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Steven Richards Location
Chicago, IL, US
Steven Richards Work
Managing Director @ Palm Tree LLC (March 2024 - Present)
Investment Banking Senior Vice President @ Palm Tree LLC (August 2022 - February 2024)
Investment Banking Vice President @ Palm Tree LLC (April 2021 - August 2022)
Assistant Vice President @ (July 2018 - June 2020)
Investment Banking Vice President @ (October 2017 - June 2018)
Investment Banking Vice President @ (August 2015 - April 2017)
Associate Instructor (Seasonal) @ (April 2014 - October 2015)
Investment Banking Associate @ (October 2013 - February 2014)
Investment Banking Associate @ (April 2012 - September 2013)
Investment Banking Analyst @ (November 2010 - April 2012)
Investment Banking Deal Origination @ (January 2007 - October 2010)
Trading Assistant @ (June 2006 - December 2006)
Steven Richards Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA) (Finance, Accounting & Information Management)
2016
Indiana University - Kelley School of Business
Bachelor of Science (B.S.) (Finance, Business Economics & Public Policy)
2006
Harvard Business School Executive Education 2024
Steven Richards Skills
Banking
Business Valuation
Corporate Finance
DCF
Due Diligence
Finance
Financial Analysis
Financial Modeling
Investment Banking
LBO
Management
Mergers & Acquisitions
Microsoft Excel
Microsoft PowerPoint
Private Equity
Restructuring
Strategy
Valuation
Leadership
Investments
Mergers and Acquisitions
Financial Services
M&A experience
Steven Richards Summary
Steven Richards, based in Chicago, IL, US, is currently a Managing Director at Palm Tree LLC. Steven Richards brings experience from previous roles at Palm Tree LLC, Kaufman Hall and Madison Street Capital. Steven Richards holds a Master of Business Administration (MBA) in Finance, Accounting & Information Management @ Northwestern University - Kellogg School of Management. With a robust skill set that includes Banking, Business Valuation, Corporate Finance, DCF, Due Diligence and more. Steven Richards has 2 emails and 2 mobile phone numbers on RocketReach.
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