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PETER J. LIEBERMAN

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[email protected]
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As Managing Partner of Schneider Downs Capital, LLC (SD Capital) and CEO of Schneider Downs Corporate Finance, LP (SDCF), Pete is responsible for managing transaction and business development activities for SD Capital’s middle-market mergers and acquisitions and SDCF’s real estate investment banking practice. Since Pete joined in 2006, he has completed more than 50 mergers and acquisitions and capital raising transactions, establishing its growing real estate equity practice and cementing its position as a leading regional middle-market investment banking practice.

Over the course of Pete’s 28-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, Pete was a director in the Mergers and Acquisitions Advisory Group of PNC Capital Markets. Before joining PNC, he was a business reporter for two Pittsburgh daily newspapers.

Professional and Community Involvement

Professional Licenses – FINRA Series 7, Series 24 and Series 63 Securities Licenses

Board member—Jewish Family and Community Services of Pittsburgh

Past Treasurer and Board Member—Gateway to the Arts

Past Board Member—Association for Corporate Growth, Pittsburgh Chapter

Education

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

B.A. – Political Science, Duke University

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

Check the background of this firm on FINRA’s BrokerCheck.
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Big Problem: A Not-for-profit Client Out Of 401(k) Compliance.

Big Thinking: Allowing More Contributions By Highly Paid Employees.

Shareholder JASON LUMPKIN serves as a Practice Unit Leader for SDAdvantage Retirement Solutions. He has more than 17 years of qualified retirement plan experience, primarily serving middle market, closely held businesses. His background includes plan design, documentation reporting, participant education, and ongoing administration for defined contribution plans, including employee stock ownership plans.
While working with one of our non profit clients, Jason’s team discovered that the organization was failing non-discrimination testing due to poor 401(k) participation among its employees. To address the issue, we recommended the implementation of a second retirement plan, a 403(b) plan, that would cover only the highly paid employees, allowing them to contribute the maximum amounts without concern for the limits imposed by the 401(k) plan’s non-discrimination testing. “These top employees were no longer constrained by the limits of the 401(k) plan testing results,” Jason said. “Plus, the organization no longer had to be concerned about the non-discrimination test. We also avoided implementing a “safe harbor” design in the 401(k) plan, which can result in costly employer contributions and vesting provisions that favor short-term employees.” 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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Office Locations

Pittsburgh

One PPG Place,
Suite 1700
Pittsburgh, PA 15222

p:
412.261.3644
f:
412.261.4876
Columbus

65 East State Street,
Suite 2000
Columbus, OH 43215

p:
614.621.4060
f:
614.621.4062
Metropolitan Washington

1660 International Drive,
Suite 600
McLean, VA 22102

p:
571.380.9003

Links

Inside Public Accounting Best of the Best 2025
Accounting Today Top 100 2025
Accounting Today Regional Leaders 2025
Best Of Accounting Diamond Award

Schneider Downs is a Top 60 independent Certified Public Accounting (CPA) firm providing accounting, tax, audit and consulting services to public and private companies, not-for-profit organizations and global companies. We also offer risk advisory, transaction advisory, digital consulting, wealth management, retirement plan solutions and investment banking services. Schneider Downs serves individuals and companies in Pennsylvania (PA), Ohio (OH), West Virginia (WV), New York (NY), Maryland (MD), metropolitan Washington (DC) and additional states in the United States with offices in Pittsburgh, PA, Columbus, OH, and McLean, VA.

© 2024 Schneider Downs & Co., Inc. Maryland license number 35239.

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