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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Big Problem: New Rules For Business Deductions.


Big Thinking: New Tax Planning Strategies To Save $300,000.

Shareholder EVAN OGRODNIK has been with Schneider Downs since 2005 and is one of our experts in tax compliance and planning, accounting, and financial reporting matters.
Evan’s team always worked closely with our clients’ accounting group and Schneider Downs‘ audit team. When the IRS changed the rules on the deductibility of repairs and maintenance versus capitalization of assets, a group of Schneider Downs’ tax specialists performed a deep-dive on the technical rules of this change to develop tax planning strategies for their clients.  In one particular instance, through extensive analysis of the client’s fixed asset ledgers as well as those of related-party commercial rental properties, we were able to find tax savings of approximately $300,000. “Communication with our clients is always critical,” Ogrodnik said. “Our understanding of new, complex regulations, knowledge of our client’s business and internal workings, and the trust the client had in our experts, allowed us to take advantage of tax rules and garner significant deductions.” 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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