LGen has longstanding partnerships with clients across different industry verticals. Some of the clients who have used our company profiles, appointment setting, prospect database creation, and reporting services include (actual names are kept confidential):
|Leading Global Financial Institution||One of the nation's leading financial institutions. The bank serves clients in more than 150 countries and has a relationship with 99% of U.S. Fortune 500 Companies. They are the world's largest wealth manager and a major player in the investment banking industry.|
|National Consulting Firm||The largest executive service firm in the U.S. focusing on optimizing the office of the CFO. The company provides C-level operational expertise to middle-market and Fortune 500 companies to help resolve strategic, financial, and technology issues.|
|Mid-Sized, Regional Business Bank||A $20 billion asset commercial bank offering a full range of banking services in multiple states. The Bank is the recipient of multiple awards for excellence in small business and middle-market services.|
|Regional Public Accounting Firm||A regional, public accounting firm specializing in accounting, auditing, business advisory services, business valuations, financial services and staffing, consulting, information technology, litigation advisory services, marketing services, small business services, tax planning and preparation, and private wealth management.|
|Global Public Accounting & Consulting Firm||Firm has over 250 partners and over 30 offices. The company provides assurance, tax, financial advisory, and consulting services to a wide range of publicly traded and privately held companies.|
|Certified Public Accounting and Business Consulting Firm||One of the largest certified public accounting and business consulting firms in the state. The company's services include accounting and auditing, business valuation and litigation support, forensic fraud, cost segregation, and more. Founding member of global alliance of major independently-owned accounting and consulting firms.|
|Full Service, Oldest State Chartered Bank||A more than $4.0 billion in assets bank with 850 employees, 55 branches, 100 ATMs, and 20 different statewide communities to service. The bank offers a comprehensive range of banking services to individuals and businesses.|
|Premier, Regional Accounting Firm||A regional accounting firm serving construction and related industries for almost 40 years. The firm has multiple offices and is recognized as the premier provider of accounting, auditing, tax, and financial management consulting solutions.|
|IT Consulting Company||Leading provider of Oracle-certified consultants with an emphasis on Enterprise Resource Planning, Customer Relationship Management, Supply Chain Management, and Business Intelligence solutions with an emphasis on the high technology, software and semiconductor industry segments.|
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
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.
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.
Managing Partner, Tatum
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