Richard Chase is a managing director and the tax leader in the Transaction Advisory Services practice, based in the Chicago office. He leverages more than 20 years of experience as a tax specialist and attorney, primarily in the areas of mergers and acquisitions, refinancing and foreign and domestic tax planning.

Prior to joining Duff & Phelps, Richard was a tax manager at American Capital Strategies, where he was responsible for evaluating all tax risks associated with potential acquisitions, as well as providing tax consulting services to more than 100 portfolio investments. Before that, he held the title of tax manager in the Transaction Advisory Services group at Ernst & Young LLP, where he was involved in all aspects of tax due diligence and tax structuring. Richard’s focus was with private equity firms involved in a variety of industries, as well as with many global Fortune 500 companies.

Richard has evaluated the tax risks associated with over 600 proposed merger and acquisition transactions for companies engaged in a variety of industries. Some include: technology, consumer products, media/marketing, manufacturing, retail, services, healthcare, chemical, logistics and food. Richard has vast experience analyzing tax issues regarding income taxes, employment taxes (i.e., independent contractor versus employee classification), sales and use taxes, property taxes, and escheat/unclaimed property. He has worked on deals ranging from $5 million to over $2 billion and has been involved with presenting his tax due diligence findings and proposed structuring alternatives to private equity firm investment committees regarding various buyouts, mergers, and mezzanine financing deals.

Richard received his JD from Chicago-Kent College of Law and a B.S. in finance from the University of Illinois.

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