Gene is a Managing Director in Ernst & Young LLP’s National Tax, Private Client Services, Family Enterprise Business Services. He exclusively serves privately-held, business-owning families that are growing larger, more-valuable businesses for future generational ownership. He advises on strategic matters relating to business growth, capitalization, generational transition and governance and shareholder liquidity.
Gene began his career as an M&A transactional attorney and investment banker. He is experienced in private equity, having managed three prior funds.
Gene holds a BS in engineering from the US Air Force Academy, MBA in Finance from Boston University and JD from Duquesne University School of Law.
How Gene is building a better working world
The operating business is central to the financial interests of the business-owning family; accordingly, Gene advises on strategic matters relating to internal and external (M&A) growth and capitalization matters to support growth and liquidity.
As a trusted advisor to business-owning families, Gene helps clients develop corporate and shareholder governance infrastructure. He also advises on industry leading practices for the development of next generation stewardship throughout the generational transition process, while keeping the operating business healthy, growing and profitable.