Company History

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 industryís leading sales research, lead generation, cold calling, and appointment setting practices. The companyís 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.

Over years of experience, we have learned that fewer appointments of higher quality deliver a greater return on investment for clients.
  • Hear What Our Clients Are Saying...

    Frank Morrelli

    LGen has done an excellent job of getting us in front of C-Level executives at companies with sales of $100mm-$5b that we may otherwise not been able to do ourselves efficiently. Our focus has been in the New York/New Jersey market with a broad range of targeted industries. LGen's approach is professional, persistent, and effective.

    I hope to continue to use LGen in other parts of the country as well. We especially recognize LGen Partner's ability to communicate complex and broad issues on our behalf to our prospects. We've had a number of meetings where the CFO's have been very interested in our services and would consider using us for future projects. Opportunities have included IT, risk management and transition support.

    Frank Morrelli
    Managing Partner, Tatum

  • Hear What Our Clients Are Saying...

    Larry Haworth

    We are VERY satisfied with the results. The LGen staff consistently sets appointments with CFOs, Controllers, and owners of companies that meet our firmís target profile. In the first year, we have obtained new clients with annual billings of more than double our first year LGEN fees.


    Larry Haworth
    Partner, Bessolo Haworth & Vogel LLP
  • Hear What Our Clients Are Saying...

    Senior Vice President

    To date we have booked a number of new relationships from LGen leads that we expect to generate over $1MM in annual revenue as those relationships mature. The ROI on the program has significantly exceeded our expectations. The LGen profiles and appointments allow our Relationship Managers to broaden their reach in our marketplace and better leverage their business development activities. We will continue to use LGen to enhance our commercial banking marketing efforts.

    Senior Vice President/ Business Development Manager
    $20 Billion Asset Commercial Bank