Richard Chase is a managing director in the Chicago office of Duff & Phelps and is the tax leader in the Transaction Advisory Services practice. He has over 20 years of experience as a tax specialist and attorney, primarily in the areas of mergers & acquisitions, refinancings, and foreign and domestic tax planning.

Richard has been involved with all aspects of the tax due diligence and tax structuring process, and has evaluated the tax risks associated with over 600 proposed merger and acquisition transactions for companies engaged in a variety of industries, including 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.

Richard 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.

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 American Capital’s more than 100 portfolio investments. 

Before joining American Capital, Richard was a 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 received his JD from Chicago-Kent College of Law, and his BS in Finance from the University of Illinois.

 
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