PETER J. LIEBERMAN

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 cemented its position as a leading regional middle-market investment banking practice. Over the course of Pete’s 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.

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

Education

B.A. – Political Science, Duke University

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

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

SHARE

Our Thoughts On

FEATURED

Big Problem: The Tax Implications Of Overseas Valuations.


Big Thinking: $1 Million In Tax Savings.

Shareholder MARY RICHTER has more than 20 years of public accounting experience since joining Schneider Downs in 2002. She has expertise with domestic and international tax planning, state tax nexus, tax credits, accounting for income taxes, and specific transaction planning and implementation.
One of Mary’s clients was reorganizing their overseas operating structure and wanted to move certain assets to different jurisdictions. The client had been purchased by a Private Equity group and called us about updating a valuation we had previously done for the business. In addition to working through the valuation questions, we were able to identify an opportunity to revise their restructuring plan to avoid taxation of a significant portion of the transactions. “By asking questions, having a strong understanding of their needs, and collaborating with the client, we were able to save them roughly $1 million in taxes,” Mary said. “Plus, our plan enabled them to generate future tax deductions overseas to offset the current cost of restructuring. We also saved them substantially on fees.” 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.

Have a question? Ask us!

We’d love to hear from you. Drop us a note, and we’ll respond to you as quickly as possible.

Breached?

Every moment counts. For urgent requests, contact the Schneider Downs digital forensics and incident response team at 1-800-993-8937. For all other requests, please complete the form below.

"*" indicates required fields

This field is for validation purposes and should be left unchanged.