Strategic and Financial Advisory Services

PRIMARY CONTACT: Peter J. Lieberman

In today’s fast-paced, global business world, running a business is more complex and challenging than ever. It is a well-known fact: a business with a well-defined “road map” to achieve strategic objectives, address problems and enhance shareholder value will nearly always outperform its plan-less rivals.

The Schneider Downs Corporate Finance team has a unique combination of executive management, financial transaction and strategic advisory experience, and has completed dozens of strategic advisory assignments. We take the time to understand the dynamics of our client’s business and industry, as well as the evolving expectations of shareholders, family members, bankers and investors.

Our team can provide assistance with:

  • Strategic options exploration, analysis and recommendations
  • Guidance for ownership transition, liquidity events and management succession
  • Preparation for the sale of a business
  • Fine-tuned strategic planning process for growth or turnaround
  • Creative solutions for financially troubled companies
  • Financial diagnostic assessments
  • Industry and competitive research
  • Transaction related valuation services

Contact a member of our Corporate Finance team today for a confidential conversation.

About Schneider Downs Corporate Finance

Schneider Downs Corporate Finance is a leading, full-service investment banking, corporate finance and strategic advisory firm serving the needs of mid-market and small companies. With close to 100 combined years of financial transaction and executive management experience across a broad spectrum of industries and client situations, our focus is to provide premier advisory services in the areas of company sales and divestitures, acquisitions, fund-raising and strategic advisory. Learn more about our additional services at www.schneiderdowns.com/investment-banking.

Schneider Downs Corporate Finance, LP is a registered broker/dealer. Member FINRA/SIPC.

Schneider Downs Corporate Finance, LP Customer Relationship Summary (Form CRS).

Learn how we’ve Solved Big Problems For our clients

Big Problem: Company Impacted By Ransomware.

Big Thinking: Restore System On-site And Avoid Six-figure Ransom.

Read Case Study

Big Problem: Inefficient Tax Credit Realization.

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

Read Case Study
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