PETER J. LIEBERMAN

As Chief Executive Officer, Pete is responsible for managing transaction and business development activities for Schneider Downs Corporate Finance’s middle-market mergers and acquisitions, and the real estate investment banking practice. Since Pete joined in 2006, SDCF has completed more than 50 mergers and acquisitions and capital raising transactions, establishing its growing real estate equity practice and cemented its position as a leading regional middle-market investment banking practice. Over the course of Pete’s 20-year investment banking career, he has advised clients ranging from multinational public companies to individuals seeking to acquire their first business. This work has spanned numerous industries, with particular emphasis on engineered industrial products manufacturing, real estate, energy services, building products, metals, business services, consumer products and food processing.

Prior to joining Schneider Downs, he was a Director in the Mergers and Acquisitions Advisory Group of PNC Capital Markets. Before joining PNC, Pete was a business reporter for two Pittsburgh daily newspapers.

Pete serves on the board for the Jewish Family and Community Services of Pittsburgh. He previously served as a board member and treasurer of Gateway to the Arts and as a board member of the Pittsburgh chapter of the Association for Corporate Growth.

Education

B.A. – Political Science, Duke University, M.B.A. – Finance and Strategy, Indiana University School of Business

Professional and Community Involvement

Board member—Jewish Family and Community Services of Pittsburgh

Professional Licenses

FINRA Series 7, Series 24 and Series 63 Securities Licenses

Schneider Downs Corporate Finance, LP is a registered broker/dealer.
Member FINRA/SIPC.

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FEATURED

Big Problem: Redundant Back Office Functions.


Big Thinking: Back Office Consolidation Project Saves $600,000 Annually.

Shareholder DON APPLEGARTH has more than 26 years of public accounting experience and is the practice leader of the Schneider Downs Accounting, Assurance and Advisory Services department. He has experience serving companies in a variety of industries, including but not limited to manufacturing, retail, construction, real estate, transportation and logistics, and natural resources.
Don’s team had an ongoing audit engagement with a large manufacturing company that ran two subsidiaries as if they were separate companies. This resulted in disparate accounting, human resources and IT functions. In addition to providing traditional audit and tax services, Don tapped the expertise of Schneider Downs’ Technology Services, Risk Advisory Services, and Human Resource experts to present a comprehensive back office consolidation plan. “We conducted a comprehensive back office assessment of technology, processes, and a skills assessment of existing client personnel,” Applegarth said. “Leveraging strong relationships with the owner and key decision makers, the client trusted our multi-disciplinary team to come up with an effective back office implementation that ended up saving the company more than $600,000 annually. The client knew there would be savings, but they were extremely pleased with the amount of savings, new synergies, and tangible benefits to the Company’s operations going forward.” Schneider Downs provides Big Thinking and Personal Focus in delivering a variety of services for large and small businesses, both publicly and privately held, as well as nonprofit organizations, government entities and more. Through our commitment to thought leadership and knowledge management, we deliver the solutions our clients need with a personal commitment to service.

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