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 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.

SHARE

Our Thoughts On

FEATURED

Big Problem: Inefficient Tax Credit Realization.


Big Thinking: Identified A $900,000 Tax Credit, Nearly Twice As Much As Prior Years.

Joining Schneider Downs in 2004, DOUG MORALLY has more than 14 years of public accounting experience. He serves a variety of clients from not-for-profit, construction, retail, transportation, manufacturing industries and professional services.
One of Doug’s clients, a professional services company, was looking to transition their Research and Development (R&D) study to Schneider Downs to save money and maximize the R&D tax credit. Doug’s team was able to use their expertise to expand the sample of projects reviewed in 2019 and increase the net R&D credit. “This expansion helped identify an R&D tax credit of almost $900,000—almost double what have been identified in previous years,” said Doug. “We were able to help our client save significant money and maximize their R&D tax credit.” 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.