Private Equity Documentation - Publications - Faculty & Research - Harvard Business School

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March 2023
Case

Ownership Works: Scaling a Profitable Social Mission

By: Ethan Rouen, Dennis Campbell and Andrew Robinson

Pete Stavros was on a high after his latest experiment with employee ownership. As the head of industrial investments for KKR, Stavros orchestrated the sale of CHI Overhead Doors, which turned into KKR’s best investment in more than two decades and created $360 million... View Details

Keywords: Employee Ownership; Knowledge Sharing; Nonprofit Organizations

January 2007 (Revised May 2008)
Case

National Logistics Management: Founder Decisions

By: Lynda M. Applegate and Elizabeth Collins

Scott Taylor, CEO & founder of NLM, is a serial entrepreneur faced with an important decision. As his industry consolidates, he knows that his company must grow quickly, yet he believes he has reached the limit of what organic growth can achieve. Should he accept the... View Details

Keywords: Mergers and Acquisitions; Business Startups; Decision Choices and Conditions; Entrepreneurship; Growth and Development Strategy; Supply and Industry; Supply Chain

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November 2023 (Revised April 2024)
Case

Wallbox

By: Álvaro Rodríguez Arregui and Max Hancock

Enric Asunción co-founded Wallbox, a private EV charger company, in Spain in 2015. As CEO, Asunción transformed the company from a small start-up, focused on the European market, to a multimillion-dollar enterprise with offices on three continents. In 2021, a private... View Details

Keywords: Technology Adoption; Going Public; Acquisition; Business Exit or Shutdown; Business Startups; Entrepreneurial Finance; Spain; United States; United Kingdom

October 2009
Article

Influence and Inefficiency in the Internal Capital Market

By: Julie Wulf

I model inefficient resource allocations in M-form organizations due to influence activities by division managers that skew capital budgets in their favor. Corporate headquarters receives two types of signals about investment opportunities: private signals that can be... View Details

Keywords: Capital Markets; Resource Allocation; Business Processes; Capital Budgeting; Business Headquarters; Investment; Opportunities; Cost; Value; Motivation and Incentives; Equity

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June 2014
Teaching Note

Doing Deals and Leading Teams at XAF Partners

By: Boris Groysberg, Sarah L. Abbott and Robin Abrahams

Private equity firm XAF Partners had grown steadily over the last decade, establishing offices across Asia. At the end of their day-long partners' retreat, several firm partners discuss the challenges they face as "producing managers." These include collaboration and... View Details

Keywords: Management; Time Management; Development; Competency and Skills; Talent and Talent Management; Leadership; Growth and Development Strategy; Business or Company Management; Management Practices and Processes; Financial Services Industry; China

March 2005 (Revised December 2005)
Case

Actis & CDC: A New Partnership

By: G. Felda Hardymon and Ann Leamon

The senior managing partner of Actis, a leading private equity investor in emerging markets, must decide whether to go into the market to raise money. Actis was spun out of CDC, a 50-year-old division of the U.K.'s Department for International Development, and is... View Details

Keywords: Private Equity; Partners and Partnerships; Emerging Markets; Financial Services Industry; United Kingdom

July 2009 (Revised October 2011)
Case

VeeV on the Rocks?

By: Joshua D. Margolis, Christopher Marquis and Laura Winig

Three pressing challenges (equity split, extent of commitment to social responsibility, and product discoloration) confront VeeV, the world's first alcoholic beverage infused with acai berries. Brothers Courtney and Carter Reum founded VeeV in 2007 and the firm has... View Details

Keywords: Quality; Food; Business Growth and Maturation; Ethics; Corporate Social Responsibility and Impact; Entrepreneurship; Business Startups; Equity; Food and Beverage Industry

Research Summary

Analyst Disagreement, Forecast Bias and Stock Returns

We present evidence of inefficient information processing in equity markets by documenting that biases in analysts' earnings forecasts are reflected in stock prices. In particular, investors fail to account for analysts' tendency to withhold negative views and to issue... View Details

2023
Working Paper

The Party and Firm

By: Joris Mueller, Jaya Y. Wen and Cheryl Wu

This project documents the rise of the Chinese Communist Party’s influence on firms in China over the last decade. We propose novel quantitative measures of Party influence and present recent trends in those measures. We corroborate qualitative work and find a sharp... View Details

Keywords: Business and Government Relations; Economic Systems; Power and Influence; Government Administration; Policy; China

April 1999 (Revised November 1999)
Case

Columbia Capital Corporation: Summer 1998

By: G. Felda Hardymon and Justin D. Wasik

In August 1998, the partners of Columbia Capital in Arlington, Va. made a decision about whether or not to raise an outside fund for venture capital investing. Columbia had begun in 1988 as a boutique investment bank focused on the telecommunications industry, but had... View Details

Keywords: Decisions; Venture Capital; Private Equity; Partners and Partnerships; Investment Funds; Banks and Banking; Financial Services Industry; Telecommunications Industry; United States

January 2010 (Revised March 2010)
Compilation

Firm Strategy Vignettes

By: Josh Lerner, G. Felda Hardymon and Ann Leamon

These three vignettes present various issues around the strategy and management of a private equity firm. In one, a senior partner must decide how to manage an over-extended colleague and how to reduce the risk of the firm's portfolio; in the second, a limited partner... View Details

Keywords: Outcome or Result; Business Strategy; Problems and Challenges; Private Equity; Venture Capital; Investment Portfolio; Partners and Partnerships

January 1999 (Revised April 2004)
Case

Infox System GmbH

Apax, a private equity firm, has an opportunity to invest in a travel-related print-materials distribution business in Germany. Infox is typical of many buyout opportunities. One of the founders seeks to exit the business, and recently hired managers will have to... View Details

Keywords: Private Equity; Leveraged Buyouts; Entrepreneurship; Investment; Financial Services Industry; Germany

May 2017
Teaching Note

Partners Group: Ain't No Mountain High Enough

By: Nori Gerardo Lietz

Partners Group (PG), a Swiss-based PE manager, initiated a series of strategic shifts and evolved from a predominately fund-of-funds manager into a large, multi-asset class PE firm focused on direct investments. PG was the first PE firm to go public in 2006. A number... View Details

Keywords: Business Model; Entrepreneurship; Management Practices and Processes; Private Equity

Article

The Impact of Corporate Social Responsibility on Investment Recommendations

By: Ioannis Ioannou and George Serafeim

Using a large sample of publicly traded U.S. firms over 16 years, we investigate the impact of corporate socially responsible (CSR) strategies on security analysts' recommendations. Socially responsible firms received more favorable recommendations in recent years... View Details

Keywords: Public Ownership; Corporate Social Responsibility and Impact; Strategy; Experience and Expertise; Value Creation; Public Equity; Markets; Investment; Perception; United States

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March 2006 (Revised December 2013)
Case

Hexcel Turnaround — 2001 (A)

By: Paul W. Marshall, James Quinn and Reed Martin

Hexcel's new CEO is faced with deciding how to "take out" $60 million in cash costs in fiscal 2002, as two of the company's end markets—electronics and commercial aerospace—are expected to decline precipitously. Options include closing plants, exiting a business, or... View Details

Keywords: Private Equity; Negotiation; Management Teams; Organizational Change and Adaptation; Strategy; Change Management; Crisis Management; Borrowing and Debt; Aerospace Industry; Electronics Industry; United States

June 2022 (Revised November 2023)
Case

Individual FoodService, Kelso, and Ken Sweder

By: Jo Tango and Alys Ferragamo

When and how much risk to take? In October 2020, Ken Sweder, CEO of Individual FoodService (“IFS”), contemplated this question as he evaluated a proposal to acquire Brady Industries, a distributor of janitorial and sanitation products. Sweder and his private equity... View Details

Keywords: COVID-19 Pandemic; Risk Management; Mergers and Acquisitions; Value Creation; Business Divisions

April 2001 (Revised March 2002)
Case

Seagate Technology Buyout

By: Gregor M. Andrade, Stuart C. Gilson and Todd C. Pulvino

In March 2000, a group of private investors and senior managers were negotiating a deal to acquire the disk drive operations of Seagate Technology. The motivating factor for the buyout was the apparently anomalous market value of Seagate's equity: Seagate's equity... View Details

Keywords: Valuation; Leveraged Buyouts; Financial Strategy; Computer Industry

August 2009 (Revised August 2010)
Supplement

Eddie Bauer (B)

By: Paul M. Healy, Sharon P. Katz and Aldo Sesia

In February 2007, shareholders of Eddie Bauer, the specialty apparel retailer, were scheduled to vote on management's proposed sale of the company to two private equity firms. More than 50% of outstanding shares in Eddie Bauer needed to be voted in favor of the deal... View Details

Keywords: Financial Statements; Mergers and Acquisitions; Governing and Advisory Boards; Privatization; Valuation; Apparel and Accessories Industry; Retail Industry; United States

July 2024
Supplement

Pacific Lake Partners (A)

By: Richard S. Ruback and Royce Yudkoff

Pre-Abstract: Instructors should consider the timing of making videos available to students, as they may reveal key case details.

Abstract: In 2009, Coley Andrews and Jim Southern endeavored to raise a private equity fund for investment solely in search... View Details

Keywords: Search Fund; Entrepreneurship Through Acquisition; Entrepreneurship; Private Equity; Investment; North America

September 2008
Case

Yucheng Technology

By: Li Jin, Li Liao, Chang Chen and Aldo Sesia

The founder and CEO of an IT company servicing the needs of the financial services industry in China needs to raise capital for the company to grow and survive. He has two options. He can try and obtain financing from private equity investors, or he can accept a... View Details

Keywords: Mergers and Acquisitions; Private Equity; Growth and Development Strategy; Information Technology; Financial Services Industry; China; United States

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