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- 2021
- Working Paper
Proxy Advisory Firms and Corporate Shareholder Engagement
By: Aiyesha Dey, Joshua White and Austin Starkweather
We examine the influence of proxy advisors on firms’ shareholder engagement behavior. Our analyses exploit a quasi-natural experiment using Say-On-Pay voting outcomes near a threshold that triggers a review of engagement activities by Institutional Shareholder Services...
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Keywords:
Proxy Advisors;
ISS;
Shareholder Engagement;
Disclosure;
Business and Shareholder Relations;
Executive Compensation;
Corporate Disclosure
Dey, Aiyesha, Joshua White, and Austin Starkweather. "Proxy Advisory Firms and Corporate Shareholder Engagement." Harvard Business School Working Paper, No. 21-137, June 2021. (Revised February 2022.)
- August 2010 (Revised September 2010)
- Case
Paradise Travel Advisory Service
By: Paul W. Marshall, Charles Anthony Miller and Collins Pettus Ward
New managers in a troubled company are faced with developing and implementing a plan to increase revenue in a travel service business.
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Keywords:
Business Plan;
Entrepreneurship;
Borrowing and Debt;
Revenue;
Problems and Challenges;
Travel Industry
Marshall, Paul W., Charles Anthony Miller, and Collins Pettus Ward. "Paradise Travel Advisory Service." Harvard Business School Case 811-020, August 2010. (Revised September 2010.)
- February 2020 (Revised June 2020)
- Case
Shaping the Governance Debate at ISS
By: Suraj Srinivasan, Jonah S. Goldberg and Calvin O. Liou
ISS is the world’s largest provider of corporate governance research, data, analytics, and voting services. The case uses the effort of the Securities and Exchange Commission (SEC) to impose an array of new regulations that would severely restrict the functioning of...
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Keywords:
Proxy Advisory Services;
Corporate Governance;
Research;
Investment;
Governing Rules, Regulations, and Reforms;
Business and Shareholder Relations;
Institutional Investing
Srinivasan, Suraj, Jonah S. Goldberg, and Calvin O. Liou. "Shaping the Governance Debate at ISS." Harvard Business School Case 120-085, February 2020. (Revised June 2020.)
- July 2015 (Revised March 2021)
- Case
Proxy Contest at DuPont
By: Jay W. Lorsch and Emily McTague
On January 9, 2015, Nelson Peltz of Trian Fund Management launched a proxy fight for four out of the twelve seats on the DuPont board. The fund had previously published a public letter addressed to shareholders outlining its proposal to break the company into three...
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Keywords:
Board Of Directors;
Hedge Fund;
Activist Investing;
Activist Investors;
Proxy Fight;
Corporate Governance;
Governing and Advisory Boards;
Investment Activism;
Chemical Industry;
United States
Lorsch, Jay W., and Emily McTague. "Proxy Contest at DuPont." Harvard Business School Case 416-005, July 2015. (Revised March 2021.)
- 2023
- Working Paper
Targeting, Personalization, and Engagement in an Agricultural Advisory Service
By: Susan Athey, Shawn Cole, Shanjukta Nath and Jessica Zhu
ICT is increasingly used to deliver customized information in developing countries. We
examine whether individually targeting the timing of automated voice calls meaningfully
increases engagement in an agricultural advisory service. We define, estimate, and...
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Keywords:
Developing Countries and Economies;
Knowledge Dissemination;
Customization and Personalization;
Performance Effectiveness
Athey, Susan, Shawn Cole, Shanjukta Nath, and Jessica Zhu. "Targeting, Personalization, and Engagement in an Agricultural Advisory Service." Harvard Business School Working Paper, No. 24-006, August 2023.
- September 2021
- Case
Vignettes on Professional Service Firm Governance
By: David G. Fubini, Suraj Srinivasan and Li-Kuan Ni
The two vignettes within “Vignettes on Professional Service Firm Governance” (HBS No. 122-024) present various issues relating to governance in professional service firms (“PSFs”). In the first, the Managing Director of a U.S. consulting firm contemplates whether to...
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Keywords:
Consulting Firms;
Professional Services;
Board Of Directors;
Professional Service;
Global Firm;
Executive Leadership;
Globalized Firms and Management;
Private Equity;
Governing and Advisory Boards;
Global Strategy;
Corporate Governance;
Governance Controls;
Leadership Development;
Leading Change;
Emerging Markets;
Strategic Planning;
Partners and Partnerships;
Service Industry;
United States;
India
Fubini, David G., Suraj Srinivasan, and Li-Kuan Ni. "Vignettes on Professional Service Firm Governance." Harvard Business School Case 122-024, September 2021.
- April 1990
- Case
Gillette vs. Coniston: Communications in a Proxy Fight
By: Stephen A. Greyser and Norman Klein
Keywords:
Business and Shareholder Relations;
Corporate Governance;
Communication;
Governing and Advisory Boards
Greyser, Stephen A., and Norman Klein. "Gillette vs. Coniston: Communications in a Proxy Fight." Harvard Business School Case 590-066, April 1990.
- June 1989 (Revised July 1989)
- Case
Coniston vs. Gillette: Communications in a Proxy Fight
By: Stephen A. Greyser and Norman Klein
Keywords:
Business and Shareholder Relations;
Corporate Governance;
Communication;
Governing and Advisory Boards
Greyser, Stephen A., and Norman Klein. "Coniston vs. Gillette: Communications in a Proxy Fight." Harvard Business School Case 589-110, June 1989. (Revised July 1989.)
- 11 Jan 2011
- Working Paper Summaries
Does Shareholder Proxy Access Improve Firm Value? Evidence from the Business Roundtable Challenge
- Research Summary
Executive Compensation
By: Susanna Gallani
In this line of work, Prof. Gallani explores the influence of external actors on the design and effectiveness of executive compensation. Prominent external actors she has examined in her work include compensation consultants, proxy advisory firms, and institutional...
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- January 2014 (Revised January 2014)
- Case
Showdown at Cracker Barrel
By: Suraj Srinivasan and Tim Gray
In the fall of 2011, activist investor, Sardar Biglari, has acquired nearly 10% ownership in the Cracker Barrel restaurant chain. He believes that the board and senior management have failed and the company has underperformed relative to its peers. When he is denied a...
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Keywords:
Boards;
Activist Investors;
Proxy Battles;
Shareholder Activism;
Peer Firm;
Ratio Analysis;
Financial Accounting;
Financial Analysis;
Board Of Directors;
Boards Of Directors;
Financial Intermediaries;
Financial Analysts;
CEO Turnover;
New CEO;
Peer Groups;
Hedge Fund;
Hedge Funds;
Proxy Contest;
Proxy Fight;
Proxy Advisor;
Proxy Battle;
Financial Statement Analysis;
Financial Strategy;
Corporate Governance;
Corporate Disclosure;
Governing and Advisory Boards;
Competition;
Valuation;
Business Strategy;
Value Creation;
Business and Shareholder Relations;
Financial Reporting;
Financial Statements;
Retail Industry;
Food and Beverage Industry;
United States
Srinivasan, Suraj, and Tim Gray. "Showdown at Cracker Barrel." Harvard Business School Case 114-026, January 2014. (Revised January 2014.)
- 2020
- Working Paper
Are ISS Recommendations Informative? Evidence from Assessments of Compensation Practices
By: Ana Albuquerque, Mary Ellen Carter and Susanna Gallani
Using detailed information from the largest proxy advisor in the U.S., Institutional Shareholder Services (ISS), we examine whether proxy advisors’ assessments of firms’ compensation practices are able to identify poor compensation practices as measured by subsequent...
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Keywords:
Proxy Advisors;
CEO Compensation;
Say-on-Pay;
Institutional Shareholder Voting;
Executive Compensation;
Performance
Albuquerque, Ana, Mary Ellen Carter, and Susanna Gallani. "Are ISS Recommendations Informative? Evidence from Assessments of Compensation Practices." Harvard Business School Working Paper, No. 19-085, February 2019. (Revised March 2020.)
- October 2013 (Revised September 2014)
- Case
The TELUS Share Conversion Proposal
By: Lucy White, Benjamin C. Esty and Lisa Mazzanti
On February 21, 2013, TELUS announced a proposal to convert the firm's non-voting shares into voting shares on a one-to-one basis, thereby eliminating the firm's dual class structure. Shareholders were scheduled to vote on the proposal at the firm's annual general...
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Keywords:
Proxy Contest;
Proxy Battle;
Proxy Advisor;
ISS;
Glass Lewis & Co.;
Hedge Fund;
Short Selling;
Share Lending;
Telecommunications;
Voting Rights;
Empty Voting;
Equity Decoupling;
Share Unification;
Dual Class Shares;
Canada;
Exchange Ratio;
Shareholder Activism;
Shareholder Votes;
Investment Activism;
Public Equity;
Capital Structure;
Investment Return;
Corporate Governance;
Corporate Finance;
Ownership Stake;
Business and Shareholder Relations;
Valuation;
Telecommunications Industry;
Canada;
British Columbia;
United States;
New York (city, NY)
White, Lucy, Benjamin C. Esty, and Lisa Mazzanti. "The TELUS Share Conversion Proposal." Harvard Business School Case 214-001, October 2013. (Revised September 2014.)
- 18 Aug 2011
- Working Paper Summaries
Non-Audit Services and Financial Reporting Quality: Evidence from 1978-1980
- June 2014 (Revised May 2017)
- Case
Southeastern Asset Management Challenges Buyout at Dell
By: Paul Healy, Suraj Srinivasan and Aldo Sesia
In late 2012, Michael Dell wants to take Dell Inc., the company he founded, private. Mr. Dell believes that the successful company's transformation from a personal computer (PC) manufacturer to an enterprise solutions and services provider (ESS) is dependent on going...
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Keywords:
Leveraged Buyout Transaction;
Leveraged Recapitalization;
Management Buyout;
Dell, Inc.;
Hedge Fund;
Corporate Governance Theory;
Valuation;
Valuation Ratios;
Valuation Methodologies;
Board Of Directors;
Boards Of Directors;
Carl Icahn;
Computer Services Industries;
Proxy Contest;
Proxy Battles;
Proxy Fight;
Proxy Advisor;
Financial Accounting;
Financial Analysis;
Financial Ratios;
Finance;
Corporate Accountability;
Corporate Governance;
Corporate Finance;
Leveraged Buyouts;
Computer Industry;
United States
Healy, Paul, Suraj Srinivasan, and Aldo Sesia. "Southeastern Asset Management Challenges Buyout at Dell." Harvard Business School Case 114-015, June 2014. (Revised May 2017.)
- March 2014 (Revised May 2014)
- Teaching Note
The TELUS Share Conversion Proposal
By: Lucy White and Benjamin C. Esty
On February 21, 2013, TELUS announced a proposal to convert the firm's non-voting shares into voting shares on a one-to-one basis, thereby eliminating the firm's dual class structure. Shareholders were scheduled to vote on the proposal at the firm's annual general...
View Details
Keywords:
Proxy Contest;
Proxy Battle;
Proxy Advisor;
ISS;
Glass Lewis & Co.;
Hedge Fund;
Short Selling;
Share Lending;
Telecommunications;
Voting Rights;
Empty Voting;
Equity Decoupling;
Share Unification;
Dual Class Shares;
Canada;
Exchange Ratio;
Shareholder Activism;
Shareholder Votes;
Investment Activism;
Public Equity;
Capital Structure;
Investment Return;
Corporate Governance;
Corporate Finance;
Ownership Stake;
Business and Shareholder Relations;
Valuation;
Telecommunications Industry;
Canada;
British Columbia;
United States;
New York (city, NY)
- March 2021
- Article
The Customer May Not Always Be Right: Customer Compatibility and Service Performance
This paper investigates the impact of customer compatibility – the degree of fit between the needs of customers and the capabilities of the operations serving them – on customer experiences and firm performance. We use a variance decomposition analysis to quantify the...
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Keywords:
Customer Compatibility;
Satisfaction;
Profitability;
Service Operations;
Customer Relationship Management;
Customer Satisfaction;
Performance
Buell, Ryan W., Dennis Campbell, and Frances X. Frei. "The Customer May Not Always Be Right: Customer Compatibility and Service Performance." Management Science 67, no. 3 (March 2021): 1468–1488.
- 2019
- Working Paper
The Customer May Not Always Be Right: Customer Compatibility and Service Performance
This paper investigates the impact of customer compatibility – the degree of fit between the needs of customers and the capabilities of the operations serving them – on customer experiences and firm performance. We use a variance decomposition analysis to quantify the...
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Keywords:
Customer Compatibility;
Satisfaction;
Profitability;
Customer Relationship Management;
Service Operations;
Customer Satisfaction;
Banking Industry;
Retail Industry
Buell, Ryan W., Dennis Campbell, and Frances X. Frei. "The Customer May Not Always Be Right: Customer Compatibility and Service Performance." Harvard Business School Working Paper, No. 16-091, February 2016. (Revised December 2019.)
- January 2021
- Case
Egon Zehnder: Beyond Search?
By: Ashish Nanda and Margaret Cross
In 2019, Egon Zehnder chair Jill Ader and CEO Edilson Camara faced a critical question: how should the global executive search firm approach its burgeoning advisory service offering? Since 2003, the firm’s advisory practice had grown as a conglomeration of grassroots...
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Keywords:
Professional Services Firms;
Executive Search Firms;
Professionalism;
Partnership;
Executive Coaching;
Leadership Development;
Expansion;
Decision Making;
Strategy;
Switzerland;
London
Nanda, Ashish, and Margaret Cross. "Egon Zehnder: Beyond Search?" Harvard Business School Case 721-430, January 2021.
- January 2023 (Revised June 2024)
- Case
Zaoui & Co. (A): Consigliere for High Stakes M&A Transactions
By: Ashish Nanda, Alex Kitsberg and Zack Kurtovich
In September 2019, Zaoui & Co.’s close-knit team of professionals convened for their annual off-site. In its nine years of operation, the boutique investment bank founded by the brothers Michael (HBS ’83) and Yoel Zaoui (Stanford GSB ’88), had garnered a track record...
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Keywords:
Professional Service Firm;
Entrepreneurship;
Finance;
Strategy;
Investment Banking;
Organizational Change and Adaptation;
Growth and Development Strategy;
Europe;
United Kingdom
Nanda, Ashish, Alex Kitsberg, and Zack Kurtovich. "Zaoui & Co. (A): Consigliere for High Stakes M&A Transactions." Harvard Business School Case 723-399, January 2023. (Revised June 2024.)