Capital Raising

PRIMARY CONTACT: Peter J. Lieberman

Senior Debt, Subordinated/Mezzanine Debt and Equity

The capital "dance floor" includes an infinite number of options beyond bank loans. With extensive corporate finance experience and global finance contacts, we assist in identifying lenders and capital partners well beyond the reach of our clients. We help owners and executives seeking to fuel growth, fund acquisitions, or recapitalize the business to facilitate a liquidity event for shareholders.

The Schneider Downs Corporate Finance team can:

  • Provide real-time market intelligence and comprehensive valuation guidance
  • Develop a list of potential lenders, deal sponsors or investors
  • Secure senior or junior debt placements
  • Secure minority and majority equity placements on a selective basis
  • Assist in creating offering memoranda
  • Manage the transaction process and interaction with lenders and investors
  • Work with clients legal counsel in preparation of purchase offers
  • Facilitate lender and investor due diligence

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).

case studies

 
                                    Company impacted by ransomware.
big problem:
Company impacted by ransomware.
big thinking:
Restore system on-site and avoid six-figure ransom.
 
                                    Inefficient tax credit realization.
big problem:
Inefficient tax credit realization.
big thinking:
Identified a $900,000 tax credit, nearly twice as much as prior years.
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our thoughts on

COVID-19 AND THE M&A MARKET: DEAL VOLUME AND VALUE

Learn more about the current state of the M&A Market since the U.S. economy shut down due to COVID-19.

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What to Expect During a Sale Transaction

Once they decide to move forward, many owners plow straight in and starting looking for a buyer. Good idea, but not so fast. Slow down. Think about your

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COVID-19 AND THE M&A MARKET

The two-month COVID-19 economic crisis has significantly disrupted the M&A deal market. While there are examples of transactions that have closed,

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Are You Prepared for the Next Stage of Your Business?

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The Value of Business Process Analysis in your Succession Plan

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Considerations for Transitioning Your Business

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Thinking About the Future: What’s Your Plan? (MDR)

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Tax Considerations When Selling Your Business

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Succession planning starts with what’s next

What makes a business successful? In many small businesses, the owner is the principal driver to that business, particularly from a technical and sales

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Asset vs Stock Deal: What’s Best for Me When Selling My Business

You’ve been approached about selling your business. After phoning your spouse to share the good news, you call your succession planning advisor.

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Revenue Recognition- Member Owned Private Organization

In May 2014, the Financial Accounting Standards Board issued Accounting Standards Update (ASU) 2014-09, Revenue from Contracts with Customers (Topic 606),

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Insight - Fed Funds Increase

On June 13, members of the Federal Reserve’s Federal Open Market Committee voted to increase the target range for the federal funds rate by 25 basis

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Columbus
Metropolitan Washington