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- All HBS Web
(4,496)
- Faculty Publications (1,345)
- March 2003 (Revised November 2003)
- Case
3i Group plc
By: G. Felda Hardymon, Josh Lerner and Ann Leamon
Brian Larcombe, CEO of 3i Group, one of the world's largest private equity firms and one of the few publicly listed ones, is deciding how best to use his firm's international network to deliver superior returns to shareholders. This case presents 3i's history and... View Details
Keywords: Business History; Networks; Private Equity; Growth Management; Global Strategy; Public Ownership; Business and Shareholder Relations; Growth and Development Strategy; Financial Services Industry
Hardymon, G. Felda, Josh Lerner, and Ann Leamon. "3i Group plc." Harvard Business School Case 803-020, March 2003. (Revised November 2003.)
- February 2003 (Revised May 2003)
- Case
Accel Partners' European Launch
By: G. Felda Hardymon and Josh Lerner
In spring 2001, with the venture market crashing all around, the London office of Accel Partners, a major west coast venture capital firm, needs to make a decision about investing in an Irish software company. As the first investment of the new European operation, the... View Details
Keywords: Investment; Growth and Development Strategy; Venture Capital; Global Strategy; Decision Choices and Conditions; Expansion; Management Practices and Processes; Partners and Partnerships; Financial Services Industry; London; United States
Hardymon, G. Felda, and Josh Lerner. "Accel Partners' European Launch." Harvard Business School Case 803-021, February 2003. (Revised May 2003.)
- February 2003 (Revised March 2007)
- Case
Safe to Say at Prudential Financial
By: Amy C. Edmondson and Corey B. Hajim
The CEO initiated a cultural change process at Prudential Financial to support a major business reorientation. Prudential, historically a privately held ("mutual") insurance company, went public in 2001. The cultural change was intended to prepare the organization to... View Details
Keywords: Growth and Development Strategy; Risk and Uncertainty; Private Ownership; Going Public; Transformation; Organizational Culture
Edmondson, Amy C., and Corey B. Hajim. "Safe to Say at Prudential Financial." Harvard Business School Case 603-093, February 2003. (Revised March 2007.)
- February 2003 (Revised March 2011)
- Background Note
Between a Rock and a Hard Place: Valuation and Distribution in Private Equity
By: G. Felda Hardymon, Josh Lerner and Ann Leamon
Introduces the issues attendant to valuing privately held portfolios and distributing thinly traded stock. Although they have existed since the beginning of the formal venture capital industry, they have received increasing amounts of attention as the money invested in... View Details
Keywords: Venture Capital; Private Equity; Stocks; Investment Portfolio; Valuation; Financial Services Industry
Hardymon, G. Felda, Josh Lerner, and Ann Leamon. "Between a Rock and a Hard Place: Valuation and Distribution in Private Equity." Harvard Business School Background Note 803-161, February 2003. (Revised March 2011.)
- February 2003 (Revised May 2003)
- Case
Mobile Energy Services Company
By: Benjamin C. Esty and Aldo Sesia
When Al "Chainsaw" Dunlap became CEO of the Scott Paper Co., the company owned a large, vertically integrated production facility in Mobile, Alabama. Dunlap sold part of the production facility, a cogeneration power plant (later known as Mobile Energy Services Co.), to... View Details
Keywords: Mergers and Acquisitions; Risk and Uncertainty; Contracts; Agreements and Arrangements; Investment; Projects; Vertical Integration; Energy Sources; Bonds; Ownership; Restructuring; Energy Industry; Alabama
Esty, Benjamin C., and Aldo Sesia. "Mobile Energy Services Company." Harvard Business School Case 203-061, February 2003. (Revised May 2003.)
- February 2003 (Revised March 2007)
- Case
Internet Customer Acquisition Strategy at Bankinter
By: Francisco de Asis Martinez-Jerez, V.G. Narayanan and Lisa Brem
Bankinter, a relatively small Spanish bank, has a large presence as an Internet financial services provider. Leading the way to profitability through the Internet will give Bankinter a major competitive advantage over the larger, more established Spanish banks. Ann... View Details
Keywords: Customer Relationship Management; Internet and the Web; Activity Based Costing and Management; Customer Value and Value Chain; Banks and Banking; Banking Industry; Spain
Martinez-Jerez, Francisco de Asis, V.G. Narayanan, and Lisa Brem. "Internet Customer Acquisition Strategy at Bankinter." Harvard Business School Case 103-021, February 2003. (Revised March 2007.)
- February 2003 (Revised April 2003)
- Case
Roman Catholic Diocese of San Jose, The
By: Allen S. Grossman and Christina Darwall
Patrick J. McGrath, the bishop of the healthy and growing San Jose diocese, is pioneering the use of long-term, business-like strategic planning to better deliver on his churches' core mission. The adopted plan addresses issues at the heart of how the diocese is... View Details
Keywords: Financial Management; Innovation Strategy; Leadership; Growth Management; Success; Performance Effectiveness; Strategic Planning; Problems and Challenges
Grossman, Allen S., and Christina Darwall. "Roman Catholic Diocese of San Jose, The." Harvard Business School Case 303-069, February 2003. (Revised April 2003.)
- February 2003 (Revised May 2008)
- Case
AFP Provida
By: Michael E. Porter, Arturo L. Condo and Andrea Prado
Describes the evolution of AFP Provida, one of the early entrants into the Chilean pension fund system established in 1981. By 1999, AFP Provida was not only the largest pension fund administrator in Chile, but also the largest in Latin America in terms of number of... View Details
Keywords: Developing Countries and Economies; Globalized Firms and Management; Industry Clusters; Competitive Advantage; Expansion; Financial Services Industry; Chile
Porter, Michael E., Arturo L. Condo, and Andrea Prado. "AFP Provida." Harvard Business School Case 703-424, February 2003. (Revised May 2008.)
- February 2003 (Revised January 2006)
- Case
AIT Group Plc
By: G. Felda Hardymon, Josh Lerner and Ann Leamon
A U.S. venture capital firm has just learned that the deal structure for purchasing an illiquid U.K. software firm is unacceptable to institutional investors. The group must decide if it still wants to go through with the deal. This decision hinges on whether the... View Details
Keywords: Price; Business and Stakeholder Relations; Mergers and Acquisitions; Venture Capital; Financial Condition; Risk and Uncertainty; Decision Making; Financial Services Industry; United States; United Kingdom
Hardymon, G. Felda, Josh Lerner, and Ann Leamon. "AIT Group Plc." Harvard Business School Case 803-104, February 2003. (Revised January 2006.)
- 2003
- Casebook
Professional Services: Text and Cases
By: Thomas J. DeLong and Ashish Nanda
DeLong and Nanda's Professional Services: Text and Cases is the first casebook to be published on the management of professional service firms (law firms, architecture, financial services, consulting). It includes a comprehensive selection of case studies that... View Details
DeLong, Thomas J., and Ashish Nanda. Professional Services: Text and Cases. New York: McGraw-Hill/Irwin, 2003.
- January 2003 (Revised June 2003)
- Case
Adams Capital Management: March 2002
By: G. Felda Hardymon, Josh Lerner and Ann Leamon
In March 2002, the five partners of Adams Capital Management (ACM), a venture capital firm investing in information technology telecommunications with $700 million under management, gathered to discuss whether they should change their strategy in view of the prolonged... View Details
Keywords: Decision Choices and Conditions; Economic Slowdown and Stagnation; Venture Capital; Investment Portfolio; Business or Company Management; Partners and Partnerships; Business Strategy; Financial Services Industry
Hardymon, G. Felda, Josh Lerner, and Ann Leamon. "Adams Capital Management: March 2002." Harvard Business School Case 803-143, January 2003. (Revised June 2003.)
- January 2003 (Revised May 2005)
- Case
Zipcar: Refining the Business Model
By: Myra M. Hart, Michael J. Roberts and Julia Stevens
Zipcar is a start-up organized around the idea of "sharing" car usage via a membership organization. This case describes several iterations of the Zipcar business model and financial plan. These iterations include a very early version and a version developed just prior... View Details
Keywords: Service Operations; Renting or Rental; Business Model; Business Plan; Entrepreneurship; Economic Growth; Management Skills; Transportation; Business Startups; Financial Strategy; Corporate Finance; Growth and Development Strategy; Service Industry; Service Industry
Hart, Myra M., Michael J. Roberts, and Julia Stevens. "Zipcar: Refining the Business Model." Harvard Business School Case 803-096, January 2003. (Revised May 2005.)
- 2003
- Chapter
Short-Term America Revisited? Boom and Bust in the Venture Capital Industry and the Impact on Innovation
By: Josh Lerner and Paul A. Gompers
This chapter seeks to understand the implications of the recent decline in venture activity for innovation. It argues that the situation may not be as grim as it initially appears. While there are many reasons for believing that on average venture capital has a... View Details
Keywords: Venture Capital; Innovation and Invention; Business Cycles; Financial Services Industry; United States
Lerner, Josh, and Paul A. Gompers. "Short-Term America Revisited? Boom and Bust in the Venture Capital Industry and the Impact on Innovation." In Innovation Policy and the Economy, Volume 3, edited by Adam B. Jaffe, Josh Lerner, and Scott Stern, 1–28. MIT Press, 2003.
- December 2002
- Article
The Persistence of Emerging Market Equity Flows
By: K. A. Froot and J. Donohue
Keywords: Asset Pricing; Equity Investment; Forecasting and Prediction; Behavioral Finance; Stocks; Investment Return; Market Transactions; Performance Expectations; Financial Services Industry
Froot, K. A., and J. Donohue. "The Persistence of Emerging Market Equity Flows." Emerging Markets Review 3, no. 4 (December 2002): 338–364. (Revised from NBER Working Paper no. 9241, HBS Working Paper no. 03-035, September 2002.)
- November 2002 (Revised May 2003)
- Supplement
Charles Schwab in 2002: Spreadsheet Exercise
By: Lynda M. Applegate, Jamie Ladge and Shuchi Grover
Supplements Charles Schwab in 2002. View Details
Keywords: Financial Services Industry
Applegate, Lynda M., Jamie Ladge, and Shuchi Grover. "Charles Schwab in 2002: Spreadsheet Exercise." Harvard Business School Supplement 803-090, November 2002. (Revised May 2003.)
- November 2002 (Revised May 2007)
- Case
Charles Schwab in 2002
By: Lynda M. Applegate, F. Warren McFarlan and Jamie Ladge
Details the evolution of the Charles Schwab business model, from its founding in 1975 to October 2002. The protagonist, David Pottruck, is faced with re-inventing the firm as a full-service brokerage at a time of tremendous industry instability as the industry reels... View Details
Keywords: Entrepreneurship; Business Strategy; Competitive Strategy; Business Model; Business or Company Management; Economic Slowdown and Stagnation; Financial Services Industry
Applegate, Lynda M., F. Warren McFarlan, and Jamie Ladge. "Charles Schwab in 2002." Harvard Business School Case 803-070, November 2002. (Revised May 2007.)
- November 2002 (Revised November 2006)
- Case
Tax-Motivated Film Financing at Rexford Studios
By: Mihir A. Desai, Gabriel J. Loeb and Mark Veblen
The head of production for Rexford Studios must analyze the terms and value consequences of an international financing involving a German film fund. The financing involves a sale-leaseback structure where international tax rules give rise to a sizable economic pie that... View Details
Keywords: International Finance; Financing and Loans; Taxation; Cash Flow; Financial Strategy; Financial Management; Competition; Film Entertainment; Financial Services Industry; Financial Services Industry; Germany
Desai, Mihir A., Gabriel J. Loeb, and Mark Veblen. "Tax-Motivated Film Financing at Rexford Studios." Harvard Business School Case 203-005, November 2002. (Revised November 2006.)
- October 2002 (Revised May 2004)
- Case
Intuit's New CEO: Steve Bennett
By: William A. Sahlman and Alison Berkley Wagonfeld
Describes the transition to a new CEO at Intuit, a successful software and financial services firm in California. The new CEO must decide what to change and how fast. He must also navigate within a culture everyone believes to be successful but he envisions can be... View Details
Keywords: Management Succession; Entrepreneurship; Organizational Culture; Applications and Software; Management Teams; Financial Services Industry; Financial Services Industry; California
Sahlman, William A., and Alison Berkley Wagonfeld. "Intuit's New CEO: Steve Bennett." Harvard Business School Case 803-044, October 2002. (Revised May 2004.)
- September 2002 (Revised January 2003)
- Case
Dimensional Fund Advisors, 2002
Dimensional Fund Advisors (DFA) is an investment management firm that prides itself on basing its investment strategies on sound academic research. Many of the best-known finance research papers of the past two decades (especially those by Eugene Fama and Kenneth... View Details
Cohen, Randolph B. "Dimensional Fund Advisors, 2002." Harvard Business School Case 203-026, September 2002. (Revised January 2003.)
- September 2002 (Revised October 2002)
- Case
Corporate Inversions: Stanley Works and the Lure of Tax Havens
By: Mihir A. Desai, James R. Hines, Jr and Mark Veblen
In response to Stanley Work's announcement that it is moving to Bermuda--and the associated jump in market value--a major competitor sets out to determine how the market is valuing the consequences of moving to a tax haven and whether his company should invert to a tax... View Details
Keywords: Financial Management; Taxation; Financial Strategy; Credit Derivatives and Swaps; International Finance; Valuation; Financial Markets; Financial Statements; United States
Desai, Mihir A., James R. Hines, Jr, and Mark Veblen. "Corporate Inversions: Stanley Works and the Lure of Tax Havens." Harvard Business School Case 203-008, September 2002. (Revised October 2002.)