Search Results for: Schneider Downs

Schneider Downs Announces Leadership Promotions

Joseph Bruce

Joseph Bruce

Pittsburgh, Pa.-based Schneider Downs (FY14 net revenue of $59.6 million) announced that Joseph Bruce and Mark DiPietrantonio have been admitted shareholders. Additionally, Peter Lieberman has been named partner of Schneider Downs Corporate Finance, LP. The promotions became effective July 1.

Bruce, an accounting, assurance and advisory services shareholder, started his career at Schneider Downs in 1996 and has more than 18 years of experience in public accounting. Bruce serves a variety of clients in the construction, manufacturing, retail and oil and gas industries, including publicly traded companies. He is responsible for the coordination of selected audits as well as the delivery of the firm’s accounting, assurance, tax and business advisory services to his client base.

Mark DiPietrantonio

Mark DiPietrantonio

DiPietrantonio, a tax services shareholder, joined Schneider Downs in 1995 and provides tax compliance services to his client base in a number of industries including construction, real estate, professional services, restaurant services and manufacturing. His expertise includes cost segregation, tax planning for business entities and individuals, multistate tax planning and compliance, and overall corporate tax planning.

Peter Lieberman

Peter Lieberman

Lieberman, partner, joined Schneider Downs Corporate Finance in 2006 and has more than 18 years of experience in investment banking. Advising a broad variety of clients, including multinational public companies, Lieberman has experience in a number of industries with an emphasis on engineered products manufacturing, energy and natural resources, metals, business and industrial services, consumer products and food processing. He has extensive transaction experience in mergers and acquisitions, capital raising and corporate finance consulting, including the private placement of corporate debt and equity and the placement of asset-backed securities.

“The strength of every organization lies in its ability to develop its own future leaders,” says Timothy Hammer, Co-MP of Schneider Downs. “Collectively, Mark, Joe and Pete have been with our firm for decades, and truly represent both the professional drive and commitment to our firm’s culture that we believe is essential for the future leaders of our firm. They are Schneider Downs through and through, and we’re proud to add them to our leadership team.”

Schneider Downs Announces Merger

Pittsburgh-based Schneider Downs (FY13 net revenue of $57.6 million) announced that it has entered an agreement to merge with Pittsburgh-based The Meridian Group, an investment banking and management consulting company. The Meridian Group specializes in providing, corporate workout/turnaround management services, financing, management consulting and merger and acquisition consulting.

The arrangement will create a new entity, Schneider Downs Meridian, and will meld services from the two organizations. The merger increases Schneider Downs’ expertise in the areas of corporate finance, mergers and acquisitions and due diligence, and will immediately expand the firm’s business advisory services with corporate workout/turnaround management experience and debt refinancing.

“Under the direction of Margaret Good and her team, The Meridian Group has earned a national reputation as a premier provider of workout and turnaround management assignments,” says Joel Rosenthal, practice unit leader of business advisory services at Schneider Downs. “We are thrilled that they will be collectively joining our firm and expanding the services we can offer to our clients. This is a great fit in terms of services, experience and team chemistry. We look forward to joining our teams together.”

Founded in 1998, The Meridian Group provides services nationally, with a particular concentration in Pennsylvania, Ohio, Upstate New York and the Mid-Atlantic Region. These service areas will only be strengthened by Schneider Downs Columbus office.

Schneider Downs Admits Smith as Chief Marketing Officer

Sean Smith

Sean Smith

Pittsburgh-based Schneider Downs (FY13 net revenue of $57.6 million) announced that Sean Smith has been promoted to chief marketing officer effective immediately. In this newly created role, Smith will oversee the strategic development, direction and implementation of all marketing efforts for the firm and will draw upon his expertise to help guide Schneider Downs to its next growth stage.

“As CMO, Sean will be instrumental in accelerating thought leadership and building brand value for our firm,” says Timothy Hammer, co-managing shareholder at Schneider Downs. “He is a valuable part of our executive leadership team and is the natural choice to continue to lead our marketing efforts and business development strategy. “

Smith will be responsible for implementing strategic and tactical marketing initiatives designed to drive growth, market awareness and brand recognition. He will continue to lead the firm’s marketing team in creating and executing an innovative marketing, brand and business development strategy.

Prior to joining Schneider Downs, Smith spent more than 20 years working in the advertising industry. He joined Schneider Downs in May 2007 as director of marketing.

Logan Joins Schneider Downs as Shareholder in Tax Advisory Practice

Eugene (Gene) Logan

Eugene (Gene) Logan

Pittsburgh-based Schneider Downs (FY13 net revenue of $57.6 million) announced that Eugene (Gene) Logan has joined the firm as a shareholder in its tax advisory practice.

Logan joins Schneider Downs’ tax advisory services group and will focus on the firm’s rapidly expanding not-for-profit practice. His primary emphasis will be on expanding services in the public charity and private foundation sector. Logan brings to Schneider Downs more than 27 years of experience providing tax consulting and compliance services, having served clients ranging from civic, arts and cultural organizations, community and private foundations, social service agencies to mid-size manufacturers and energy enterprises.

“Gene Logan is well recognized in our community for his extensive knowledge in all aspects of tax accounting and consulting,” says Paul Matvey, tax advisory services chair. “Adding Gene to our practice unit is a great asset in our firm’s efforts to continue providing our clients with new ideas, insights and opportunities.”

Pratt Joins Schneider Downs as Shareholder in Business Advisory Practice

Thomas Pratt

Thomas Pratt

Pittsburgh-based Schneider Downs (FY13 net revenue of $57.6 million) announced that Thomas Pratt has joined the firm as a shareholder in its advisory services practice.

Pratt has more than 30 years of public accounting and business consulting experience, working with both national and local consulting firms in western Pennsylvania. His career experience includes extensive knowledge of forensic accounting, litigation support, business valuation and financial restructuring. He works with clients in a broad spectrum of industries, including construction, energy, manufacturing, professional services and technology. This experience will provide Schneider Downs with a key strategic resource for its growing advisory services practice.

“We are thrilled to add a professional with such deep experience and ties to the local business community,” says Steven Thompson, co-MP, Schneider Downs. “Tom’s knowledge, insights and character are terrific additions to our firm, and his personality is a perfect match for our shareholder group. His ability to work strategically on complex business issues and challenges is yet another resource we can offer to our clients. ”

Schneider Downs Announces Plans for Leadership Transition

Timothy Hammer

Timothy Hammer

Pittsburgh-based Schneider Downs (FY13 net revenue of $57.6 million) announced a leadership transition plan that will take place over the next two years.

Timothy Hammer and Steven Thompson have been named co-MPs of the firm, effective Aug. 12. After 30 years as president and CEO of the firm, Raymond Buehler Jr., is transitioning to the position of chairman.

Hammer and Thompson are members of Schneider Downs’ board of directors and executive management team. They will be responsible for leading the firm in the areas of product delivery and quality, client services, corporate culture, firm growth and community presence, the firm announced.

Steven Thompson

Steven Thompson

“As I enter my 30th year in a leadership position at Schneider Downs, I could not be more proud that our firm will return to a dual management structure,” says Buehler, who joined the firm in 1975. “This structure reflects our collaborative culture. Tim and Steve have served our firm with exceptional leadership and have the complete trust and respect of our shareholder group, as well as our entire firm.”

Hammer joined Schneider Downs in 1986, became an audit partner in 1998 and chairs the firm’s employee benefit plan services group.

“Our firm’s heritage lies in recognizing, and meeting, the needs of our clients. The market is ever changing, and Schneider Downs will continue to evolve as we introduce new services and capabilities to the market as they are needed,” says Hammer. “Both Steve and I embrace the challenge of carrying on in the tradition of Ray Buehler, and all of the previous leaders of our firm, in adapting to changing market needs and conditions.”

Thompson has been an audit partner with Schneider Downs since 2004 and chairs the public company services group.

“In both Pittsburgh and Columbus, Schneider Downs has achieved steady and continuous growth through a commitment to making our employees, clients and communities better every day. We’re blessed with a unique culture and heritage, and I’m proud to be part of carrying that into the future,” says Thompson.

The firm’s shareholder group decided that a “smooth and logical” transition process would evolve over the next two years as Hammer and Thompson continue serving clients as they become accustomed to their new posts.

“We consistently counsel our clients on the importance of advance planning in all of their business activities,” says Buehler. “Making this announcement early is simply an example of our firm taking our own advice.”

Schneider Downs Announces New Shareholder

Evan Ogrodnik

Evan Ogrodnik

Pittsburgh-based Schneider Downs (FY13 net revenue of $57.6 million) announced that Evan Ogrodnik has been named shareholder, effective July 1.

Ogrodnik, tax advisory shareholder, joined Schneider Downs in 2005 and has more than 15 years of experience in public accounting, serving clients in a number of industries, including manufacturing, distribution and professional services. His expertise includes the review of corporate, partnership and individual income tax returns, tax planning for business entities and individuals, and the development and communication of tax strategies to management. Ogrodnik also works with the Schneider Downs internal audit department in assisting clients’ review of internal controls as they relate to income taxes and ensuring compliance with Sarbanes-Oxley.

IPA INSIDER: February 2020 News

Listed below are the Top 10 most-read stories on the INSIDE Public Accounting blog for the month of February.

  1. CLA Announces Acquisition of Weil & Company
  2. Robert Marzan Joins Cullari Carrico as a Partner
  3. Modeling The Right Behavior When Deadlines Are Tight And Stress Is High
  4. Moss Adams Admits 28 New Partners
  5. Partners Can Be Complacent And Ego-Driven, But Their Success = Firm Success
  6. Frazier & Deeter Acquires Consulting Firm Arch + Tower
  7. Cherry Bekaert Expands Digital Advisory Services with Icimo Acquisition
  8. UHY LLP Welcomes COO, New Partner in Capital Region
  9. Schneider Downs Announces Plan for New Co-MP
  10. REDW Merges in HR Consulting and Legal Practice

The 2017 Most Admired Peers

The individuals below represent the 2017 IPA Most Admired Peers. These individuals received a significant share of the responses to the survey question: “Please name one peer in the profession that you admire,” in the IPA Annual Survey and Analysis of Firms this year. IPA congratulates all the MPs, whose dedication and leadership is a credit to the profession.

Andy Armanino

Armanino LLP
San Ramon, Calif.

Ray Buehler

Schneider Downs & Co.

Bob Hottman


Steven Knebel

Maxwell Locke & Ritter
Austin, Texas

Gordon Krater

Plante Moran
Southfield, Mich.

RGL Forensics Admits Four to Partner

Joe Aldous

Joe Aldous

Denver-based RGL Forensics announced that Joe Aldous, Ben Hobby, Andrew Greenland and Frank Wisehart have been admitted as partners effective April 1.

“We are very proud to announce these appointments,” says Angela MacPhee, CEO of RGL. “Their promotions demonstrate our commitment to grow our senior team, not only through hires from outside the company but also through recognizing the immense talent that exists within RGL.”

Ben Hobby

Ben Hobby

Aldous specializes in advising on business interruption loss cases in power generation, industrial manufacturing, food and beverage production and leisure industries. Over his 15 years at RGL, he has worked on losses in 25 different countries.

Hobby joined RGL London in 2004 to focus on forensic accounting, having worked in internal audit and investigative roles in companies such as Grampian Country Food Group and Pace Microelectronics Plc.

During the past 12 years, he has handled investigations for insurers and lawyers worldwide. His insurance expertise focuses on fraud and fidelity, business interruption, cyber and reinsurance investigations. Hobby is RGL’s representative at the cyber risk insurance forum, which raises cyber security awareness and develops best practice guidelines.

Andrew Greenland

Andrew Greenland

Greenland leads RGL’s operations in Chile, relocating there in 2013 having joined RGL in London. He specializes in insurance and reinsurance claims primarily related to mining, energy, agriculture and manufacturing sectors. He also has significant experience in catastrophe response and spent many months working with local and international loss adjusters following the Chilean earthquake in February 2010.

Wisehart joined RGL’s San Francisco office in 2014 after more than 20 years of experience in forensic accounting, business valuation and expert testimony. His depth of experience in business consulting encompasses a variety of clients ranging from individuals to large public corporations. Wisehart joined RGL from Schneider Downs where he worked from 2010 to 2014. Prior to that he ran his own business, Wisehart & Wisehart, Inc. for 11 years.

Frank Wisehart

Frank Wisehart

“We recognize that new and existing clients benefit from local partner involvement complemented by our global collaboration,” says MacPhee. “As partners, Joe, Andrew, Ben and Frank will continue to help expand RGL’s regional and global presence and be ready to support our clients by bringing senior-level expertise to every engagement whether it is the simplest of matters to the most complex of situations.”