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.

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FEATURED

Big Problem: A Limited Employee Benefit Plan.


Big Thinking: Increased Contributions And Employee Retention.

Shareholder JOE BRUCE has more than 21 years of public accounting experience since joining Schneider Downs in 1996. He has expertise with a variety of clients including construction, manufacturing, retail, oil and gas industries, and employee benefit plans.
One of Joe’s clients had a successful business and was interested in contributing more to their retirement accounts. However, the client was limited by the existing employee benefit plan structure and IRS contribution limitations on their existing structure. Joe’s team was familiar with the structure of their existing plan and offered to do an analysis of their options. “The Schneider Downs Retirement Plan Solutions Group suggested a cash balance plan and provided an analysis to the business owners which quantified the impact and provided options to allow the client to evaluate the direction they were most comfortable moving forward with.” Bruce said. “The client elected to adopt the cash balance plan and was able to significantly increase contributions into the owners’ retirement accounts. This also enhanced the quality of the retirement benefits for their employees, which in turn helped improve employee retention.” 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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