Schneider Downs Corporate Finance, LP Experienced and practical guidance through the complex issues facing today’s businesses CONTACT US PRIMARY CONTACT: Peter J. Lieberman 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. Our dedicated team of highly skilled professionals are deeply involved with every aspect of client engagements, supported by the wealth of resources of Schneider Downs to provide best-in-class service to clients. Why do you need a Schneider Downs Corporate Finance expert? No two deals are the same. While business owners are experts in running their businesses, the sale or acquisition of a company is a complex strategic, financial and legal process that is best pursued with a highly-skilled financial professional at your side. The Schneider Downs Corporate Finance team has successfully closed on dozens of past transactions. We bring a powerful combination of deal experience, creativity and tenacity to every client engagement, taking a customized approach that not only reflects the needs of the owners, but the business and industry parameters of each transaction. And we thoroughly understand the unique financial and business issues facing closely-held and family-owned companies. Simply put, whether the deal is domestic or global, we deliver. Schneider Downs Corporate Finance, LP is a registered broker/dealer. Member FINRA/SIPC. Schneider Downs Corporate Finance, LP Customer Relationship Summary (Form CRS). SCHNEIDER DOWNS CORPORATE FINANCE SERVICES SALE & DIVESTITURE ADVISORY Sales, Divestitures, Leveraged Buyouts and Recapitalizations ACQUISITION ADVISORY Mergers, Acquisitions and Management Buyouts/Buy-ins REAL ESTATE CAPITAL MARKETS Real estate investment banking services, private and institutional equity placement for developers and real estate acquisition sponsors. TRANSACTIONS Mergers and Acquisitions, Real Estate MEET THE TEAM Please contact a member of our team today SERVICES FOR PRIVATE EQUITY FIRMS We help private equity firms maximize returns and build value from acquisition through exit. SPECIALIZED SERVICES FOR COMPANIES WITH EMPLOYEE STOCK OWNERSHIP PLANS (ESOP) CASE STUDIES BIG PROBLEM: LET’S DISCUSS PREVENTING RANSOMWARE ATTACKS ON YOUR COMPANY. EMAIL ME DIRECTLY HERE. BIG THINKING: COMPANY IMPACTED BY RANSOMWARE. READ MORE BIG PROBLEM: LET’S DISCUSS OPPORTUNITIES TO REDUCE YOUR COMPANY’S TAX BURDEN. EMAIL ME DIRECTLY HERE. BIG THINKING: INEFFICIENT TAX CREDIT REALIZATION. READ MORE SEE MORE CASE STUDIES MOST RECENT 2021 Retirement Plan Limitations 401(K) PLANS, PRIVATE CLIENT SERVICES, WEALTH MANAGEMENT BY DONNA WOLFSON | 11.3.2020 Review the recently released cost-of-living adjustments (COLA) as released by the Internal Revenue Service, taking effect January 1, 2021. ... READ MORE MOST POPULAR The IRS Hunt for S Corporation Compensation Underreporting BUSINESS ADVISORS BY JENNIFER DOERING | 11.8.2021 Learn more about the IRS hunt for S Corporation underreporting and hear recommendations from the TIGTA. ... READ MORE 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. READ MORE > 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 READ MORE > 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, READ MORE > Have a question? Ask us! Have a question? Ask us! WE'D LOVE TO HEAR FROM YOU. DROP US A NOTE, AND WE'LL RESPOND TO YOU AS QUICKLY AS POSSIBLE. CONTACT US PITTSBURGH One PPG Place, Suite 1700 Pittsburgh, PA 15222 contactsd@schneiderdowns.com p: 412.261.3644 f: 412.261.4876 COLUMBUS 65 East State Street, Suite 2000 Columbus, OH 43215 contactsd@schneiderdowns.com p: 614.621.4060 f: 614.621.4062 WASHINGTON, D.C. 1660 International Drive McLean, VA 22102 contactsd@schneiderdowns.com p: 571.380.9003 FOLLOW US CLIENT PORTAL SUBSCRIBE FOR UPDATES SUBMIT 4.9 257 client ratings PRIVACY POLICY|LEGAL INFORMATION|SITE MAP Schneider Downs Consulting offers a broad spectrum of services and solutions tailored to meet the changing needs of businesses operating in today’s dynamic environment. Our practices include specialists in all facets of business consulting: transaction advisory, financial advisory, cybersecurity and IT compliance, forensic and investigative accounting, and risk management. Our integrated services are housed in a single practice, all served from within one of the nation’s most respected accounting and consulting firms. By integrating all consulting disciplines within a single integrated practice, Schneider Downs Consulting provides a single resource to help make our clients better. © 2021 Schneider Downs & Co., Inc. Maryland license number 35239