Schneider Downs Launches Capital Division for Advisory Growth

Pittsburgh-based accounting and advisory firm Schneider Downs & Co. has launched a new subsidiary, Schneider Downs Capital (SD Capital), aimed at providing specialty value advisory services for middle-market transactions. The subsidiary will help business owners maximize value from initial planning stages to final transactions, filling an identified need for both selling assistance and earlier value enhancement among middle-market businesses.

Schneider Downs & Co., a prominent accounting and business advisory firm based in Pittsburgh, has introduced a new subsidiary, Schneider Downs Capital (SD Capital), to provide specialized value advisory services for middle-market transactions.

SD Capital aims to assist business owners in maximizing their company's value from initial planning stages through to final transactions. The subsidiary combines Schneider Downs' existing middle-market M&A investment banking services with strategic value advisory expertise. This integration focuses on enhancing pre-transaction value, evaluating sale options, and implementing efficient transaction processes, offering business owners multiple pathways for sale and monetization.

The leadership team of SD Capital includes Managing Partners Peter J. Lieberman and Thomas L. Springer. Lieberman, who joined Schneider Downs in 2006, has served as CEO of Schneider Downs Corporate Finance since 2018, leading M&A investment banking and real estate investment services. Springer, co-founder of Springer Lawson & Associates, became part of Schneider Downs through a strategic acquisition in May 2023. He brings over 20 years of experience in strategic planning and value maximization for middle-market clients.

Co-CEO Chris McElroy stated, "Through our daily interactions with mid-market companies across all industries, we’ve recognized the need for both assistance in selling companies and the creation and enhancement of value earlier in the process. SD Capital has a talented roster of experienced advisors who can provide strategic and practical guidance to help clients navigate the entire process in a manner aligned with their personal and professional goals."

Schneider Downs Corporate Finance will continue to operate Schneider Downs Real Estate Capital Markets, focusing on arranging equity investments in commercial real estate development and acquisition transactions, with Lieberman continuing as CEO.

This strategic initiative underscores Schneider Downs' commitment to providing comprehensive advisory services tailored to the needs of middle-market businesses across various industries, including information technology, government contracting and defense, energy and utility services, manufacturing and industrial services, and consumer-related businesses.

Until next time…

Don’t forget to share this story on LinkedIn, X and Facebook

📢MYCPE ONE Insights has a newsletter on LinkedIn as well! If you want the sharpest analysis of all accounting and finance news without the jargon, Insights is the place to be! Click Here to Join

Modern Websites for CPA & Accounting Firms - Starting at $69/Month

Did you know? More than 40% of CPA & accounting firms still lack a website or have an outdated one. Don’t let your firm fall behind—elevate your online presence with a modern, fully optimized website starting at just $69/month.

Get a 60-day free trial
200+ built-in features tailored for CPA & accounting firms
Go live in just 72 hours—hassle-free setup!
It’s not DIY, we do it for you.
No Commitment, Cancel Anytime

Click here to Sign up now and start your free trial

View Some Sample Website

Schedule a call to know more!

Schneider Downs Launches Schneider Downs Capital

Related Articles