Schneider Downs Corporate Finance, LP

Experienced and practical guidance through the complex issues facing today’s businesses

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PRIMARY CONTACT: Peter J. Lieberman

Seamlessly execute your transaction with our corporate finance professionals, who have the expertise to lead corporate sales and divestitures, acquisitions, capital raising and strategic advisory assignments.

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.

What industries does Schneider Downs Corporate Finance work with?

The Schneider Downs Corporate Finance team works with clients in a wide range of industries. Some of key industries served include:

  • Manufacturing and Industrial Services: Manufacturing, Distribution, Tech-enabled industrial services, Transportation, Construction & Engineering and Facility & Mechanical Services
  • Energy & Utility Services: Environmental Services, Testing & Inspection, Well-site Services, Surveying and Engineering Services
  • Consumer & Health Care: Consumer Products, Retail and Medical Products distribution.

Simply put, whether the deal is domestic or global, we deliver.

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

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

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Real Estate Capital Markets

Real estate investment banking services, private and institutional equity placement for developers and real estate acquisition sponsors.

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Mergers and Acquisitions, Real Estate

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Meet the Team

Please contact a member of our team today

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Services for Private Equity Firms

We help private equity firms maximize returns and build value from acquisition through exit.

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Specialized Services for Companies with Employee Stock Ownership Plans (ESOP)

Strategic and Financial Advisory
Strategic and Financial Advisory

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.

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.
our thoughts on


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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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?

You’re a successful business owner who’s devoted all your time and effort into growing your company to be a best-in-class provider in the industry.

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ESOPs as a Business Succession Planning Solution

Learn how ESPOs presents certain tax advantages and opportunities for tax and estate planning during business succession planning.

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Wealth Management Concerns When Selling Your Business

While there are a multitude of issues facing a business owner when they decide to sell their business, one of the most important areas that often gets

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The Value of Business Process Analysis in your Succession Plan

Learn more about how succession plans can help you to prepare for a smooth transition to ensure that changes do not affect normal operations.

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Considerations for Transitioning Your Business

Learn more about what a business owner should consider before deciding how they would like to transition their business.

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

We’ve all heard the saying, “Fail to plan, plan to fail.” This is extremely pertinent if you’re thinking about transitioning your

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Tax Considerations When Selling Your Business

There are many things to consider when preparing to sell a business. Some of the items are strategic business considerations, financial considerations

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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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Metropolitan Washington