Alliance Management, a BerganKDV Company Expands Expertise and Reach Through New Sales Leader

Alliance Management, a BerganKDV company, is excited to announce the hiring of a new sales leader, Gene Arenson. Arenson will serve as Sales Director for Alliance Management’s turnaround and investment banking services.

In his role, Arenson will lead Alliance’s sales efforts and connect with prospects to expand the firm’s client base. He is a highly accomplished valuation expert, bringing over 30 years of domestic and international experience to the firm. Arenson also has a strong background in appraisal management, business advisory, and asset management servicing clients in various industry verticals, including manufacturing, distribution, automotive and more.

“It’s a pleasure to have Gene join our sales team,” said Lee Roberts, Director of Firmwide Sales at BerganKDV. “Gene is a results-oriented, proven leader with success in developing new clients and business from referrals in the turnaround and investment banking space. I know he will be an incredible asset to the team and will add great value to his client engagements. Gene’s expertise will allow us to further enhance our growth, and I look forward to the contributions he will make to BerganKDV.”

Arenson is based out of Milwaukee, WI and his hiring expands the depth of Alliance’s personnel and services in the Milwaukee area. Arenson will join current Alliance Management Milwaukee employee, Sarah Nichols, who joined the team in July 2022. The firm aims to continue spanning its presence in the Milwaukee/Chicago markets through increased staff and solutions.

“We’re excited to add another team member in the Wisconsin area,” said Chris Tomas, Director of Alliance Management, a BerganKDV company. “Gene’s deep understanding of our industry will seamlessly build upon the efforts and opportunities we’ve established in Milwaukee and Chicago. Both Gene and Sarah offer a wide range of experience and advisory to client interactions and their passion for their work and people will solidify us as a standout firm. Our future in Wisconsin and Illinois is bright because of the work these two will cultivate.”

Arenson earned a bachelor’s degree in economics from the University of Wisconsin-Milwaukee. He is an active member of several industry groups including, the Turnaround Management Association, Midwest Business Brokers & Intermediaries, Secured Finance Network and the Association for Corporate Growth.



About BerganKDV: BerganKDV is a leading professional services firm with a contagious culture; where growth is fostered and making a difference means something. Our values drive our decisions, and our passion is empowering people and creating a wow experience for our clients.

Powered by people who do business the Midwest way, BerganKDV delivers comprehensive business, financial and technology solutions including business planning and consulting tax, assurance and accounting, technology, wealth management, and turnaround management services.

Investment advisory services and fee-based planning offered through BerganKDV Wealth Management, LLC, an SEC Registered Investment Advisor.


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