Peter J. Lieberman

As Chief Executive Officer, Pete is responsible for managing transaction and business development activities for Schneider Downs Corporate Finance’s middle-market mergers and acquisitions, and the real estate investment banking practice. Since Pete joined in 2006, SDCF 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.

Education

B.A. - Political Science, Duke University, M.B.A. - Finance and Strategy, Indiana University School of Business

Professional and Community Involvement

Board member—Jewish Family and Community Services of Pittsburgh

Professional Licenses
 

FINRA Series 7, Series 24 and Series 63 Securities Licenses
 

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

 
Peter J. Lieberman

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big problem:
I’d be happy to discuss your company’s retirement plan. Email me directly here.
big thinking:
A not-for-profit client out of 401(k) compliance.

Shareholder Jason Lumpkin serves as a Practice Unit Leader for SDAdvantage Retirement Solutions. He has more than 17 years of qualified retirement plan experience, primarily serving middle market, closely held businesses. His background includes plan design, documentation reporting, participant education, and ongoing administration for defined contribution plans, including employee stock ownership plans.

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