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: Large Tax Burden In The Succession Plans Of A Family Business.


Big Thinking: Creating A Grantor Trust To Save $1.5 Million.

GREG ALLISON is responsible for estate and succession planning for business owners, executives and high-net-worth individuals. He also prepares annual income tax returns for estates and trusts in addition to gift tax returns, federal estate tax returns and state inheritance tax returns.
One of Greg’s clients was a father wanting to retire and give his son 100% ownership of their company. Giving his 80% share in the company would result in a $1.5 million tax due on redemption. Greg’s team was able to avoid the $1.5 million tax and introduce asset protection by having the father creator a grantor trust instead. “By creating a grantor trust, the father was able to sell his shares under the same terms as redemption but save money since no gain is recognized on the sale,” said Greg. “We were also able to integrate asset protection into the structure and procure the recurring tax and attest services.” 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.