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 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.

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.

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FEATURED

Big Problem: New Accounting Methods For Significant Refunds.


Big Thinking: Seven Figure Tax Savings.

A part of Schneider Downs since 1988, JAY MEGLICH provides auditing and consulting services to a variety of businesses and tax-exempt organizations.
While speaking with a client, the conversation turned to tax reporting for retainages held under contract. Jay suggested the client have a follow up meeting with the tax team to look into this issue in more detail and review the overall method of reporting that was being used for income tax reporting purposes. After changing their accounting methods, we filed amended returns for open tax years and were able to get the client a significant refund on prior year’s returns. Plus, this new favorable reporting method was implemented going forward. “It’s always satisfying to help clients find new and unexpected savings,” Meglich said. “This client was then able to leverage the cash flow into financing that assisted them in expanding their operations and eventually to the purchase of a larger facility to continue their growth.” 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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