Publications

August 2016 (Revised August 2016)
Teaching Note

Intrapreneurship at DaVita Healthcare Partners

By: Joseph B. Fuller and Matthew Preble

DaVita Healthcare Partners Inc. (DaVita) is one of the U.S.'s leading dialysis providers, a process whereby persons with end-stage renal disease (ESRD) are connected to a machine that performs the functions of a healthy kidney. Kent Thiry, DaVita's CEO, has expanded... View Details

Keywords: Intrapreneurship; Entrepreneurial Organizations; Startup Management; Startup; Strategic Positioning; Corporate Entrepreneurship; Corporate Strategy; Business Startups; Strategic Planning; Competitive Strategy; Health Industry; United States

June 2011 (Revised November 2011)
Case

The Expansion of Ping An

By: Robert C. Pozen and Nina Yang

In June 2010, Mingzhe Ma, chairman and chief executive officer of Ping An Insurance (Group) Company of China ("Ping An" or "the Company"), sat down with Sun Jianyi, vice chief executive officer and executive vice president at Ping An, to discuss the future direction of... View Details

Keywords: Acquisition; Business Conglomerates; Conferences; Banks and Banking; Financial Strategy; Insurance; Global Strategy; Leadership Style; Strategic Planning; Opportunities; Diversification; Expansion; China

January 2002 (Revised September 2002)
Case

Corporate Renewal in America

By: Bruce R. Scott and Thomas S. Mondschean

Discusses various macroeconomic, regulatory, technological, and financial forces that led to increased corporate restructuring in the United States beginning in the mid-1980s. The U.S. financial system is often viewed as the most developed in the world and a model for... View Details

Keywords: Performance Evaluation; Corporate Governance; Macroeconomics; Economic Systems; Restructuring; Markets; Private Sector; Corporate Finance; Germany; Japan; United States

July 2024
Case

Rockefeller Philanthropy Advisors: Bringing Systematic Investment to Philanthropy

By: Lauren Cohen, Hao Gao, Alexander Bischoff and Sophia Pan

Melissa Berman, CEO of Rockefeller Philanthropy Advisors (RPA), evaluated her client’s philanthropy project and its mediocre performance. RPA was a segment of the Rockefeller Family Office’s Philanthropy Department, becoming an independent charity in 2002. Consistently... View Details

July 2024
Case

Knowledge-Enabled Financial Advice: Digital Transformation at Edward Jones

By: Lauren Cohen, Richard Ryffel, Grace Headinger and Sophia Pan

Edward Jones, a wealth management advisory firm that prided itself on its interpersonal connections and face-to-face interactions, was eager to augment their services with AI capabilities. Built on 1-to-1 close-knit relationships, the firm had more than 15,000 offices... View Details

July 2020
Supplement

Instabeat—Crossing the Finish Line

By: Shikhar Ghosh, Nicole Tempest Keller and Alpana Thapar

Lebanese entrepreneur Hind Hobeika was just 21 years old when she launched her startup, Instabeat, which had developed the first real-time bio-feedback device for swimmers to monitor and improve their performance. It had been an extremely testing 10-year journey to... View Details

Keywords: Start-up; Wearables; Entrepreneurship; Business Startups; Information Technology; Information Infrastructure; Strategy; Operations; Management; United States; Lebanon

01 Oct 2024
Cold Call Podcast

Choosing Passion: A Founder’s Mission to Meet a Need for Obesity Care

Keywords: Re: Jon M. Jachimowicz; Health

05 Jun 2007
First Look

First Look: June 5, 2007

The venture organization must decide whether to shutter the investment or put more capital to work. Purchase this case: http://www.hbsp.harvard.edu/b01/en/common/item_detail.jhtml?id=806059 OuterLink Corp. (B) Harvard View Details

Keywords: Martha Lagace

June 2018
Case

Meridian Systems

By: Frank V. Cespedes and Michael J. Roberts

The Meridian Systems case focuses on a start-up in the restaurant point of sale (POS) systems market. In early 2018, Meridian is getting ready to roll out a POS system based on a new technology—a tablet-based, Wi-Fi-enabled POS system (the "tablet" system, or... View Details

Keywords: Business Startups; Sales; Strategy; Salesforce Management; Organizational Structure; Technological Innovation; Marketing Strategy

15 Sep 2009
First Look

First Look: September 15

(B)." It is one of the failed ventures cited in those cases. Purchase this case: http://harvardbusiness.org/search/610027/ Intel NBI: Vivonic Harvard Business School Case 610-025 Vivonic was a start-up... View Details

Keywords: Martha Lagace

Person Page

Media

This lists media reports covering my firm dollarDEX Investments or me (or my colleagues), or columns written by me (or my colleagues). There are all... View Details

19 May 2009
First Look

First Look: May 19, 2009

investors that his new venture could warrant sustainable growth and profitable returns. Purchase this case: http://hbsp.harvard.edu/b01/en/common/item_detail.jhtml?id=808164 An Introduction to Consumer Credit Harvard View Details

Keywords: Martha Lagace

August 2020 (Revised March 2021)
Supplement

Migros Turkey: Scaling Online Operations (B)

By: Antonio Moreno and Gamze Yucaoglu

The case opens in February 2020 as Ozgur Tort and Mustafa Bartin, CEO and chief large-format and online retail officer of Migros Ticaret A.S. (Migros), Turkey’s oldest and one of its largest supermarket chains, are looking over the results of the fulfillment pilot the... View Details

Keywords: Grocery; Business Model; Strategy; Digital Platforms; Information Technology; Technology Adoption; Value Creation; Globalization; Competition; Expansion; Logistics; Profit; Resource Allocation; Corporate Strategy; Retail Industry; Turkey

October 2001 (Revised March 2002)
Case

Perlegen Sciences

By: Linda A. Hill and Nicole Tempest

As a biotech start-up company involved in studying human genomes, Perlegen needed to develop an organization that fostered innovation and teamwork among a group of highly trained professionals from both the science and technology fields. Perlegen's CEO, Brad Margus,... View Details

Keywords: Innovation Leadership; Groups and Teams; Management Teams; Problems and Challenges; Business Startups; Genetics; Talent and Talent Management; Innovation Strategy; Biotechnology Industry

04 May 2010
First Look

First Look: May 4

case:http://cb.hbsp.harvard.edu/cb/product/810114-PDF-ENG Tennant Company Toby Stuart, Lynda M. Applegate, and James WeberHarvard Business School Case 810-040 Tennant, a leading producer of floor cleaning equipment, must determine how to... View Details

Keywords: Martha Lagace

November 2003 (Revised February 2011)
Case

Sanford C. Bernstein: The Fork in the Road (A)

By: Boris Groysberg and Anahita Hashemi

Soon after the death of the firm's legendary founder, the individuals then serving as chairman and as president--Lewis A. Sanders and Roger Hertog, respectively--talked about the future of their firm. Sanford C. Bernstein & Co., a private investment firm, had grown... View Details

Keywords: Mergers and Acquisitions; Organizational Change and Adaptation; Organizational Culture; Performance Expectations; Competitive Advantage; Valuation

Find at Harvard

2019
Working Paper

Rehabilitating Corporate Purpose

By: Malcolm S. Salter

In this paper, I address how the ascendance of the theory of shareholder value maximization into the central consciousness of public corporations and its canonization as the only legitimate expression of corporate purpose has contributed to both a widening breach... View Details

Keywords: Capitalism; Justice; Corporate Purpose; Shareholder Value Maximization; Ethical Reciprocity; Economic Systems; Business Ventures; Mission and Purpose; Ethics; Corporate Social Responsibility and Impact

SSRN

Read Now

July 2003 (Revised March 2004)
Case

XM Satellite Radio (A)

By: David B. Godes and Elie Ofek

XM Satellite Radio is a radically new way to listen to radio. Management must develop a marketing strategy to launch the firm and the category. A crucial aspect of the strategy is to determine which of two business models the company will pursue. Should it focus... View Details

Keywords: Advertising; Business Model; Decision Choices and Conditions; Cost Management; Marketing Channels; Marketing Strategy; Problems and Challenges; Partners and Partnerships; Sales; Competitive Strategy; Communications Industry

March 2009 (Revised March 2010)
Case

Groupe Eurotunnel S.A. (A)

By: Stuart C. Gilson, Vincent Marie Dessain and Sarah Abbott

In the summer of 2006, the chairman and CEO of Eurotunnel Group is faced with the decision whether to file for bankruptcy protection, after having failed to gain creditor approval of an ambitious out-of-court restructuring plan. The company, which has been attempting... View Details

Keywords: Restructuring; Capital Structure; Insolvency and Bankruptcy; Laws and Statutes; Risk Management; Rail Industry; France; United Kingdom