund designed for banks.

In this capacity, LGen developed a unique selling process and raised significant monies solely by using the telephone to contact Chief Financial Officers of financial institutions. Subsequently, LGen Partners was approached by a commercial bank to apply its proprietary marketing and sales techniques to identify businesses with a need for an SBA loan.

Since its founding, LGen Partners has remained under the same ownership and has relentlessly cultivated the industry’s leading sales research, lead generation, cold calling, and appointment setting practices. The company’s process has always focused on garnering fewer appointments of higher quality, which results in a greater return on investment for clients. LGen leverages a sophisticated contact management system that tracks leads and nurtures prospects until they are ready to act.

Today, LGen provides its valuable services to clients in a wide range of industries including banking, finance, accounting, consulting, IT, and a wide variety of other B2B markets.

To learn more about the history of LGen Partners and how our services can complement your sales efforts, please contact us.